Kylas CRM + FastBill Integration

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Kylas CRM + FastBill Integration

Create FastBill order for new Kylas CRM deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Kylas CRM and FastBill work together to make accounting and bookkeeping simple.

When you create a deal in Kylas CRM, it will automatically create an order in FastBill. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Kylas CRM and FastBill.
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Kylas CRM + FastBill Integration

Create FastBill contact for new Kylas CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Kylas CRM, this automation will automatically create a contact in FastBill.

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 Kylas CRM and FastBill!
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Kylas CRM + FastBill Integration
1.
  • Kylas CRM
    Lead is created in Kylas CRM Instant
  • Kylas CRM
    Lead is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is created in Kylas CRM Instant
  • Kylas CRM
    Deal is updated in Kylas CRM Instant
  • Kylas CRM
    Deal is created in Kylas CRM Instant
2.
  • Kylas CRM
    Create contact in Kylas CRM
  • Kylas CRM
    Create Lead in Kylas CRM
  • Kylas CRM
    Create deal in Kylas CRM
  • Kylas CRM
    Create company in Kylas CRM
  • FastBill
    Create customer in FastBill
  • FastBill
    Create offer in FastBill
  • FastBill
    Create invoice in FastBill
  • FastBill
    Create revenue in FastBill
  • FastBill
    Finalize invoice in FastBill
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