Popular Concord + easybill Workflows
Create easybill contact for new Concord contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Concord - easybill integration, anytime a new Concord contact is created, an easybill contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create easybill task for new Concord contact
When you create a contact in Concord, do you also create a task in easybill? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create easybill task for new Concord deal
With our integration between Concord and easybill, creating task in easybill is now easier than ever. Whenever a deal is created in Concord, you can automatically create a corresponding task in easybill to keep your team up-to-date.
When Contact is created in Concord > Check any condition > Create task in easybill
When User is created in Concord > Check any condition > Create task in easybill
When Contact is created in Concord > Check condition > Create contact in easybill
When Contact is created in Concord > Check condition > Create Customer in easybill
When Contact is created in Concord > Check condition > Create customer group in easybill
When User is created in Concord > Check condition > Create contact in easybill
When User is created in Concord > Check condition > Create Customer in easybill
When User is created in Concord > Check condition > Create customer group in easybill
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Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.
See Concord Integrationseasybill is an invoicing solution with an intuitive interface, legal compliance, and customizable templates. It helps you manage orders, automate recurring invoices, and stay organized with project and task management.
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