Notify sales of qualifying charge for upgrade follow-up

Your new charge events lack routing for upgrade review, so reps miss timely upgrade opportunities. Get sales alerts for qualifying charges so follow-up happens within minutes.

Workflow preview:

Zap details:

Overview

Unrouted paid charges are missed revenue: this flow surfaces qualifying payments to reps immediately so upgrade conversations can start while customers are engaged. Expect follow-up initiated within minutes and fewer missed upgrade opportunities before refund windows close.