Integración con FYI

Descripción general

Connect your FYI document management service with Salescaling to keep your professional documents and sales data in sync.

Cómo funciona

• When a new document is created in FYI for a client, a new note or activity can be added to the corresponding contact in Salescaling.
• Keep your client documents and your sales pipeline perfectly organized.
• Streamline your document management and improve your professional workflows.