Create Float person from new Bind ERP prospect
If you're using Bind ERP and Float to track time for your projects, you'll want to make sure that the prospect you create in Bind ERP is also created as a person in Float.
This will ensure that time tracked for that prospect is attributed to the correct person in Float, and that you can easily generate reports and invoices for them.
But having to do this manually can be a lot of a pain. But never fear, there's an easy way to fix this! Just activate this automation, connect the accounts and you are all set.
See moreThis will ensure that time tracked for that prospect is attributed to the correct person in Float, and that you can easily generate reports and invoices for them.
But having to do this manually can be a lot of a pain. But never fear, there's an easy way to fix this! Just activate this automation, connect the accounts and you are all set.
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