Really Simple Systems CRM + Eko Integration

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Really Simple Systems CRM + Eko Integration

Create Eko contact for new Really Simple Systems CRM contact

If you're using Really Simple Systems CRM to manage your sales leads, it's important to also use Eko 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 Really Simple Systems CRM, a corresponding contact will automatically be created in Eko.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Eko + Really Simple Systems CRM Integration

Create Really Simple Systems CRM task for new Eko event

Creating task in Really Simple Systems CRM is a great way to keep track of task that need to be completed when an event is created in your Eko account.

With the help of this integration, when an event is created, a task will be automatically created in Really Simple Systems CRM and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Eko + Really Simple Systems CRM Integration

Create Really Simple Systems 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 Really Simple Systems 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 Really Simple Systems 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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Really Simple Systems CRM + Eko Integration
1.
  • Really Simple Systems CRM
    Opportunity is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Contact is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Account is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Task is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Activity is created in Really Simple Systems CRM
  • 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.
  • Really Simple Systems CRM
    Create Opportunity in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create task in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create contact in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search contact by email in Really Simple Systems CRM
  • Really Simple Systems CRM
    Update dropdown list in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create activity in Really Simple Systems 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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