CompanyHub + BaseLinker Integration

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CompanyHub + BaseLinker Integration

Create BaseLinker invoice from new CompanyHub deal

Do you use CompanyHub to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in BaseLinker?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
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BaseLinker + CompanyHub Integration

Create CompanyHub contact from new BaseLinker order

As an online store owner, you're likely using BaseLinker 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 BaseLinker with CompanyHub? This integration will allow you to automatically create a contact for each new order in CompanyHub.

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

Create CompanyHub record for new BaseLinker order

With this BaseLinker - CompanyHub integration, whenever a new BaseLinker order is placed, a new CompanyHub record will be created for it. This simple automation will help you keep track of your 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.
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BaseLinker + CompanyHub Integration

Create CompanyHub company from new BaseLinker invoice

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

Thankfully, there is! Just setup this automation to stay organized and streamlined with CompanyHub and BaseLinker!
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BaseLinker + CompanyHub Integration

Create CompanyHub task for new BaseLinker invoice

If you use BaseLinker to manage your invoice, you can also use CompanyHub to create and manage task associated with those invoice. Creating a task in CompanyHub 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.
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CompanyHub + BaseLinker Integration
1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
  • BaseLinker
    Order is created in BaseLinker
  • BaseLinker
    Invoice is created in BaseLinker
2.
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Search table in CompanyHub
  • BaseLinker
    Create order in BaseLinker
  • BaseLinker
    Update order in BaseLinker
  • BaseLinker
    Search order by phone in BaseLinker
  • BaseLinker
    Search order by email in BaseLinker
  • BaseLinker
    Get order by Id in BaseLinker
  • BaseLinker
    Add invoce in BaseLinker
  • BaseLinker
    Add a tracking number in BaseLinker
  • BaseLinker
    Get order package in BaseLinker
  • BaseLinker
    Add payment in BaseLinker
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