Ready workflows for PipelineDeals + IRIS KashFlow Integration
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Create IRIS KashFlow order for new PipelineDeals deal
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.
Create IRIS KashFlow customer for new PipelineDeals person
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!
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Create Your Own PipelineDeals & IRIS KashFlow Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between PipelineDeals & IRIS KashFlow
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Integrate PipelineDeals & IRIS KashFlow In 1 Click
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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 IntegrationsIRIS KashFlow is purpose built for small businesses with accounting needs from A to Z. It helps you manage finances, bookkeeping and tax compliance in one place, allowing you to spend more time on your business.
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