Connect Tribe CRM
TribeCRM is a Dutch relationship-management platform that keeps organisations, contacts and deals together. When a deal closes, that same customer appears again in your accounting and needs an invoice. Schakel lets your relations flow through as debtors and won deals land as invoices, so you do not maintain the same customer in two systems.
What travels with Tribe CRM
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Relations and organisations
The organisation behind a deal becomes a debtor in your accounting, with address and VAT number. Existing relations are recognised.
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Won deals as invoices
A deal marked won can arrive as an invoice with amount and description in your books.
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Deal value and ledger
The deal value carries over and lands on the ledger you choose, so you see revenue per deal type.
Why connect Tribe CRM
- You do not maintain the same customer in two systems.
- A won deal becomes an invoice without retyping.
- Relations and debtors stay clean.
- Sales works in TribeCRM, your accounting keeps up by itself.
How it works
- 01
Connect TribeCRM
Connect TribeCRM to Schakel through its API. Nothing changes inside TribeCRM itself.
- 02
Choose which deals book
Decide which stage produces an invoice and on which ledger and VAT rate it lands.
- 03
Won deals post through
As soon as a deal is won, the debtor and invoice are ready in your books.
Tribe CRM, common questions
Can I connect TribeCRM to my accounting?
Yes. Request this connector and get access; your relations and won deals from TribeCRM are then placed in your accounting as debtors and invoices.
Does every deal have to become an invoice?
No. You choose which stage produces an invoice; other deals stay out of your accounting.
Which accounting can I connect to?
TribeCRM can connect to packages such as Moneybird, Exact Online and Twinfield. Request the connector for your books.
A Tribe CRM connection you do not see here?
Tell us which system Tribe CRM should connect to. Request it and you get access; you hear from us within 24 hours.