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Update account type from incoming purchase webhook events

Update account type from incoming purchase webhook events

Your account records arrive without purchase flags when incoming purchase webhooks hit, delaying routing and reporting for sales. Mark accounts as clients so sales see status in minutes.

Update account type from incoming purchase webhook events

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Overview

Incoming purchase notifications often land as raw payloads, leaving CRM records stale and reps blind to recent purchases. This flow updates account types within minutes of a purchase event so sales operations and billing immediately see accurate account status and can act.

Update account type from incoming purchase webhook events