Keep marketing ops alerted to new payments for onboarding

Marketing ops miss enrollments when payment notices are buried, delaying customer access to paid programs. Notifications to your channel let onboarding leads enroll customers promptly.

Overview

Missed payment alerts create enrollment delays and frustrate new customers. This workflow pushes every payment into your marketing ops channel and creates a customer record so onboarding can act immediately, enabling faster handoffs and far fewer enrollment delays.

Notable Features

Notify channel on every payment
Create CRM lead from payment
Alert onboarding leads with details