Flexie CRM + JotUrl Integration

Connect Flexie CRM to JotUrl - 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. With JotUrl automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Combine the benefits of both with Integrately’s Flexie CRM + JotUrl integration.
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Ready Workflows For Flexie CRM + JotUrl Integration

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JotUrl + Flexie CRM Integration

Create Flexie CRM contact for new JotUrl cta response

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

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

Create Flexie CRM deal for new JotUrl cta response

Integrating your Flexie CRM with your JotUrl, can help you automatically create new deals based on cta 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 JotUrl - 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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Create Your Own Flexie CRM & JotUrl Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
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Flexie CRM + JotUrl Integration
1.
  • Flexie CRM
    Universal trigger in Flexie CRM

    Triggers the automation whenever any event occurs

    Instant
  • JotUrl
    CTA response is received in JotUrl

    Triggers the automation whenever a call-to-action (CTA) response is received

    Instant
2.
  • Flexie CRM
    Create contact in Flexie CRM

    Automatically adds a new contact to the database

  • Flexie CRM
    Update contact in Flexie CRM

    Automatically updates contact information with new details

  • Flexie CRM
    Search contact in Flexie CRM

    Automatically finds and retrieves contact information

  • Flexie CRM
    Create deal in Flexie CRM

    Automatically generates a new deal with

  • Flexie CRM
    Update deal in Flexie CRM

    Automatically updates deal information based on new criteria or changes

  • Flexie CRM
    Search deal in Flexie CRM

    Automatically retrieves and find a deal

  • Flexie CRM
    Update custom entity in Flexie CRM

    Automatically updates a custom entity with new information

  • Flexie CRM
    Create account in Flexie CRM

    Automatically generates a new account

  • Flexie CRM
    Search account in Flexie CRM

    Automatically searches for account information

  • Flexie CRM
    Update account in Flexie CRM

    Automatically updates account information

  • Flexie CRM
    Create custom entity in Flexie CRM

    Automatically creates a new marketing campaign

  • Flexie CRM
    Search custom entity in Flexie CRM

    Automatically searches for a custom entity

  • Flexie CRM
    Create lead in Flexie CRM

    Automatically generates new leads for potential customers

  • Flexie CRM
    Search lead in Flexie CRM

    Automatically retrieves information for a particular lead

  • Flexie CRM
    Update lead in Flexie CRM

    Automatically updates the lead information

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Integrate Flexie CRM & JotUrl In 1 Click
And Save Time & Money Both

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!

Want to automate something else in your workflow?

You Can Also Connect Flexie CRM or JotUrl With 1200+ Other Apps

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Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.

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JotURL is an all-in-one suite that helps you manage and track your marketing links. Never again will you lose a link, have to bookmark or save it on your computer.

See JotUrl Integrations

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