In order to keep your accounting and customer records in sync, when you create a contact in Really Simple Systems CRM, this automation will automatically create a prospect in Bind ERP.
This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Really Simple Systems CRM and Bind ERP!
With the growth of Bind ERP, many companies are looking for ways to connect their Bind ERP account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Really Simple Systems CRM every time a prospect is created in Bind ERP.
This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
If you are using Bind ERP, then you may want to also use Really Simple Systems CRM to manage your customer relationships. With the help of this automation, whenever you create a prospect in Bind ERP, a corresponding contact will be created in Really Simple Systems CRM.
This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
If you use Bind ERP to manage your invoice, you can also use Really Simple Systems CRM to create and manage task associated with those invoice. Creating a task in Really Simple Systems CRM will remind you of the important details related to the invoice, such as due dates and payment terms.
You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Create Automation
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You can Add Conditions / More Apps in the next steps
1.
Opportunity is created in Really Simple Systems CRM
Contact is created in Really Simple Systems CRM
Account is created in Really Simple Systems CRM
Task is created in Really Simple Systems CRM
Activity is created in Really Simple Systems CRM
Quote is created in Bind ERP
Prospect is created in Bind ERP
Invoice is created in Bind ERP
Product is created in Bind ERP
Activity is scheduled in Bind ERP
Inventory is updated in Bind ERP
2.
Create Opportunity in Really Simple Systems CRM
Create task in Really Simple Systems CRM
Create contact in Really Simple Systems CRM
Search contact by email in Really Simple Systems CRM
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