Update deal records when new invoices are created
Update deal records when new invoices are created
Your deal records miss invoice IDs and totals after accounting invoices are created, leaving campaign managers without revenue context. This adds invoice references to deals for same-day reporting.
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Overview
Invoices created in accounting often don’t surface in CRM deals, leaving campaign managers without revenue context and hurting attribution. This flow writes invoice IDs and totals back to deals so marketing ops gets same-day visibility for reporting and nurture decisions.