Update deal records when trial payment webhooks arrive
Update deal records when trial payment webhooks arrive
Your trial payment webhooks lack updated deal context, causing handoffs to stall. It updates deals and logs payments so project managers and billing staff see status within minutes.
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Overview
When payment webhooks aren't attached to deals, project managers and billing staff scramble and onboarding stalls. This flow ties incoming payment signals to the CRM and an audit log so teams see paid trials within minutes and can act immediately.