Skip to content

Update closed won deal revenue fields from webhook

Closed-won deals often miss recurring and collected amounts, skewing forecasts and creating reconciliation work. This fills deal revenue fields automatically so finance sees correct numbers same day.

Update closed won deal revenue fields from webhook

Workflow preview:

Zap details:

Overview

Closed-won events frequently land without consistent revenue breakdowns, leaving forecasts and reconciliations to manual effort. This flow calculates and writes recurring, add-on and collected amounts back to the deal record, giving finance and the owner accurate figures the same day.

Update closed won deal revenue fields from webhook