Marketing ops: update member status on payment receipt

Marketing ops miss membership updates after payments, causing entitlement gaps and delayed outreach. This updates CRM membership and role on payment so marketing can send entitlement messages quickly.

Overview

Marketing ops risk frustrated customers and stalled onboarding when payments don't reach the CRM. This workflow links payment events to contact records so membership status and role update automatically, preventing entitlement gaps and enabling immediate marketing outreach. Teams report faster response times and fewer missed follow-ups.

Notable Features

Update CRM membership and role
Trigger marketing workflows on payment
Create payment notes on contact