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Create CRM contact and sales record from paid invoice

Create CRM contact and sales record from paid invoice

Your subscription payments often arrive without a linked customer, delaying follow-up and accounting. Enrich contact records and create sales invoices so billing is ready same day.

Create CRM contact and sales record from paid invoice

Overview

Paid subscription invoices should immediately create both customer records and accounting entries so revenue doesn't slip through the cracks. This flow turns each paid invoice into a CRM contact, a won deal, and a draft sales invoice so billing and sales are ready the same day.

Create CRM contact and sales record from paid invoice