Really Simple Systems CRM + Erxes Integration

Integrate Erxes to Really Simple Systems CRM in one click, or tell Integrately AI how you want each submission handled. Capture leads, create contacts and opportunities, update your CRM records, and trigger team follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
Arrow Right
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

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Ready Workflows Ready Workflows for Erxes + Really Simple Systems CRM Integration

Capture form submissions, create CRM contacts, track opportunities, alert your sales team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Erxes + Really Simple Systems CRM Integration

Create Really Simple Systems CRM task for new Erxes contact

Really Simple Systems CRM and Erxes are two powerful cloud-based tools that can be used to improve business productivity. Using this Really Simple Systems CRM - Erxes integration, you can automatically create task in Really Simple Systems CRM whenever a new contact is created in Erxes.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Erxes + Really Simple Systems CRM Integration

Create Really Simple Systems CRM deal for new Erxes contact

This automation makes it easy to create new deals in Really Simple Systems CRM when a new contact is created in Erxes. Just connect your accounts, and every time a new contact is created in Erxes, a new deal will automatically be created in Really Simple Systems 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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Erxes + Really Simple Systems CRM Integration

Create Really Simple Systems CRM contact for new Erxes 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 Really Simple Systems CRM contact and Erxes 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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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Erxes + Really Simple Systems CRM flow

Sales teams often need to sync customer chats and form leads with email marketing, spreadsheets, and team channels. Pick a combination and activate it in one click.

Really Simple Systems CRM
Erxes
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
+
HubspotHubspot (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
E
M
R
Add every new Erxes customer to Mailchimp, and create a contact in Really Simple Systems CRM
New Erxes customers appear in Mailchimp as subscribers and get added to Really Simple Systems CRM instantly, eliminating manual data entry.
E
M
R
When an Erxes form submission is received, send a campaign email in Mailchimp and create a task in Really Simple Systems CRM
Form leads receive an automated Mailchimp email while a follow-up task is scheduled in Really Simple Systems CRM.
E
M
R
When an Erxes customer is updated, update the subscriber in Mailchimp and search for the contact in Really Simple Systems CRM
Customer profile updates in Erxes automatically refresh subscriber details in Mailchimp and locate matching records in Really Simple Systems CRM.
E
C
M
R
Use ChatGPT to summarise every new Erxes message, add a subscriber in Mailchimp, and create a contact in Really Simple Systems CRM
ChatGPT summarises incoming Erxes messages before adding subscribers to Mailchimp and creating contacts in Really Simple Systems CRM.

Supported triggers and actions for Really Simple Systems CRM and Erxes

Mix and match to build the exact automation you need

Really Simple Systems CRM
Really Simple Systems CRM Triggers & Actions
Opportunity is created in Really Simple Systems CRM
Triggers the automation when any opportunity is updated
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Contact is created in Really Simple Systems CRM
Triggers the automation when a new contact is created
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Account is created in Really Simple Systems CRM
Triggers the automation when a new account is created
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Task is created in Really Simple Systems CRM
Triggers the automation when a new task is created
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Activity is created in Really Simple Systems CRM
Triggers the automation when a new activity is created
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Create Opportunity in Really Simple Systems CRM
Creates a new instance of the support system
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Create task in Really Simple Systems CRM
Creates a new task
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Create contact in Really Simple Systems CRM
Adds a new contact to the database
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Search contact by email in Really Simple Systems CRM
Finds and retrieves contact information using their email address
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Update dropdown list in Really Simple Systems CRM
Updates a dropdown list
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Create account in Really Simple Systems CRM
Generates a new account
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Search account in Really Simple Systems CRM
Searches for account information
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Create activity in Really Simple Systems CRM
Generates a new activity or task
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Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
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Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
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No action is available

What can you automate with Erxes + Really Simple Systems CRM?

Turn every customer conversation and form submission into structured CRM records without manual data entry.

