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Create Deskera contact for new Dominate Ai contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Dominate Ai - Deskera integration, anytime a new Dominate Ai contact is created, an Deskera contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Deskera account for new Dominate Ai account
When Lead is created in Dominate Ai > Check condition > Create contact in Deskera
When Lead is created in Dominate Ai > Check condition > Create crm contact in Deskera
When Lead is created in Dominate Ai > Check condition > Create sales invoice in Deskera
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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.
See Deskera IntegrationsDominate Ai is a platform that helps you manage your sales team in an efficient manner. It helps you keep track of your sales pipeline, monitor your reps and effectively manage them.
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