Popular easybill + BoondManager Workflows
Create easybill contact for new BoondManager 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 BoondManager - easybill integration, anytime a new BoondManager 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 BoondManager contact
When you create a contact in BoondManager, 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.
Create easybill task for new BoondManager opportunities
With our integration between BoondManager and easybill, creating task in easybill is now easier than ever. Whenever a opportunities is created in BoondManager, you can automatically create a corresponding task in easybill to keep your team up-to-date.
Create easybill task for updated BoondManager contact
When Candidate is created in BoondManager > Check any condition > Create task in easybill
When Candidate is created in BoondManager > Check condition > Create contact in easybill
When Candidate is created in BoondManager > Check condition > Create Customer in easybill
When Candidate is created in BoondManager > Check condition > Create customer group in easybill
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easybill 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.
See easybill IntegrationsBoondManager is a feature-rich ERP software that simplifies IT services and consulting firms' management. With intuitive modules for recruitment, CRM, project management, and more, it streamlines your operations and boosts productivity.
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