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Create or update ERP job records from CRM

Create or update ERP job records from CRM

Your CRM job entries aren't mirrored in ERP, forcing project coordinators and billing to reconcile missing projects. Align records so teams can assign work and bill on time.

Create or update ERP job records from CRM

Overview

When CRM job records don't land in ERP, project coordinators and billing waste hours reconciling gaps and missed invoices. This flow mirrors CRM jobs into the ERP and returns the ERP link to the CRM so teams can assign work and bill accurately ahead of invoicing runs.

Create or update ERP job records from CRM