ConvergeHub + FastBill Integration

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ConvergeHub + FastBill Integration

Create FastBill contact from new ConvergeHub account

If you have created a account in ConvergeHub, it's important to create a contact in FastBill. 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.
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ConvergeHub + FastBill Integration

Create FastBill order for new ConvergeHub deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. ConvergeHub and FastBill work together to make accounting and bookkeeping simple.

When you create a deal in ConvergeHub, it will automatically create an order in FastBill. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with ConvergeHub and FastBill.
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ConvergeHub + FastBill Integration

Create FastBill contact for new ConvergeHub contact

In order to keep your accounting and customer records in sync, when you create a contact in ConvergeHub, this automation will automatically create a contact in FastBill.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with ConvergeHub and FastBill!
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ConvergeHub + FastBill Integration
1.
  • ConvergeHub
    Lead is created in ConvergeHub
  • ConvergeHub
    Account is created in ConvergeHub
  • ConvergeHub
    Target is created in ConvergeHub
  • ConvergeHub
    Contact is created in ConvergeHub
  • ConvergeHub
    Deal is created in ConvergeHub
  • ConvergeHub
    Task is created in ConvergeHub
  • ConvergeHub
    Event is created in ConvergeHub
2.
  • ConvergeHub
    Create lead in ConvergeHub
  • ConvergeHub
    Create contact in ConvergeHub
  • ConvergeHub
    Create deal in ConvergeHub
  • ConvergeHub
    Create target in ConvergeHub
  • ConvergeHub
    Create task in ConvergeHub
  • ConvergeHub
    Create account in ConvergeHub
  • ConvergeHub
    Create event in ConvergeHub
  • FastBill
    Finalize invoice in FastBill
  • FastBill
    Add revenue in FastBill
  • FastBill
    Create invoice in FastBill
  • FastBill
    Create offer in FastBill
  • FastBill
    Create customer in FastBill
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You Can Also Connect ConvergeHub or FastBill With 1200+ Other Apps

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ConvergeHub is a powerful CRM that helps you manage leads & customers, create contacts, follow up on deals, schedule meetings, follow social media updates and monitor competitors with ease.

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Ditch the paperwork! FastBill automates invoicing, receipt management, and bookkeeping for freelancers and small businesses. Create professional invoices, categorize expenses, and gain real-time financial insights - all in one secure platform.

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