Keep ops coordinators' CRM billing aligned after payments

Ops coordinators lose plan accuracy when paid charges don't reach the CRM, causing billing mismatches. Keep contacts showing paid plans so sales and customer success act on accurate subscriptions.

Overview

Billing mismatches leave account owners acting on stale plans, delaying renewals and support. This workflow ensures paid plans populate CRM contacts so sales and customer success act on accurate subscriptions, reducing manual fixes and improving response times.

Notable Features

Update CRM contact plan property
Filter out zero amount charges
Notify account owners on changes