Aero Workflow + Moskit Integration

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Moskit + Aero Workflow Integration

Create Aero Workflow contact for new Moskit contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Moskit - Aero Workflow integration, anytime a new Moskit contact is created, an Aero Workflow contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Moskit + Aero Workflow Integration

Create Aero Workflow task for new Moskit contact

Moskit and Aero Workflow are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Moskit, do you also create a task in Aero Workflow? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Moskit + Aero Workflow Integration

Create Aero Workflow task for new Moskit deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Aero Workflow to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Moskit? Well now there is!

With our integration between Moskit and Aero Workflow, creating task in Aero Workflow is now easier than ever. Whenever a deal is created in Moskit, you can automatically create a corresponding task in Aero Workflow to keep your team up-to-date.
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Moskit + Aero Workflow Integration

Create Aero Workflow contact from new Moskit company

If you have created a company in Moskit, it's important to create a contact in Aero Workflow. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Aero Workflow + Moskit Integration
1.
  • Moskit
    Contact is created in Moskit
  • Moskit
    Company is created in Moskit
  • Moskit
    Deal is created in Moskit
  • Moskit
    Product is created in Moskit
  • Moskit
    Project is created in Moskit
  • Moskit
    Activity is created in Moskit
2.
  • Aero Workflow
    Create task in Aero Workflow
  • Aero Workflow
    Create company in Aero Workflow
  • Aero Workflow
    Serach company by name in Aero Workflow
  • Aero Workflow
    Create contact in Aero Workflow
  • Aero Workflow
    Create a note in Aero Workflow
  • Aero Workflow
    Create vault entry in Aero Workflow
  • Aero Workflow
    Create appointment in Aero Workflow
  • Aero Workflow
    Create email in Aero Workflow
  • Moskit
    Create contact in Moskit
  • Moskit
    Update contact in Moskit
  • Moskit
    Search contact in Moskit
  • Moskit
    Create company in Moskit
  • Moskit
    Search company in Moskit
  • Moskit
    Update company in Moskit
  • Moskit
    Create deal in Moskit
  • Moskit
    Search deal in Moskit
  • Moskit
    Update deal in Moskit
  • Moskit
    Search user in Moskit
  • Moskit
    Search product in Moskit
  • Moskit
    Create product in Moskit
  • Moskit
    Update product in Moskit
  • Moskit
    Create project in Moskit
  • Moskit
    Search project in Moskit
  • Moskit
    Update project in Moskit
  • Moskit
    Create activity in Moskit
  • Moskit
    Search activity in Moskit
  • Moskit
    Update activity in Moskit
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