Create sales records from successful payments to sheet
Create sales records from successful payments to sheet
Your payment records may not reach the sales sheet, leaving attribution and reconciliation incomplete. It records each sale and alerts your reps so reconciliation and attribution complete same day.
Overview
When payments land outside your sales ledger, reconciliation and campaign attribution get delayed and teams scramble. This flow captures each successful payment, creates an attribution record, appends a sales row, and pings the sales channel so reconciliation and ROI reporting happen same day.