CallRail + Invoiced Integration

If you have created a company in CallRail, it's important to create a contact in Invoiced. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

CallRail is a great CRM tool for managing customer data, but it can be time-consuming to create a new contact record in Invoiced every time you add a new contact.

But don't worry anymore. With this Invoiced Salesforce integration, you can connect your contact and contact records, so that when a new contact is created in CallRail, you'll automatically receive a corresponding contact record in Invoiced.

When you create a company in CallRail, be sure to also create a contact in Invoiced. This will help ensure that your accounts are correctly linked and that the transactions flow smoothly between the two systems.

Creating and linking your accounts in this way can save you time and hassle down the road.