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Create company records in your central customer table

Create company records in your central customer table

Your new CRM company entries often sit outside your operations database, causing onboarding and invoicing delays. Add them to the central customer table so sales ops and billing can act the same day.

Create company records in your central customer table

Overview

When a company is added in your CRM it should be usable across ops immediately rather than sitting in a silo. This flow captures new companies into your central customer table so sales ops and billing can onboard and invoice the same day.

Create company records in your central customer table