Keep marketing ops updated when proposals are marked paid
Keep marketing ops updated when proposals are marked paid
Marketing ops lose campaign triggers when proposal payments aren't updated in the CRM, causing reconciliation gaps and missed follow-up. Automated invoice-paid triggers update proposal records so finance and marketing see accurate revenue.
Overview
Missed CRM payment updates create reconciliation gaps and missed customer outreach. This workflow ties invoice-paid events to proposal records so finance and marketing work from a single source of truth—eliminating revenue recognition gaps and keeping an audit-friendly trail.
Notable Features
- Mark proposal records as paid
- Notify finance and marketing owners
- Create audit-friendly payment history