Add subscription renewals to CRM and finance sheet

Your subscription renewals arrive without CRM context, leaving opportunities unrecorded and finance without reconciled rows. Leads and opportunities are updated and a finance row added same day.

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Overview

When a subscription renewal posts, your reps and billing immediately see the revenue and matching CRM record, avoiding time-consuming manual reconciliation. That delivers same-day financial visibility and faster, commission-ready data for sales leadership.