Bind ERP + Freshsales Suite
Create Freshsales Suite deals from new Bind ERP invoices
Streamline your sales process by connecting Bind ERP and Freshsales Suite with this workflow. Whenever a new invoice is created in Bind ERP, a deal will be set up in Freshsales Suite, helping you stay organized and save time on manual data entry. Keep your sales pipeline up-to-date and ensure nothing slips through the cracks with this seamless automation.
Streamline your sales process by connecting Bind ERP and Freshsales Suite with this workflow. Whenever a new invoice is created in Bind ERP, a deal will be set up in Freshsales Suite, helping you stay organized and save time on manual data entry. Keep your sales pipeline up-to-date and ensure nothing slips through the cracks with this seamless automation.
- When this happens...New Invoice
Triggers when a new Invoice is created.
- automatically do this!Create Deal
Creates a new deal.
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New Invoice
Triggers when a new Invoice is created.
Try ItNew Activity
Triggers when a new activity is scheduled on the calendar.
Try ItNew Quote
Triggers when a new quote is created.
Try ItTitleRequired
CommentRequired
Start DateRequired
End DateRequired
Event TypeRequired
Is PublicRequired
Is RepeatableRequired
Repetitions
Repeat Interval
Repeat Interval Length
