Update CRM deals to closed won after upsell payment

Upsell payments can post without updating CRM deals, leaving revenue unrecorded and commissions delayed. Automatically close related deals so records match payments the same day.

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Overview

When an upsell payment clears, this flow closes the related deal and flags the customer for renewal automatically, removing manual handoffs. That means sales and revenue ops see closed revenue in the CRM within minutes and can run commissions and reports the same day.