IRIS KashFlow + Pardot Integration

Connect IRIS KashFlow to Pardot - Automate your workflows in 1-click

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Pardot + IRIS KashFlow Integration

Create IRIS KashFlow customer for new Pardot prospect

In order to keep your accounting and customer records in sync, when you create a prospect in Pardot, 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 Pardot and IRIS KashFlow!
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IRIS KashFlow + Pardot Integration
1.
  • Pardot
    Prospect is created in Pardot
2.
  • 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
  • Pardot
    Create prospect in Pardot
  • Pardot
    Search prospect in Pardot
  • Pardot
    Update prospect in Pardot
  • Pardot
    Add prospect to list in Pardot
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