Finance teams: log received payments to CRM lead activity

Finance teams lose payment visibility when receipts aren't tied to leads, causing audit and reconciliation gaps. It logs payments as CRM activities and notifies payments channel for auditable records.

Overview

Unrecorded payments create audit exposure and slow reconciliation for finance teams. This workflow ties each payment to the customer's CRM lead and alerts the payments channel, delivering an auditable payment history and eliminating missed receipts.

Notable Features

Create CRM payment activity records
Notify payments channel instantly
Flag unmatched payments for review