Mark deals as won from successful customer charges

Your payment records and CRM deals drift when successful charges don't update pipelines, leaving reps and finance unclear on closed revenue. You get deals marked won automatically same day.

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Overview

Payments that aren't reflected in the CRM create blind spots for reps and slow reconciliation for finance. This flow ties successful charges back to open deals and marks them won automatically, giving sales and finance same-day visibility into closed revenue.