Billing vs CRM ghost customers lists
We looked this up in the docs; we have not run it in a bot yet.
Updated 15 Oct 2026.
Match every customer in the billing sheet against the CRM by company name and email domain. Produce three read-only lists: (1) paying but missing from CRM, (2) marked as customers in CRM but not paying, (3) paying a different amount than CRM records. Add up the money in each list. Change no records, contact no one, and do not update either system.
Fill in
Nothing to fill in.
Connectors
Google Sheets, CRM
Expected result
Three labeled lists with totals.
Uses this feature
Credit
Idea from @@LimestoneHQ. Written here in our own words.
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