Popular Deskera + Solve CRM Workflows
Create Deskera contact for new Solve CRM 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 Solve CRM - Deskera integration, anytime a new Solve CRM 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 Solve CRM company
Create Solve CRM contact for new Deskera 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 Deskera - Solve CRM integration, anytime a new Deskera contact is created, an Solve 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.
When Contact is created in Deskera > Check condition > Create contact in Solve CRM
When CRM Contact is created in Deskera > Check condition > Create contact in Solve CRM
When Contact is created in Solve CRM > Check condition > Create contact in Deskera
When Contact is created in Solve CRM > Check condition > Create crm contact in Deskera
When Contact is created in Solve CRM > 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 IntegrationsSolve provides a powerful solution to manage and scale customer service teams. From scheduling calls to sharing notes and documents, it eliminates the need for multiple tools while increasing efficiency and team workflows.
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