Convert Builder + Deskera Integration

Connect Convert Builder to Deskera in 1 click

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1.
  • Convert Builder
    Form response is created in Convert Builder Instant
  • Convert Builder
    Order is created in Convert Builder Instant
  • Convert Builder
    Order is updated in Convert Builder Instant
  • Convert Builder
    Product is created in Convert Builder Instant
  • Convert Builder
    Product is updated in Convert Builder Instant
  • Convert Builder
    Booking is created in Convert Builder Instant
  • Convert Builder
    Contact is created or updated in Convert Builder Instant
  • Deskera
    Quotation is created in Deskera
  • Deskera
    Contact is created in Deskera
  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera Instant
  • Deskera
    Product is created in Deskera
  • Deskera
    Sales invoice is created in Deskera
  • Deskera
    Deal is created in CRM+ in Deskera Instant
  • Deskera
    Payment entry is created in Deskera
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2.

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Ready Workflows Ready Workflows   for Convert Builder + Deskera Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Convert Builder + Deskera Integration

Create Deskera contact for new Convert Builder form submission

When someone completes your Convert Builder, a new contact is automatically created in your Deskera. This way, you can quickly follow up with the form submission and turn them into a customer!

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

Create Deskera contact from new Convert Builder order

As an online store owner, you're likely using Convert Builder to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Convert Builder with Deskera? This integration will allow you to automatically create a contact for each new order in Deskera.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Deskera + Convert Builder Integration

Create Convert Builder contact for new Deskera contact

If you're using Deskera to manage your sales leads, it's important to also use Convert Builder 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 Deskera, a corresponding contact will automatically be created in Convert Builder.

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

Create Deskera contact for new Convert Builder contact

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 Deskera contact and Convert Builder contact 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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Automations

Top 10 Most Popular Convert Builder Automations from
Integrately Community

Just click on the workflow you want to automate

Convert Builder logo
ActiveCampaign logo
Create ActiveCampaign contact for new Convert Builder form submission
Convert Builder logo
SendFox logo
Create SendFox contact for new Convert Builder form submission
Convert Builder logo
GetResponse logo
Create GetResponse contact for new Convert Builder form submission
Convert Builder logo
Moosend logo
Create Moosend contact for new Convert Builder form submission
Convert Builder logo
Gist logo
Create Gist contact for new Convert Builder form submission
Convert Builder logo
ActiveCampaign logo
Create ActiveCampaign contact for new Convert Builder form submission
Convert Builder logo
SendFox logo
Create SendFox contact for new Convert Builder form submission
Convert Builder logo
GetResponse logo
Create GetResponse contact for new Convert Builder form submission
Convert Builder logo
Moosend logo
Create Moosend contact for new Convert Builder form submission
Convert Builder logo
Gist logo
Create Gist contact for new Convert Builder form submission
Convert Builder logo
Online Live Support logo
Send Online Live Support message for new Convert Builder form submission
Convert Builder logo
Plivo logo
Send Plivo message for new Convert Builder form submission
Convert Builder logo
MailerSend logo
Send MailerSend message for new Convert Builder form submission
Convert Builder logo
Telnyx logo
Send Telnyx message for new Convert Builder form submission
Convert Builder logo
SMS Idea logo
Send SMS Idea message for new Convert Builder form submission
Convert Builder logo
Online Live Support logo
Send Online Live Support message for new Convert Builder form submission
Convert Builder logo
Plivo logo
Send Plivo message for new Convert Builder form submission
Convert Builder logo
MailerSend logo
Send MailerSend message for new Convert Builder form submission
Convert Builder logo
Telnyx logo
Send Telnyx message for new Convert Builder form submission
Convert Builder logo
SMS Idea logo
Send SMS Idea message for new Convert Builder form submission

Top 10 Most Popular Deskera Automations from
Integrately Community

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01
WordPress logo
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Create Deskera contact for new WordPress user
02
WPForms logo
Deskera logo
Create Deskera contact for new WPForms form submission
03
Chatbot logo
Deskera logo
Create Deskera contact for new Chatbot response
04
Convertri logo
Deskera logo
Create Deskera contact for new Convertri response
05
Adobe Commerce (Magento) logo
Deskera logo
Create Deskera contact from new Adobe Commerce (Magento) customer
cloud
Deskera
app integration
06
Elementor Forms logo
Deskera logo
Create Deskera contact for new Elementor Forms form submission
07
Deskera logo
Plutio logo
Create Plutio person for new Deskera contact
08
Webflow (Legacy) logo
Deskera logo
Create Deskera contact for new Webflow form submission
09
Mautic logo
Deskera logo
Create Deskera contact for new Mautic form submission
10
GroovePages logo
Deskera logo
Create Deskera contact for new GroovePages response
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2
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You Can Also Connect Convert Builder or Deskera With 1400+ Other Apps

Convert Builder
Convert Builder
Convert Builder is the perfect tool for anyone who wants to grow their business. It is an all-in-one marketing platform allowing you to build landing pages, sales funnels, membership sites and popups in minutes.
Deskera
Deskera
Deskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.