Vtiger CRM + BaseLinker Integration

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 account profile in Vtiger CRM whenever an invoice is created.

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

If you use BaseLinker to manage your invoice, you can also use Vtiger CRM to create and manage to do associated with those invoice. Creating a to do in Vtiger CRM 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.

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 Vtiger CRM? This integration will allow you to automatically create a contact for each new order in Vtiger CRM.

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