Exact Online + Overloop Integration

Connect Exact Online to Overloop in 1 click

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Popular Exact Online + Overloop Workflows

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Overloop + Exact Online Integration

Create Exact Online contact from new Overloop company

If you have created a company in Overloop, it's important to create a contact in Exact Online. 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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Overloop + Exact Online Integration

Create Exact Online contact for new Overloop contact

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

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 Overloop and Exact Online!
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Exact Online + Overloop Integration
1.
  • Overloop
    Contact is created in Overloop
  • Overloop
    Contact is replied in Overloop
  • Overloop
    Exclusion List Item is created in Overloop
  • Overloop
    Campaign is created in Overloop
  • Overloop
    Workflow is created in Overloop
  • Overloop
    Pipeline is created in Overloop
  • Overloop
    Stage is created in Overloop
  • Overloop
    Organization is created in Overloop
  • Overloop
    Deal lost in Overloop
  • Overloop
    Deal won in Overloop
  • Overloop
    Deal is created in Overloop
  • Overloop
    User is created in Overloop
  • Overloop
    List is created in Overloop
2.
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Overloop
    Create new contact in Overloop
  • Overloop
    Search contact in Overloop
  • Overloop
    Enroll contact in workflow in Overloop
  • Overloop
    Enroll deal in workflow in Overloop
  • Overloop
    Add contact to exclusion list in Overloop
  • Overloop
    Update contact in Overloop
  • Overloop
    Remove contact from exclusion list in Overloop
  • Overloop
    Search organization in Overloop
  • Overloop
    Create new organization in Overloop
  • Overloop
    Update organization in Overloop
  • Overloop
    Create new deal in Overloop
  • Overloop
    Search deal in Overloop
  • Overloop
    Mark deal as lost in Overloop
  • Overloop
    Mark deal as won in Overloop
  • Overloop
    Update deal in Overloop
  • Overloop
    Enroll organization in workflow in Overloop
  • Overloop
    Search email in Overloop
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