Convertful + Deskera Integration

Connect Convertful to Deskera - Automate your workflows in 1-click

With Convertful automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Set up Deskera automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Get the best of both with Integrately’s Convertful + Deskera integration.
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Convertful + Deskera Integration

Create Deskera contact for new Convertful form submission

When someone completes your Convertful, 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 Convertful is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Convertful - Deskera integration set up makes it easy to manage your customer relationships and grow your business.
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Convertful + Deskera Integration
1.
  • Convertful
    Form is submitted in Convertful

    Triggers the automation whenever a form is filled

    Instant
  • Deskera
    Contact is created in Deskera

    Triggers the automation whenever a new contact is created

  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera

    Triggers the automation whenever a new contact is created in CRM+

    Instant
  • Deskera
    Product is created in Deskera

    Triggers the automation whenever a new product is created

  • Deskera
    Sales invoice is created in Deskera

    Triggers the automation whenever a sales invoice is created

  • Deskera
    Deal is created in CRM+ in Deskera

    Triggers the automation whenever a deal is created in CRM

    Instant
  • Deskera
    Payment entry is created in Deskera

    Triggers the automation whenever a payment entry is created

2.
  • Deskera
    Search invoice in Deskera

    Automatically searches for an invoice

  • Deskera
    Create payment entry in Deskera

    Automatically creates a new payment entry

  • Deskera
    Create contact in Deskera

    Automatically adds a new contact to the database

  • Deskera
    Create sales invoice in Deskera

    Automatically generates a new sales invoice with pre-filled details

  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera

    Automatically finds and retrieves contact information

  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera

    Automatically adds a new contact to the CRM contact list

  • Deskera
    Search product in Deskera

    Automatically searches for a product

  • Deskera
    Create product in Deskera

    Automatically generates and launch new products

  • Deskera
    Create account in Deskera

    Automatically generates a new account

  • Deskera
    Search account in Deskera

    Automatically searches for account information

  • Deskera
    Create quotation in Deskera

    Automatically generates a new quotation with predefined details

  • Deskera
    Update contact in Deskera

    Automatically updates contact information with new details

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Integrate Convertful & Deskera In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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