Synchronize clients with Freshbooks and Highrise CRM.

We are happy to announce integration with Freshbooks and Highrise CRM. Now you can use Quote Roller in combination with your favorite systems.

Integration with Freshbooks and Highrise

At this time our proposal application offers clients import and synchronization. Here is how it works:

  1. Access your account and navigate to “Clients” tab
  2. Click on “Import Contacts”
  3. Choose the system you’d like to synchronize contacts with.
  4. Specify Freshbook or Highrise account’s domain name and authentication tokens.
  5. Click Next. You’ll see a list of clients that could be captured by Quote Roller. Clients with incomplete data will be highlighted with the red marker.
  6. Click Done and get your clients imported.

Comments

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