Keep CRM invoice totals current for sales reps

Sales reps see stale invoice totals in CRM, causing misprioritized pipeline and missed follow-ups. Hourly pulls refresh CRM and internal leads table in near real time so reps act on current revenue.

Overview

Stale invoice totals cause reps to chase the wrong opportunities and weaken forecasting. This workflow keeps CRM and internal lead records aligned with job invoices, enabling reps to prioritize revenue-accurate deals and reducing missed follow-ups.

Notable Features

Pull invoice totals on schedule
Update CRM and leads table
Flag revenue changes for reps