Tag paying customers in CRM from completed payments

Your received payments lack CRM context, so reps can't see who has paid and onboarding stalls. The tag marks paid contacts so you trigger onboarding and update campaigns the same day.

Overview

If payments aren't reflected in your CRM, onboarding and nurture sequences waste time on unpaid contacts. This flow tags paid customers immediately so campaign managers and billing staff can act within minutes and keep launches on schedule.