CentralStation CRM + Refiner Integration

Connect CentralStation CRM to Refiner in 1 click

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1.
  • CentralStation CRM
    Task is created in CentralStation CRM
  • CentralStation CRM
    Project is updated in CentralStation CRM Instant
  • CentralStation CRM
    Project is created in CentralStation CRM Instant
  • CentralStation CRM
    Person is updated in CentralStation CRM Instant
  • CentralStation CRM
    Person is created in CentralStation CRM Instant
  • CentralStation CRM
    Deal is updated in CentralStation CRM Instant
  • CentralStation CRM
    Deal is created in CentralStation CRM Instant
  • CentralStation CRM
    Company is updated in CentralStation CRM Instant
  • CentralStation CRM
    Company is created in CentralStation CRM Instant
  • Refiner
    User added to segment in Refiner Instant
  • Refiner
    Survey response is submitted in Refiner Instant
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2.

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Most popular automationsmost-popular-automations
Refiner + CentralStation CRM Integration

Create CentralStation CRM person for new Refiner form submission

When someone completes your Refiner, a new person is automatically created in your CentralStation CRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Refiner is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Refiner - CentralStation CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Refiner + CentralStation CRM Integration

Create CentralStation CRM task for new Refiner form submission

It's important to stay on top of your customer relationships, and one way to do that is to create CentralStation CRM tasks for new Refiner form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that CentralStation CRM task for new Refiner form submission received today - your customers will thank you for it!
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Refiner + CentralStation CRM Integration

Create CentralStation CRM deal for new Refiner form submission

Integrating your CentralStation CRM with your Refiner, can help you automatically create new deals based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Refiner - CentralStation CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Top 10 Most Popular Refiner Automations from
Integrately Community

Most popularmost-popular-automations
01
Refiner logo
Google Sheets logo
Create Google Sheets row for new Refiner form submission
02
Refiner logo
HubSpot logo
Create HubSpot contact for new Refiner form submission
03
Refiner logo
HubSpot logo
Create HubSpot task for new Refiner form submission
04
Refiner logo
HubSpot logo
Create HubSpot deal for new Refiner form submission
05
Refiner logo
HubSpot logo
Create HubSpot company for new Refiner form submission
cloud
Refiner
app integration
06
Refiner logo
BreakCold logo
Create BreakCold task for new Refiner form submission
07
Refiner logo
BreakCold logo
Create BreakCold note for new Refiner form submission
08
Refiner logo
BoldDesk logo
Create BoldDesk ticket for new Refiner form submission
09
Refiner logo
CentralStation CRM logo
Create CentralStation CRM person for new Refiner form submission
10
Refiner logo
CentralStation CRM logo
Create CentralStation CRM deal for new Refiner form submission
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1
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2
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3
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Setup an action from Trello
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You Can Also Connect CentralStation CRM or Refiner With 1400+ Other Apps

CentralStation CRM
CentralStation CRM
CentralStation CRM is a lightweight, web-based CRM tailored for small teams and SMEs. It offers contact & task management, email logging, collaboration tools, simple setup, and GDPR-compliant data storage in Germany.
Refiner
Refiner
Refiner is an in‑product microsurvey tool for SaaS/digital products—letting you gather targeted feedback like NPS, CSAT & CES, trigger surveys by behavior, integrate with Segment, CRMs, analytics, and act on insights in real time.