Record won deals to payments sheet and alert team

Your closed deals often lack recorded payment details, causing billing and onboarding delays. Get a ledger row and team alert so billing and account managers can act same day.

Overview

Closed deals must turn into action immediately — not sit in CRM waiting for manual handoffs. This flow captures payment details into your payments worksheet and pings owners, so billing and account managers can prepare invoices and start onboarding the same day.