Link new payment to CRM contact and notify team
Link new payment to CRM contact and notify team
You can't link new payment rows to CRM contacts, leaving attribution and follow-up unclear. Link the payment to the contact and alert marketing ops so attribution appears same day.
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Overview
When payments aren't tied to contact records, attribution and campaign follow-up stall. This flow links payments to the matching CRM contact and notifies marketing ops so campaign managers see accurate revenue attribution the same day.