Aero Workflow + Syncro Integration

If you're a small business owner who uses Syncro to manage your finances, you may be wondering if there's a way to automatically create a company profile in Aero Workflow whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Aero Workflow and Syncro!

When you make a payment in Syncro, be sure to create a task in Aero Workflow! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment 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 Syncro to manage your invoice, you can also use Aero Workflow to create and manage task associated with those invoice. Creating a task in Aero Workflow will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 Syncro - Aero Workflow integration, anytime a new Syncro customer is created, an Aero Workflow 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.

Syncro and Aero Workflow are both powerful tools that, when used correctly, can help you become more productive.

When you create a customer in Syncro, do you also create a task in Aero Workflow? 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.