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Get clients in, step 1

My applications are already in Finmo or Velocity

bips helps by: Bring deals and clients from Finmo or Velocity into the CRM.

Finmo and Velocity sync, part of the CRM

Connect with an API key and your applications appear without retyping. Scarlett DOS connects through Zapier.

What you do

  • Open CRM settings
  • Go to integrations
  • Add your API key

In the app: CRM, Settings

Related

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Use Finmo and Velocity sync on your own clients

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