BaseLinker + Overloop Integration

Do you use Overloop 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.

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 Overloop whenever an invoice is created.

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

When a new BaseLinker order is placed, it's important to create a Overloop contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Overloop contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Overloop contact for every BaseLinker order, you can maximize your chances of success with each customer.