Marketing ops: keep donation records reconciled

Marketing ops lose donation attribution when subscription payments aren't linked, causing campaign reporting mismatches and unclear budgets. So finance and marketing reports align for reconciliation.

Overview

Unlinked subscription payments break marketing attribution and confound budget decisions. This workflow routes payment events into your CRM, marks the related donation opportunity Closed Won, and captures payment IDs so finance and marketing reports align and reconciliation gaps disappear.

Notable Features

Mark donations closed won
Record payment IDs and dates
Alert finance and campaign owners