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  1. Billing Automation
  2. Billing Management
  3. Sync billing status

Update billing status in crm upon payment receipt

Automatically update billing status in your CRM whenever a payment is received, ensuring real-time accuracy of customer records without manual intervention. This automation reduces billing errors, streamlines follow-up tasks, and keeps your sales and finance teams aligned. By connecting payment notifications directly to your CRM, you can trigger workflows, send notifications, and maintain up-to-date deal or account statuses effortlessly.

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  • Recruit CRM
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  • Zoho CRM