Batchbook is a small business CRM solution. Build meaningful relationships with customers with this easy to use tool.
You can trigger your Flow XO flows on the following Batchbook events:
- New Company
- New Person
And you can use the following actions as part of your Flow XO flow:
- Add, Update, Get and Delete a Company
- Add, Update, Get and Delete a Person
Connecting Your Account
Connecting your account is easy - you'll just need to retrieve some details from your Batchbook account, then paste them into the Flow XO 'Authorize the Service' window, after you've selected the task you'd like to perform.
Does this Flow XO integration support 'Batchbook Classic'?
This integration only supports the 'New' version of Batchbook as accessed here.
Any question on using this service we haven't answered? Contact us!
We don't have any known issues at the moment - everything should work just fine :)
Let us know how we can improve Flow XO on our feedback site.