Flexie CRM + OfficeRnD Integration

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OfficeRnD + Flexie CRM Integration

Create Flexie CRM deal from new OfficeRnD contact

Anytime a new contact is created in your OfficeRnD, a new deal will automatically be created in your Flexie CRM. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This OfficeRnD - Flexie CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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OfficeRnD + Flexie CRM Integration

Create Flexie CRM contact for new OfficeRnD contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this OfficeRnD - Flexie CRM integration, anytime a new OfficeRnD contact is created, an Flexie CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Flexie CRM + OfficeRnD Integration
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • OfficeRnD
    New contract is created in OfficeRnD Instant
  • OfficeRnD
    Member status updated in OfficeRnD Instant
  • OfficeRnD
    New membership is created in OfficeRnD Instant
  • OfficeRnD
    New member is created in OfficeRnD Instant
  • OfficeRnD
    New company is created in OfficeRnD Instant
  • OfficeRnD
    New booking is created in OfficeRnD Instant
  • OfficeRnD
    New invoice is created in OfficeRnD 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
  • OfficeRnD
    Create member in OfficeRnD
  • OfficeRnD
    Search member in OfficeRnD
  • OfficeRnD
    Create opportunity in OfficeRnD
  • OfficeRnD
    Search location in OfficeRnD
  • OfficeRnD
    Create booking in OfficeRnD
  • OfficeRnD
    Create membership in OfficeRnD
  • OfficeRnD
    Create one-off fee in OfficeRnD
  • OfficeRnD
    Create company in OfficeRnD
  • OfficeRnD
    Search company in OfficeRnD
  • OfficeRnD
    Create event in OfficeRnD
  • OfficeRnD
    Update booking in OfficeRnD
  • OfficeRnD
    Create post in OfficeRnD
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