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Create payment setup row for newly won customers

Create payment setup row for newly won customers

When new won customer details live only in your CRM, billing and payment setup are delayed. Capture the sale to your payments sheet and notify billing so invoices and plans are ready same day.

Create payment setup row for newly won customers

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Overview

Deals should convert to cash without manual handoffs; when CRM wins sit idle, billing falls behind. This flow logs the sale into your payments ledger and pings billing within minutes so invoices and payment plans are ready same day.

Create payment setup row for newly won customers