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Create payment setup sessions and update deal record

Create payment setup sessions and update deal record

Deals entering payment lack a checkout link, forcing reps to request payment manually and slow the close. You collect payment same day because the flow adds a checkout session and updates the deal.

Create payment setup sessions and update deal record

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Overview

Manual customer creation and link generation delays closures and wastes rep time. This flow automates customer creation, provisions a checkout session, and stores the checkout link on the deal so reps can request and collect payment same day.

Create payment setup sessions and update deal record