Moneybird + Myphoner Integration

Connect Moneybird to Myphoner in 1 click

Integrate Moneybird + Myphoner For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Moneybird + Myphoner Workflows

Create Myphoner lead for new Moneybird contact

If you are using Moneybird, then you may want to also use Myphoner to manage your customer relationships. With the help of this automation, whenever you create a contact in Moneybird, a corresponding lead will be created in Myphoner.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

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Create Your Own Moneybird & Myphoner Integration Without Any Code

Create Custom Workflow

Contact is created in Moneybird Instant
Quote is created in Moneybird Instant
Sales invoice is created in Moneybird Instant
Sales invoice sent by email in Moneybird Instant
Lead is archived in Myphoner Instant
Lead is marked for call back in Myphoner Instant
Lead is lost in Myphoner Instant
Lead is won in Myphoner Instant

Create sales invoice in Moneybird
Send sales invoice in Moneybird
Create contact in Moneybird
Search contact in Moneybird
Create document in Moneybird
Add attachment to document in Moneybird
Create quote in Moneybird
Create lead in Myphoner
Mark lead as won in Myphoner
Mark lead as lost in Myphoner
Search lead by email in Myphoner
Mark lead for call back in Myphoner
Search for lead in Myphoner

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Want to automate something else in your workflow?

You Can Also Connect Moneybird or Myphoner With 1200+ Other Apps

Moneybird is the right solution for small businesses. It's cloud accounting software that offers an all-in-one dashboard for your business finances, so you can manage them in one place.

See Moneybird Integrations

Myphoner is the perfect tool for sales agents to improve their workflow and lead management. It helps track your leads, create a superior workflow, and make cold calling more efficient and effective.

See Myphoner Integrations