Digital strategists start onboarding when client payments complete

Digital strategists miss negotiation updates after payments, delaying onboarding and creating CRM inaccuracies. This flow updates negotiation records and creates onboarding and review links so account teams can start paid onboarding.

Overview

Uncaptured payments cause onboarding delays and messy CRM records for digital strategists. This workflow ensures every successful payment updates negotiation records and creates onboarding and review links so account teams start paid onboarding without manual follow-up. Result: faster handoffs, zero missed follow-ups, and reliable revenue tracking.

Notable Features

Update negotiation records in CRM
Generate onboarding and review links
Notify account teams of paid deals