Flexie CRM + Deskera Integration

Connect Flexie CRM to Deskera - Automate your workflows in 1-click

Make use of Flexie CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Deskera automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Skip the manual back and forth! Easily automate the flow of data between Flexie CRM & Deskera using Integrately.
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Deskera + Flexie CRM Integration

Create Flexie CRM deal from new Deskera contact

Anytime a new contact is created in your Deskera, a new deal will automatically be created in your Flexie CRM. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Deskera - Flexie CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Deskera + Flexie CRM Integration

Create Flexie CRM contact for new Deskera contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 Deskera - Flexie CRM integration, anytime a new Deskera contact is created, an Flexie CRM 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.
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Flexie CRM + Deskera Integration
1.
  • Flexie CRM
    Universal trigger in Flexie CRM

    Triggers the automation whenever any event occurs

    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.
  • Flexie CRM
    Create contact in Flexie CRM

    Automatically adds a new contact to the database

  • Flexie CRM
    Update contact in Flexie CRM

    Automatically updates contact information with new details

  • Flexie CRM
    Search contact in Flexie CRM

    Automatically finds and retrieves contact information

  • Flexie CRM
    Create deal in Flexie CRM

    Automatically generates a new deal with

  • Flexie CRM
    Update deal in Flexie CRM

    Automatically updates deal information based on new criteria or changes

  • Flexie CRM
    Search deal in Flexie CRM

    Automatically retrieves and find a deal

  • Flexie CRM
    Update custom entity in Flexie CRM

    Automatically updates a custom entity with new information

  • Flexie CRM
    Create account in Flexie CRM

    Automatically generates a new account

  • Flexie CRM
    Search account in Flexie CRM

    Automatically searches for account information

  • Flexie CRM
    Update account in Flexie CRM

    Automatically updates account information

  • Flexie CRM
    Create custom entity in Flexie CRM

    Automatically creates a new marketing campaign

  • Flexie CRM
    Search custom entity in Flexie CRM

    Automatically searches for a custom entity

  • Flexie CRM
    Create lead in Flexie CRM

    Automatically generates new leads for potential customers

  • Flexie CRM
    Search lead in Flexie CRM

    Automatically retrieves information for a particular lead

  • Flexie CRM
    Update lead in Flexie CRM

    Automatically updates the lead information

  • 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 Flexie CRM & 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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You Can Also Connect Flexie CRM or Deskera With 1200+ Other Apps

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Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.

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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.

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