Freshsales classic + IRIS KashFlow Integration

Connect Freshsales classic to IRIS KashFlow in 1 click

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Freshsales classic + IRIS KashFlow Integration

Create IRIS KashFlow customer from new Freshsales classic account

If you have created a account in Freshsales classic, it's important to create a customer in IRIS KashFlow. 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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Freshsales classic + IRIS KashFlow Integration

Create IRIS KashFlow order for new Freshsales classic deal

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

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

Create IRIS KashFlow customer for new Freshsales classic contact

In order to keep your accounting and customer records in sync, when you create a contact in Freshsales classic, this automation will automatically create a customer in IRIS KashFlow.

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 Freshsales classic and IRIS KashFlow!
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Freshsales classic + IRIS KashFlow Integration
1.
  • Freshsales classic
    Lead is created in Freshsales classic
  • Freshsales classic
    Lead is updated in Freshsales classic
  • Freshsales classic
    Deal is created in Freshsales classic
  • Freshsales classic
    Deal is updated in Freshsales classic
  • Freshsales classic
    Contact is created in Freshsales classic
  • Freshsales classic
    Contact is updated in Freshsales classic
  • Freshsales classic
    Account is created in Freshsales classic
  • Freshsales classic
    Account is updated in Freshsales classic
2.
  • Freshsales classic
    Create lead in Freshsales classic
  • Freshsales classic
    Search lead in Freshsales classic
  • Freshsales classic
    Update lead in Freshsales classic
  • Freshsales classic
    Lead convert in Freshsales classic
  • Freshsales classic
    Add note to lead in Freshsales classic
  • Freshsales classic
    Create task for lead in Freshsales classic
  • Freshsales classic
    Create contact in Freshsales classic
  • Freshsales classic
    Update contact in Freshsales classic
  • Freshsales classic
    Search contact in Freshsales classic
  • Freshsales classic
    Add note to contact in Freshsales classic
  • Freshsales classic
    Create task for contact in Freshsales classic
  • Freshsales classic
    Create deal in Freshsales classic
  • Freshsales classic
    Search deal in Freshsales classic
  • Freshsales classic
    Add note to deal in Freshsales classic
  • Freshsales classic
    Create task for deal in Freshsales classic
  • Freshsales classic
    Create account in Freshsales classic
  • Freshsales classic
    Search account in Freshsales classic
  • Freshsales classic
    Create task for account in Freshsales classic
  • Freshsales classic
    Add note to account in Freshsales classic
  • IRIS KashFlow
    Create invoice in IRIS KashFlow
  • IRIS KashFlow
    Search invoice in IRIS KashFlow
  • IRIS KashFlow
    Search customer in IRIS KashFlow
  • IRIS KashFlow
    Create customer in IRIS KashFlow
  • IRIS KashFlow
    Add payment in IRIS KashFlow
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