Add new Revamp CRM contacts to FreshBooks as new clients
When this happensStep 1: New Customer
Then do thisStep 2: Create Client
Does your sales team use Revamp CRM as their CRM? Use Zapier to start adding new clients to FreshBooks as your Revamp CRM contacts are created. Once you set up this Revamp CRM to FreshBooks integration, new Revamp CRM contacts from that point forward are individually added to FreshBooks as new clients.
How It Works
- A new Revamp CRM contact is created
- Zapier adds the data submitted to FreshBooks as a client
- Revamp CRM