What you can automate?
🎯
Create CRM contacts from every form submission
Automatically generate a new contact in Really Simple Systems CRM the moment a prospect completes a form in Erxes. Eliminate manual data entry and ensure zero lead leakage.
📝
Capture every submitted custom field
Map all available form answers and customer chat attributes directly into corresponding Really Simple Systems CRM fields. Your database stays thorough and ready for review.
🔔
Notify your team the moment a lead arrives
Trigger instant team notifications in Slack or email whenever a new customer is created in Erxes, allowing sales reps to initiate prompt outreach.
🔀
Route submissions based on submitted criteria
Apply conditional logic to direct VIP inquiries toward high-priority sales opportunities in Really Simple Systems CRM while standard leads become regular contacts.
🔄
Keep CRM destination records up to date
Ensure customer profile updates in Erxes automatically refresh existing contact details in Really Simple Systems CRM without creating duplicate entries.
🔍
Search and update existing accounts
Perform intelligent email searches in Really Simple Systems CRM before creating new records, ensuring your database remains clean and organised.
📋
Track later deal stages and follow-up tasks
Automatically generate tasks and opportunities in Really Simple Systems CRM when customer engagements progress or require follow-up actions.
🌐
Extend workflows to popular supporting apps
Connect your core Erxes and Really Simple Systems CRM flow to Slack, Mailchimp, or Google Sheets for comprehensive multichannel automation.
And much more...

Who is Erxes + Really Simple Systems CRM integration for?

Connecting Erxes and Really Simple Systems CRM helps customer-facing teams, sales reps, and managers automate lead capture, streamline contact tracking, and keep CRM records completely up to date.

Sales Directors
Sales Directors
Support Leads
Support Leads
Account Managers
Account Managers
Customer Success Teams
Customer Success Teams
Sales Development Reps
Sales Development Reps
Operations Specialists
Operations Specialists
📈
Sales Directors
You rely on pipeline reports to make forecasting decisions, but manual data entry leaves your dashboard full of stale numbers — with this integration, every chat lead and form submission updates your CRM instantly so your reports stay accurate.
Support Leads
You need to triage customer inquiries the moment they arrive, but incoming chatbot questions sit unread until someone checks manually — automating both apps means every interaction creates a tracking task the second it happens.
🤝
Account Managers
You answer to clients who expect immediate follow-up on their requests, but keeping communication logs aligned with CRM records takes hours of copy-pasting — this integration means every customer update flows directly into your accounts.
📊
Customer Success Teams
The volume of inbound chat messages and form submissions is too high for anyone to keep up by hand, leading to missed client touchpoints — automating both apps means every customer record is created and updated without manual effort.
💼
Sales Development Reps
You own the outbound follow-up and depend on marketing leads being handed over quickly, but delays between chat tools and CRMs stall your outreach — with this integration, every new lead arrives in your CRM pipeline immediately.
🗂️
Operations Specialists
You need a reliable audit history of every customer interaction and keep finding gaps between chat records and sales databases — connecting these apps means every customer creation and form submission is logged without exception.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Really Simple Systems CRM + Erxes

Build and manage your Really Simple Systems CRM + Erxes automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Really Simple Systems CRM + Erxes with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Erxes to Really Simple Systems CRM?
Frequently Asked Questions
You can connect Erxes to Really Simple Systems CRM in 1 click using ready-made workflows on Integrately, or by asking Integrately AI to build the automation for you. It also connects with Slack, Google Sheets, Mailchimp, and 1,500+ other apps.
Can I automatically create CRM contacts from Erxes form submissions?
Frequently Asked Questions
Can I connect Erxes, Really Simple Systems CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Erxes and Really Simple Systems CRM?
Frequently Asked Questions
How does Erxes data sync with Really Simple Systems CRM?
Frequently Asked Questions
Can I update existing Really Simple Systems CRM records from Erxes updates?
Frequently Asked Questions
Do I need coding skills to automate Erxes and Really Simple Systems CRM?
Frequently Asked Questions
Is the Erxes and Really Simple Systems CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Erxes or Really Simple Systems CRM With 1500+ Other Apps

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Really Simple Systems CRM
Popular Really Simple Systems CRM Integrations
Sync Really Simple Systems CRM with invoicing, marketing, and communication tools to manage your sales pipeline.