PipelineDeals + FastBill Integration

Connect PipelineDeals to FastBill in 1 click

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Popular PipelineDeals + FastBill Workflows

Create FastBill contact from new PipelineDeals company

If you have created a company in PipelineDeals, it's important to create a contact in FastBill. 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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Create FastBill order for new PipelineDeals deal

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

When you create a deal in PipelineDeals, 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 PipelineDeals and FastBill.

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Create FastBill contact for new PipelineDeals person

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 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 PipelineDeals and FastBill!

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Person is created in PipelineDeals Instant
Company is created in PipelineDeals Instant
Deal is created in PipelineDeals Instant
Deal status is changed in PipelineDeals Instant
Deal is moved in PipelineDeals Instant

Create Deal in PipelineDeals
Update Deal in PipelineDeals
Create Person in PipelineDeals
Update Person in PipelineDeals
Create Company in PipelineDeals
Update Company in PipelineDeals
Search company in PipelineDeals
Search deal in PipelineDeals
Create Task in PipelineDeals
Create Activity (Note) in PipelineDeals
Finalize invoice in FastBill
Create revenue in FastBill
Create invoice in FastBill
Create offer in FastBill
Create customer in FastBill

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Integrate PipelineDeals & FastBill In 1 Click
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You Can Also Integrate PipelineDeals & FastBill With 1100+ Other Apps

PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!

See PipelineDeals Integrations

Ditch the paperwork! FastBill automates invoicing, receipt management, and bookkeeping for freelancers and small businesses. Create professional invoices, categorize expenses, and gain real-time financial insights - all in one secure platform.

See FastBill Integrations