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Create recurring donation and close opportunity from subscription

Create recurring donation and close opportunity from subscription

Your subscription payments don't create CRM gifts, leaving finance without recurring donation records. Create donation and opportunity records so finance and coordinators see revenue same day.

Create recurring donation and close opportunity from subscription

Overview

When subscription events from your payment gateway don't translate to CRM gifts, finance and program teams lack the records they need for reconciliation and stewardship. This flow creates recurring donation and opportunity records automatically so finance and coordinators see revenue the same day and reconciliations complete faster.

Create recurring donation and close opportunity from subscription