AeroLeads + Moneybird Integration

Connect AeroLeads to Moneybird in 1 click

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AeroLeads + Moneybird Integration

Create Moneybird contact for new AeroLeads prospect

In order to keep your accounting and customer records in sync, when you create a prospect in AeroLeads, 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 AeroLeads and Moneybird!
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AeroLeads + Moneybird Integration
1.
  • AeroLeads
    Prospect is created in AeroLeads
  • Moneybird
    Contact is created in Moneybird Instant
  • Moneybird
    Quote is created in Moneybird Instant
  • Moneybird
    Sales invoice is created in Moneybird Instant
  • Moneybird
    Sales invoice sent by email in Moneybird Instant
2.
  • Moneybird
    Create sales invoice in Moneybird
  • Moneybird
    Send sales invoice in Moneybird
  • Moneybird
    Create contact in Moneybird
  • Moneybird
    Search contact in Moneybird
  • Moneybird
    Create document in Moneybird
  • Moneybird
    Add attachment to document in Moneybird
  • Moneybird
    Create quote in Moneybird
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