Create or update customer ERP record from external ID
Create or update customer ERP record from external ID
Your CRM accounts often lack a linked ERP customer record, causing billing and enrollment teams to pause processing and outreach. Keep records synchronized so billing and enrollment proceed same day.
Overview
When CRM accounts arrive without linked ERP IDs, billing and enrollment work stalls and requires manual fixes. This flow finds or creates the ERP customer, returns ERP IDs and address defaults, and enables billing and course access same day.