NO-CODE FISHBOWL CONNECTIVITY
Your Fishbowl ERP can now be instantly AI-enabled and can talk to any business app like CRM, PM, Accounting, or AI agents. Sync and aggregate customer data into the CRM of your choice or talk to your Fishbowl data in AI agents (Copilot, Gemini, ChatGPT).
AGENTIC CONNECTIVITY
Your Fishbowl ERP now understands natural language prompts. Connect in a few clicks. Ask questions from your Fishbowl data, get instant answers and AI-assisted analysis from the AI Agent of your choice.
Empower Sales with Inventory & Pricing Data
Delight Customers with Self-Service Agents
Discover Conversational Analytics
AGGREGATE. AUTOMATE. ACT.
Sync products and pricing to enable quoting in your CRM. Aggregate orders and invoices data in CRM reports and dashboards to drive account management excellence. Extend CRM workflow automation to trigger alerts and customer
Enable CRM Quoting
Sync pricing and product catalog master data from Fishbowl to enable configure-price-quote (CPQ) in CRMs for quote creation and tracking follow-ups tracking.Streamline Order Entry and Tracking
Automated sync of quotes and orders from CRMs into Fishbowl to prevent order entry errors. Automate CRM alerts for order and shipment status changes.Enhanced Customer Experience
Offer customers visibility into orders, invoices and shipment status streamed from Fishbowl data.Extend CRM Analytics
Take CRM reports and dashboards to the next level. Sync Fishbowl products to see pipeline reports segmented by products and see forecast vs. actual revenue.Data-driven Segmentation
Leverage Fishbowl order history data to segment customers by products of interest and buying trends for personalized nurturing and context-aware communications.Proactive Account Management
Leverage Fishbowl data to track purchase trends in the CRM. Detect changes in buying patterns and be alerted to proactively mitigate customer attrition risksSEE IT IN ACTION
See multiple AI Agents talking to data residing in Fishbowl ERP. Watch Fishbowl data enrich analytics in popular CRMs like Hubspot, Salesforce and Microsoft Dynamics and CRM workflows being triggered by changes to Fishbowl data. See relevant financial data being synced seamlessly to accounting systems like QuickBooks and FreshBooks.
STREAM INSIGHTS FROM ANY SYSTEM
Choose your system of engagement (CRM or AI Agent) to see no-code connectivity solutions specific to your environment.
Pre-built connectors
Build your own custom connection to Fishbowl in a few clicks or start with pre-built connectors for the CRM, Accounting, Payroll, e-Commerce, Project Management and Customer Service apps in your tech stack.
Our specialists can help you explore use cases for Fishbowl connectivity with CRMs, AI Agents and other business apps or get you started with a test-drive of your free trial to build your first connection
Fuel your AI Agents with real-time insights
Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.
Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.
Avoid expensive integrations
Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.
Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.
Bypass all ETL / data sync pains
The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.
The zero-copy architecture simply queries the data on-demand as and when needed.
