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Update CRM deal amount after bill is marked paid

Update CRM deal amount after bill is marked paid

Your paid bills aren't updating CRM deals, leaving deal totals out of date for account managers and billing staff. Keep deal amounts current so teams reconcile the same day.

Update CRM deal amount after bill is marked paid

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Overview

When paid bills never reach your CRM, deal amounts and forecasts stay incorrect and reconciliation drags on. This flow pushes paid totals into deals and triggers CRM workflows so account managers and billing staff see updated revenue and reconcile the same day.

Update CRM deal amount after bill is marked paid