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Update contact membership status from incoming payment events

Update contact membership status from incoming payment events

Your membership payments arrive without matching contact records, causing outreach gaps and delayed invoicing for members. Keep contacts updated with membership status for same-day outreach.

Update contact membership status from incoming payment events

Overview

Unmatched membership payments slow outreach and reconciliation. This flow classifies each payment, updates or creates the payer as a contact with membership status, and surfaces trial versus active members for program coordinators and sales reps, enabling same-day follow-up.

Update contact membership status from incoming payment events