Popular Apollo + easybill Workflows
Create easybill contact for new Apollo 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 Apollo - easybill integration, anytime a new Apollo 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 Apollo contact
When you create a contact in Apollo, 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.
When Contact is created in Apollo > Check any condition > Create task in easybill
When Contact is created in Apollo > Check condition > Create contact in easybill
When Contact is created in Apollo > Check condition > Create Customer in easybill
When Contact is created in Apollo > Check condition > Create customer group in easybill
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Apollo is the only connection to your buyers that you need. It consists of a database, lead generation tools and analytics in one place, which makes it easy to find and engage with qualified leads.
See Apollo 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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