We integrated Fishbowl with Vtiger for our client so the information is synchronized in both systems creating a smoother sales process. Their process is as follows: create the client record in Vtiger –> create the quote in Vtiger –> turn quote into invoice or sales order in Fishbowl –> sales order executed in Fishbowl
With this integration, the information is updated and accurate in both systems because it is synchronized:
- Create a sales order in Fishbowl from Vtiger: user clicks “Send Order to Fishbowl”
- Sync products from Fishbowl to Vtiger: every hour products are checked in Fishbowl and updated in Vtiger if changes have been made
- Sync invoices from Fishbowl to Vtiger: same process as products
Contact us to learn more or for help with your Vtiger CRM!
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