Popular Salesflare + easybill Workflows
Create easybill contact for new Salesflare person
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 Salesflare - easybill integration, anytime a new Salesflare person 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 Salesflare person
When you create a person in Salesflare, 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 Salesflare task
All you need to do is - integrate easybill with Salesflare to create task in easybill automatically when certain task occur in Salesflare. This can save you time by not having to manually create tasks in both systems.
Create easybill task for new Salesflare opportunity
With our integration between Salesflare and easybill, creating task in easybill is now easier than ever. Whenever a opportunity is created in Salesflare, you can automatically create a corresponding task in easybill to keep your team up-to-date.
When Contact is created in Salesflare > Check any condition > Create task in easybill
When Person is created in Salesflare > Check any condition > Create task in easybill
When User is created in Salesflare > Check any condition > Create task in easybill
When Contact is created in Salesflare > Check condition > Create contact in easybill
When Contact is created in Salesflare > Check condition > Create Customer in easybill
When Contact is created in Salesflare > Check condition > Create customer group in easybill
When Person is created in Salesflare > Check condition > Create contact in easybill
When Person is created in Salesflare > Check condition > Create Customer in easybill
When Person is created in Salesflare > Check condition > Create customer group in easybill
When User is created in Salesflare > Check condition > Create contact in easybill
When User is created in Salesflare > Check condition > Create Customer in easybill
When User is created in Salesflare > Check condition > Create customer group in easybill
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Salesflare's mission is to help startups grow their sales. It's AI-driven approach automatically gathers data from every incoming lead and contact, making it easy to organise and prioritise your sales efforts.
See Salesflare Integrationseasybill 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.
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