FastBill + Salesmate Integration

Connect FastBill to Salesmate in 1 click

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Popular FastBill + Salesmate Workflows

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Salesmate + FastBill Integration

Create FastBill contact from new Salesmate company

If you have created a company in Salesmate, 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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Salesmate + FastBill Integration

Create FastBill order for new Salesmate deal

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

When you create a deal in Salesmate, 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 Salesmate and FastBill.
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Salesmate + FastBill Integration

Create FastBill contact for new Salesmate contact

In order to keep your accounting and customer records in sync, when you create a contact in Salesmate, 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 Salesmate and FastBill!
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FastBill + Salesmate Integration
1.
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
2.
  • FastBill
    Finalize invoice in FastBill
  • FastBill
    Add revenue in FastBill
  • FastBill
    Create invoice in FastBill
  • FastBill
    Create offer in FastBill
  • FastBill
    Create customer in FastBill
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate
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You Can Also Connect FastBill or Salesmate With 1200+ Other Apps

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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.

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Our platform brings the entire sales process under one roof. From prospecting to opportunity management, pipeline automation to lead scoring and more— Salesmate automates your sales process to deliver predictable results.

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