Customer Connect + Lundify
Connect customer details and won deals to invoicing in Lundify.
Book a demoOverview
Connect your customer work in Customer Connect with invoicing in Lundify. The integration transfers customer details and uses information from won deals to create invoices.
Getting started
Enter your company’s Lundify user key under integrations and complete the connection. Check the customer’s billing details and the deal information before marking it as won. Contact us if you would like to review the setup before getting started.
What you can do
Transfer customers
New customers in Customer Connect can be created in the connected Lundify account.
Update customer details
Changes to linked customers are passed on to Lundify.
From won deal to invoice
When a deal is marked as won, its details are used to create an invoice in Lundify.
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