Update CRM deal amounts and log payments to sheet
Update CRM deal amounts and log payments to sheet
Payments arrive without CRM updates, leaving account managers without deal context and slowing reconciliation. This updates deal amounts and logs payments so you can reconcile and follow up same day.
Overview
Unreconciled payments break forecast accuracy and slow account teams; this flow writes each settled payment to your payments sheet and updates the associated CRM deal so account managers immediately see paid amounts. That keeps reconciliation and follow-up on the same day and reduces manual lookups.