Popular easybill + TeamWave Workflows
Create easybill contact for new TeamWave 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 TeamWave - easybill integration, anytime a new TeamWave 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 TeamWave person
When you create a person in TeamWave, 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 TeamWave task
All you need to do is - integrate easybill with TeamWave to create task in easybill automatically when certain task occur in TeamWave. This can save you time by not having to manually create tasks in both systems.
Create easybill task for new TeamWave deal
With our integration between TeamWave and easybill, creating task in easybill is now easier than ever. Whenever a deal is created in TeamWave, you can automatically create a corresponding task in easybill to keep your team up-to-date.
Create easybill task for updated TeamWave person
When Person is created in TeamWave > Check any condition > Create task in easybill
When Person is created in TeamWave > Check condition > Create contact in easybill
When Person is created in TeamWave > Check condition > Create Customer in easybill
When Person is created in TeamWave > 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 IntegrationsTeamWave is a unified platform that allows you to manage your projects, sales and customer relations (CRM) and human resource efficiently. It's packed with features like project management, automation, time tracking and reporting.
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