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Update deal stage and attach product from paid checkout

Update deal stage and attach product from paid checkout

Your paid checkouts without a matched CRM deal leave reps and ops missing order context. Enable automatic deal updates and product attachment so fulfillment and reporting proceed within minutes.

Update deal stage and attach product from paid checkout

Workflow preview:

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Overview

If payments aren't tied to deals, fulfillment and revenue recognition stall—this flow moves paid orders into the CRM, marks deals Closed Won, and attaches product lines so reps can act immediately. Expect deals updated within minutes of payment and clear alerts when manual review is required.

Update deal stage and attach product from paid checkout