CompanyHub + Ko-fi Integration

As an online store owner, you're likely using Ko-fi to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Ko-fi with CompanyHub? This integration will allow you to automatically create a contact for each new shop order in CompanyHub.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

With this Ko-fi - CompanyHub integration, whenever a new Ko-fi shop order is placed, a new CompanyHub record will be created for it. This simple automation will help you keep track of your shop orders and make sure that each one is processed properly.

You can even customize your CompanyHub spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.

When you make a Ko-fi in Ko-fi, be sure to create a task in CompanyHub! This will ensure that your team is aware of the Ko-fi and can update the books as needed.

Creating a task also allows you to track the progress of the Ko-fi and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!

If you use Ko-fi as your bookkeeping software, there's an easy way to create task in CompanyHub. With the help of this automation, whenever you create a new shop order in Ko-fi, a task will automatically be created in CompanyHub for that shop order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each shop order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!