IRIS KashFlow + PipelineCRM Integration

If you have created a company in PipelineDeals, 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.

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

When you create a deal in PipelineDeals, 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 PipelineDeals and IRIS KashFlow.

In order to keep your accounting and customer records in sync, when you create a person in PipelineDeals, 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 PipelineDeals and IRIS KashFlow!