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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

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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