Send new customer alert to sales channel immediately

Your new customer records from payments sit only in the dashboard, so reps miss timely outreach. Alerts go to your sales channel so reps can start onboarding the same day.

Overview

When new paying customers only appear in your payments dashboard, outreach can stall and onboarding momentum is lost. Send immediate alerts into the sales channel so campaign managers and account owners can begin outreach the same day and keep conversion velocity high.