Flexie CRM + EasyPractice Integration

Connect Flexie CRM to EasyPractice - 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. Make use of EasyPractice automations to automate event registrations, send reminder emails, and manage attendee communication efficiently. Get the best of both with Integrately’s Flexie CRM + EasyPractice integration.
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Ready Workflows For Flexie CRM + EasyPractice Integration

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most-popular-automations
EasyPractice + Flexie CRM Integration

Create Flexie CRM contact for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your Flexie CRM contact are updated with the latest information. When a order is added to an event in EasyPractice, a new contact will be created in Flexie CRM automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Create Your Own Flexie CRM & EasyPractice Integration Without Any Code

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2. Select what action you want to automate
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Flexie CRM + EasyPractice Integration
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • EasyPractice
    New appointment in EasyPractice
  • EasyPractice
    New invoice in EasyPractice
  • EasyPractice
    Client deactivated in EasyPractice
  • EasyPractice
    New client in EasyPractice
2.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM
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Integrate Flexie CRM & EasyPractice In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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