CRM Integration for Fishbowl
Our Fishbowl CRM helps with tracking and nurturing your customers, conversions, and leads to help drive you through the sales cycle and give you the power to manage your business with ease.
How it Works
Leads and opportunities are managed in the CRM. The integration begins once the opportunity/quote is finalized. The related customer data will be downloaded and updated to Fishbowl. The order is then fulfilled and shipped in Fishbowl.
Our integration will write back to the CRM the shipment tracking information, sales order, and opportunity fulfillment status. The integration will also update the Quantities available for sale in CRM.