Convert Builder + easybill Integration

If you're using easybill to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding contact should also be created in Convert Builder.

This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.

When someone completes your Convert Builder, a new contact is automatically created in your easybill. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Convert Builder is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Convert Builder - easybill integration set up makes it easy to manage your customer relationships and grow your business.

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new easybill contact and Convert Builder contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

Automatically creating a easybill task for every new Convert Builder form submission not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no form submission will fall through the cracks and that your easybill team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!

As an online store owner, you're likely using Convert Builder 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 Convert Builder with easybill? This integration will allow you to automatically create a contact for each new order in easybill.

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

Every time a new Convert Builder event is created, this Convert Builder - easybill integration will generate a corresponding task in easybill automatically. This helps ensure that your team is always aware of the new events and can take the appropriate action.

Plus, it saves you time by eliminating the need to manually create tasks in easybill for all such Convert Builder events. The task can be assigned to the relevant team member and include all the necessary details such as the date, time, and other details of the booking.

By having this process automated, it will ensure that every booking is properly managed and that no bookings are forgotten about or left unmanaged. Additionally, it will help to keep the team organized and on track, as they will always know what needs to be done and when.