Create ERP customer from CRM activity and update record
Create ERP customer from CRM activity and update record
Your CRM activities for new accounts leave ERP without customer records, delaying billing and onboarding. Create ERP customers and write customer number back to CRM same day.
Overview
When reps mark a CRM activity to provision a customer, missing ERP records can stall billing and onboarding. This flow creates the ERP customer and writes the customer number back to the CRM within minutes, so billing and account teams can invoice and onboard same day.