Exact Online + PipelineCRM Integration

If you have created a company in PipelineDeals, 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.

In order to keep your accounting and customer records in sync, when you create a person in PipelineDeals, 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 PipelineDeals and Exact Online!

If you are using Exact Online, then you may want to also use PipelineCRM to manage your customer relationships. With the help of this automation, whenever you create a contact in Exact Online, a corresponding person will be created in PipelineCRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

With the growth of Exact Online, many companies are looking for ways to connect their Exact Online account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in PipelineCRM every time a contact is created in Exact Online.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.