Update CRM deals and line items from payments
Update CRM deals and line items from payments
Your payment webhooks lack CRM context, creating deals with wrong totals and missing line-item links. Update deals, line items, and contacts automatically so billing and sales reconcile same day.
Overview
Payment webhooks often land without CRM context, leaving revenue ops and billing teams reconciling by hand and missing refunded vs completed statuses. This flow attaches each payment to its deal, updates amounts and line items, and surfaces payment progress so teams can reconcile same day.