Concord + Prefinery Integration

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Concord + Prefinery Integration

Create Prefinery user for new Concord contact

If you're using Concord to manage your sales leads, it's important to also use Prefinery to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Concord, a corresponding user will automatically be created in Prefinery.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Prefinery + Concord Integration

Create Concord contact for new Prefinery user

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Concord contact and Prefinery user can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Prefinery + Concord Integration

Create Concord deal for new Prefinery user

This automation makes it easy to create new deals in Concord when a new user is created in Prefinery. Just connect your accounts, and every time a new user is created in Prefinery, a new deal will automatically be created in Concord.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Concord + Prefinery Integration
1.
  • Concord
    Contact is created in Concord Instant
  • Concord
    Company is created in Concord Instant
  • Concord
    Deal status is changed in Concord Instant
  • Concord
    Deal is created in Concord Instant
  • Concord
    Deal stage is changed in Concord Instant
  • Concord
    Stage is created in Concord
  • Concord
    Note is created in Concord
  • Concord
    User is created in Concord
  • Concord
    Call is created in Concord
  • Concord
    Product is created in Concord
  • Concord
    Activity is created in Concord
  • Concord
    Pipeline is created in Concord
  • Concord
    Document is created in Concord
  • Concord
    Document status is changed in Concord Instant
  • Prefinery
    User is created in Prefinery Instant
  • Prefinery
    User applied for campaign in Prefinery Instant
  • Prefinery
    User is invited in Prefinery Instant
  • Prefinery
    User actively participates in Prefinery Instant
  • Prefinery
    User is rejected in Prefinery Instant
  • Prefinery
    User has resubscribed in Prefinery Instant
  • Prefinery
    User is suspended in Prefinery Instant
  • Prefinery
    User is unconfirmed in Prefinery Instant
  • Prefinery
    User is updated in Prefinery Instant
  • Prefinery
    User is imported in Prefinery Instant
  • Prefinery
    User is deleted in Prefinery Instant
  • Prefinery
    Referral created in Prefinery Instant
  • Prefinery
    Reward earned in Prefinery Instant
  • Prefinery
    Reward delivered in Prefinery Instant
  • Prefinery
    Reward revoked in Prefinery Instant
  • Prefinery
    User has unsubscribed in Prefinery Instant
2.
  • Concord
    Create contact in Concord
  • Concord
    Search contact in Concord
  • Concord
    Update contact in Concord
  • Concord
    Delete contact in Concord
  • Concord
    Create note in Concord
  • Concord
    Update note in Concord
  • Concord
    Search note in Concord
  • Concord
    Delete note in Concord
  • Concord
    Create stage in Concord
  • Concord
    Update stage in Concord
  • Concord
    Search stage in Concord
  • Concord
    Delete stage in Concord
  • Concord
    Create company in Concord
  • Concord
    Search company in Concord
  • Concord
    Update company in Concord
  • Concord
    Delete company in Concord
  • Concord
    Create deal in Concord
  • Concord
    Search deal in Concord
  • Concord
    Update deal in Concord
  • Concord
    Delete deal in Concord
  • Concord
    Create user in Concord
  • Concord
    Search user in Concord
  • Concord
    Update user in Concord
  • Concord
    Delete user in Concord
  • Concord
    Create call in Concord
  • Concord
    Search call in Concord
  • Concord
    Update call in Concord
  • Concord
    Delete call in Concord
  • Concord
    Create product in Concord
  • Concord
    Search product in Concord
  • Concord
    Update product in Concord
  • Concord
    Delete product in Concord
  • Concord
    Create activity in Concord
  • Concord
    Search activity in Concord
  • Concord
    Update activity in Concord
  • Concord
    Delete activity in Concord
  • Concord
    Create pipeline in Concord
  • Concord
    Search pipeline in Concord
  • Concord
    Update pipeline in Concord
  • Concord
    Delete pipeline in Concord
  • Concord
    Search document in Concord
  • Concord
    Delete document in Concord
  • Prefinery
    Create user in Prefinery
  • Prefinery
    Unsubscribe user in Prefinery
  • Prefinery
    Trigger rewards in Prefinery
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