Fluent CRM + Moneybird Integration

Connect Fluent CRM to Moneybird in 1 click

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Popular Fluent CRM + Moneybird Workflows

Create Moneybird contact for new Fluent CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Fluent CRM, this automation will automatically create a contact in Moneybird.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Fluent CRM and Moneybird!

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Create Automation

Contact is created in Fluent CRM
Contact is updated in Fluent CRM
Contact is created in Moneybird Instant
Quote is created in Moneybird Instant
Sales invoice is created in Moneybird Instant
Sales invoice sent by email in Moneybird Instant

Create contact in Fluent CRM
Search contact in Fluent CRM
Update contact in Fluent CRM
Add note to contact in Fluent CRM
Create sales invoice in Moneybird
Send sales invoice in Moneybird
Create contact in Moneybird
Search contact in Moneybird
Create document in Moneybird
Add attachment to document in Moneybird
Create quote in Moneybird

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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Integrate Fluent CRM & Moneybird In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Fluent CRM & Moneybird with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Fluent CRM & Moneybird With 1100+ Other Apps

Fluent is a sleek, intuitive and integrated WordPress CRM that helps you manage your leads from the very first touch-point to the most advanced stages of the sales funnel – all in one place.

See Fluent CRM Integrations

Moneybird is the right solution for small businesses. It's cloud accounting software that offers an all-in-one dashboard for your business finances, so you can manage them in one place.

See Moneybird Integrations