CRM + Stripe + SendGrid — the holy trinity workflow

If you run an agency or service business, this is the workflow that changed everything for me. **Trigger:** New opportunity moves to "Won" stage in CRM **Steps:** 1. Create Stripe customer from CRM contact data 2. Generate invoice based on opportunity value 3. Send branded invoice email via SendGrid 4. Update CRM with Stripe customer ID 5. Create onboarding task list 6. Send internal notification to team All 6 steps execute in under 10 seconds. No manual data entry. Happy to walk anyone through setting this up.