Notify sales channel of payments with customer context
Notify sales channel of payments with customer context
Payments post to chat without context, leaving reps unsure if a payer is new or returning. It adds amount and customer context so reps can acknowledge payments same day.
Overview
Payments that land in chat without context force reps to hunt for customer details and slow acknowledgements. This flow delivers amount and customer status directly into your sales channel so reps can acknowledge payments and update pipeline records the same day.