Deskera + WaliChat Integration

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Deskera + WaliChat  Integration

Create WaliChat 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 - WaliChat integration, anytime a new Deskera contact is created, an WaliChat 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 + WaliChat  Integration

Send WaliChat message for new Deskera contact

Anytime a new contact is added to your Deskera, automatically send them a message through WaliChat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Deskera - WaliChat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Deskera + WaliChat  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
  • WaliChat
    Message received from WhatsApp in WaliChat Instant
  • WaliChat
    Message sent to WhatsApp in WaliChat Instant
  • WaliChat
    Message read from WhatsApp in WaliChat Instant
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
  • WaliChat
    Search WhatsApp message in WaliChat
  • WaliChat
    Update WhatsApp message in WaliChat
  • WaliChat
    Send WhatsApp message in WaliChat
  • WaliChat
    Send WhatsApp group message in WaliChat
  • WaliChat
    Send WhatsApp image message in WaliChat
  • WaliChat
    Send WhatsApp video message in WaliChat
  • WaliChat
    Send WhatsApp documents/audios message in WaliChat
  • WaliChat
    Send WhatsApp scheduled message in WaliChat
  • WaliChat
    Send WhatsApp scheduled message to group in WaliChat
  • WaliChat
    Send WhatsApp location message using coordinates in WaliChat
  • WaliChat
    Send WhatsApp location message using an address in WaliChat
  • WaliChat
    Create new internal contact (chat only) in WaliChat
  • WaliChat
    Search contact in WaliChat
  • WaliChat
    Update internal contact (chat only) in WaliChat
  • WaliChat
    Create user in WaliChat
  • WaliChat
    Create whatsapp new group chat in WaliChat
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