Update CRM lead records with recent invoice amounts
Update CRM lead records with recent invoice amounts
New invoices aren't linked to CRM leads, leaving reps without payment context and causing delayed collections. Attach invoice amounts to leads so reps act with billing-ready context within days.
Overview
When invoice amounts aren't visible on lead records, reps lose important payment context and outreach becomes awkward. This flow writes invoice amounts directly to matching leads so sales and billing see payment status within minutes, improving reconciliation before the next billing run.