Update CRM deals after storage payments and notify team
Update CRM deals after storage payments and notify team
Your storage payments can arrive without matching deals, leaving line items uncharged and coordinators stalled. It updates deal line items and stages so your team closes orders same day.
Workflow preview:
Zap details:
Overview
When students pay for storage, coordinators need deals and line items updated immediately to finish processing. This flow matches payments to CRM deals, flags exceptions to staff, and lets your team close orders same day.