awork + Macanta Integration

Connect awork to Macanta in 1 click

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Popular awork + Macanta Workflows

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awork + Macanta Integration

Create Macanta contact for new awork client

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 awork - Macanta integration, anytime a new awork client is created, an Macanta 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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awork + Macanta Integration

Create Macanta task for new awork task

Have you ever wished that you could sync your awork task with your Macanta task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in awork, a matching task will be created in Macanta. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your awork and Macanta accounts.
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awork + Macanta Integration

Create Macanta task for new awork client

In awork, when you create a client, it automatically creates a task in Macanta for that client. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular client on their client profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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awork + Macanta Integration
1.
  • awork
    Client is added in awork Instant
  • awork
    Project task is added in awork Instant
  • awork
    Task status is changed in awork Instant
  • awork
    Project is added in awork Instant
  • awork
    Project member is added in awork Instant
2.
  • awork
    Create task in awork
  • awork
    Add Contact Information in awork
  • awork
    Create company in awork
  • awork
    Create Project in awork
  • Macanta
    Create Task in Macanta
  • Macanta
    Create a Data Object in Macanta
  • Macanta
    Get Contact Details in Macanta
  • Macanta
    Edit a Data Object in Macanta
  • Macanta
    Get Data Object via Item ID in Macanta
  • Macanta
    Get Data Object by Field Value ID in Macanta
  • Macanta
    Create or Update Contact in Macanta
  • Macanta
    Create DO Note in Macanta
  • Macanta
    Create Note in Macanta
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