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Mark paid subscriptions as closed won and notify owner

Mark paid subscriptions as closed won and notify owner

Your trial payments can arrive without closing deals, leaving reps unsure of revenue. The workflow updates contact and deal status and notifies owners so pipeline reflects revenue within minutes.

Mark paid subscriptions as closed won and notify owner

Workflow preview:

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Overview

When a trial converts to a paid charge, your pipeline and revenue reporting should update immediately. This flow writes the customer and deal to CRM, advances the deal to the paid stage, and notifies the owner so revenue appears correctly within minutes.

Mark paid subscriptions as closed won and notify owner