Update opportunity when loan payment posts to CRM
Update opportunity when loan payment posts to CRM
Your Opportunity records lack paid-event data from loan feeds, leaving settlements unclear. It writes paid date and amount to the Opportunity for same-day reconciliation.
Overview
Incoming loan-paid webhooks should enrich your Opportunity records so finance and sales have a single source for settlements. This flow writes paid date and amount immediately and issues alerts when no Opportunity exists, enabling same-day reconciliation and cleaner commission processing.