Deskera + Loops Integration

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Deskera + Loops Integration

Create Loops contact for new Deskera contact

If you're using Deskera to manage your sales leads, it's important to also use Loops 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 Loops.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Deskera + Loops Integration
1.
  • 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
2.
  • Deskera
    Search invoice in Deskera
  • Deskera
    Create payment entry in Deskera
  • Deskera
    Create contact in Deskera
  • Deskera
    Create sales invoice in Deskera
  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera
  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera
  • Deskera
    Search product in Deskera
  • Deskera
    Create product in Deskera
  • Deskera
    Create account in Deskera
  • Deskera
    Search account in Deskera
  • Deskera
    Create quotation in Deskera
  • Deskera
    Update contact in Deskera
  • Loops
    Create or update contact in Loops
  • Loops
    Find contact by email in Loops
  • Loops
    Send transactional email in Loops
  • Loops
    Send event in Loops
  • Loops
    Create contact in Loops
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