Running a business requires clarity: you need to know not only how many deals have been closed but also how much money has actually been credited to your account. Thanks to the integration of Finmap and NetHunt CRM, you’ll have all your payments in one place.
In this article, we’ll look at how to set up the automatic transfer of payment data to the CRM.
Benefits of integrating Finmap and NetHunt CRM
Finmap is a cash flow management tool. By using it alongside your CRM, you get:
Centralised tracking of payments and clients: All payments are collected in a single folder.
Error-free processing: The system automatically creates records in the folder and adds the amount.
Instant updates: As soon as a payment is entered into Finmap, the manager sees the new entry in the folder within NetHunt.
How to integrate Finmap with NetHunt
You’ll need to have a Finmap account or sign up for one.
Go to the Workflow section in NetHunt CRM and create a new automation. Our trigger will be a webhook event occurrs:
3. Copy the webhook URL:
4. Go to Finmap<open Company Settings<Webhooks<click "Add a webhook"<paste the URL there:
All done! The webhook will now trigger based on the following new events:
creation of a payment
editing of a payment
deletion of a payment.
💡Please note: You need to make a test transfer to this card or account in order to access all the fields available for setting up automation at this URL.
5. After making a transfer, click "Refresh fields":
💡Please note: Currently, the Finmap service transmits payment events via webhooks; therefore, the payload is designed to transmit payment attributes and Finmap entity IDs, rather than the customer’s personal contact details (email/phone number). Furthermore, payment services and banks almost never transmit customer data as separate transaction fields, but only payment attributes. This information can be obtained if, for example, it is specified in the payment comment, and you should only use this data from that specific field. You can use this value to build automation based on this field as a rule for duplicate detection.
6. When data arrives via a webhook, NetHunt should create a record in the ‘Payments’ folder. Add a filter to distinguish ‘Incoming transactions’ and select the value "Content Type" is "income":
"Yes" branch - add the ‘Create new record’ action. Map all the fields you need from your webhook. You can retrieve all the values from it to populate the card. Also, specify that it's an "Incoming transaction":
"No" branch - add an action to create a new record and specify the same fields, but this time as an "Outgoing transaction".
What we’ve achieved with this integration
Now, every time you record revenue in Finmap:
The information is instantly synced to NetHunt CRM.
The system creates a payment in the ‘Payments’ folder.
You can then link the payment to your deal with the client.
Your sales and accounts departments are finally working as one!
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