FastBill + PersistIQ Integration

Connect FastBill to PersistIQ in 1 click

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PersistIQ + FastBill Integration

Create FastBill contact for new PersistIQ prospect

In order to keep your accounting and customer records in sync, when you create a prospect in PersistIQ, 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 PersistIQ and FastBill!
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FastBill + PersistIQ Integration
1.
  • PersistIQ
    Prospect is created in PersistIQ
2.
  • FastBill
    Create customer in FastBill
  • FastBill
    Create offer in FastBill
  • FastBill
    Create invoice in FastBill
  • FastBill
    Add revenue in FastBill
  • FastBill
    Finalize invoice in FastBill
  • PersistIQ
    Add prospect to campaign in PersistIQ
  • PersistIQ
    Create or update prospect in PersistIQ
  • PersistIQ
    Create prospect in PersistIQ
  • PersistIQ
    Update prospect status in PersistIQ
  • PersistIQ
    Add do not contact domain in PersistIQ
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