Update customer lifetime value in CRM after payment completes
Update customer lifetime value in CRM after payment completes
Your completed payments and booking notes often miss reconciliation, leaving LTV and project billing out of date. Keep LTV and payment logs current so billing acts on accurate revenue same day.
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Overview
When payments arrive at your point of sale, manual reconciliation can leave LTV and project billing out of sync, delaying invoicing and project handoffs. This flow updates CRM LTV and finance trackers immediately and posts a concise team note so billing and operations see revenue and project status same day.