Update CRM deals when payment webhooks mark orders approved
Update CRM deals when payment webhooks mark orders approved
Your deals miss approved payment details after checkout, causing manual verification and delayed project starts. It attaches payment and order info to the matching deal so project managers have accurate context within minutes.
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Overview
Payments confirmed should translate to actionable deal updates so project teams can begin work without waiting for manual verification. This flow writes payment and order details onto the matching deal, giving project managers and sales reliable order context within minutes.