Flexie CRM + PersistIQ Integration

Automatically adds a new contact to the database

Automatically updates contact information with new details

Automatically finds and retrieves contact information

Automatically generates a new deal with

Automatically updates deal information based on new criteria or changes

Automatically retrieves and find a deal

Automatically updates a custom entity with new information

Automatically generates a new account

Automatically searches for account information

Automatically updates account information

Automatically creates a new marketing campaign

Automatically searches for a custom entity

Automatically generates new leads for potential customers

Automatically retrieves information for a particular lead

Automatically updates the lead information

Automatically adds a new potential client in a marketing campaign

Automatically generates a new invoice

Automatically generates a new porspect

Automatically updates the status of a prospect

Automatically block communication with particular domain to prevent unwanted contacts