Flexie CRM + Deskera Integration

Connect Flexie CRM to Deskera in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flexie CRM
    Universal trigger in Flexie CRM 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 Flexie CRM + Deskera Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
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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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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Automations

Top 10 Most Popular Flexie CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Webflow (Legacy) logo
Flexie CRM logo
Create Flexie CRM deal for new Webflow form submission
Activate
Google Sheets logo
Flexie CRM logo
Create Flexie CRM contact for new Google Sheets row
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub record
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub contact
Salesforce logo
Flexie CRM logo
Create Flexie CRM contact for new Salesforce record
Webflow (Legacy) logo
Flexie CRM logo
Create Flexie CRM deal for new Webflow form submission
Activate
Google Sheets logo
Flexie CRM logo
Create Flexie CRM contact for new Google Sheets row
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub record
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub contact
Salesforce logo
Flexie CRM logo
Create Flexie CRM contact for new Salesforce record
Zoho Creator logo
Flexie CRM logo
Create Flexie CRM contact for new Zoho Creator record
EasyCSV logo
Flexie CRM logo
Create Flexie CRM contact for new EasyCSV data
Bubble logo
Flexie CRM logo
Create Flexie CRM contact for new Bubble data thing
PostgreSQL logo
Flexie CRM logo
Create Flexie CRM contact for new PostgreSQL row
MySQL logo
Flexie CRM logo
Create Flexie CRM contact for new MySQL row
Zoho Creator logo
Flexie CRM logo
Create Flexie CRM contact for new Zoho Creator record
EasyCSV logo
Flexie CRM logo
Create Flexie CRM contact for new EasyCSV data
Bubble logo
Flexie CRM logo
Create Flexie CRM contact for new Bubble data thing
PostgreSQL logo
Flexie CRM logo
Create Flexie CRM contact for new PostgreSQL row
MySQL logo
Flexie CRM logo
Create Flexie CRM contact for new MySQL row

Top 10 Most Popular Deskera Automations from
Integrately Community

Most popularmost-popular-automations
01
WordPress logo
Deskera logo
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
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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You Can Also Connect Flexie CRM or Deskera With 1400+ Other Apps

Flexie CRM
Flexie CRM
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.
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.