Flexie CRM + Eko Integration

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Eko + Flexie CRM Integration

Create Flexie CRM contact from new Eko order

As an online store owner, you're likely using Eko to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Eko with Flexie CRM? This integration will allow you to automatically create a contact for each new order in Flexie CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Eko + Flexie CRM Integration

Create Flexie CRM contact for new Eko response

When someone completes your Eko, a new contact is automatically created in your Flexie CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Eko is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Eko - Flexie CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Eko + Flexie CRM Integration

Create Flexie CRM deal for new Eko response

Integrating your Flexie CRM with your Eko, can help you automatically create new deals based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Eko - Flexie CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Eko + Flexie CRM Integration

Create Flexie CRM contact for new Eko contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Flexie CRM contact and Eko contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Eko + Flexie CRM Integration

Create Flexie CRM deal for new Eko contact

This automation makes it easy to create new deals in Flexie CRM when a new contact is created in Eko. Just connect your accounts, and every time a new contact is created in Eko, a new deal will automatically be created in Flexie CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Eko + Flexie CRM Integration

Create Flexie CRM deal for new Eko event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Flexie CRM.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Eko, it will trigger a corresponding deal creation in Flexie CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Flexie CRM + Eko Integration
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • Eko
    Contact is created or updated in Eko Instant
  • Eko
    Form response is created in Eko Instant
  • Eko
    Order is created in Eko Instant
  • Eko
    Order is updated in Eko Instant
  • Eko
    Booking is created in Eko Instant
  • Eko
    Product is created in Eko Instant
  • Eko
    Product is updated in Eko Instant
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
  • Eko
    Create member in Eko
  • Eko
    Update member in Eko
  • Eko
    Delete member in Eko
  • Eko
    Delete contact in Eko
  • Eko
    Search contact in Eko
  • Eko
    Update contact in Eko
  • Eko
    Create contact in Eko
  • Eko
    Create product in Eko
  • Eko
    Update product in Eko
  • Eko
    Search product in Eko
  • Eko
    Create member group in Eko
  • Eko
    Update member group in Eko
  • Eko
    Delete member group in Eko
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