Update CRM contacts with extracted payment customer IDs
Update CRM contacts with extracted payment customer IDs
Your CRM contacts missing payment IDs force manual lookups and delay invoice reconciliation. Populate the payment ID so finance can reconcile and invoice accurately same day.
Overview
Unpopulated payment references create manual reconciliation work and slow invoicing cycles. This flow extracts payment customer IDs from contact links and writes them into the contact record, so billing staff can reconcile and invoice accurately the same day.