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Update account plan and notify account owner on paid signup

Update account plan and notify account owner on paid signup

Paid signup webhooks can lack plan details, leaving account managers and billing unaware of subscription changes. Keep CRM plan fields current and alert owners so billing and outreach proceed same day.

Update account plan and notify account owner on paid signup

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Overview

When paid signups hit your system missing plan or billing context, account handoffs stall and invoicing can be delayed. This workflow updates the CRM, pings the owner, and patches the payment record so account managers and billing can act within minutes and before the next billing run.

Update account plan and notify account owner on paid signup