Flexie CRM + Refersion Integration

Connect Flexie CRM to Refersion - Automate your workflows in 1-click

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Refersion + Flexie CRM Integration

Create Flexie CRM contact for new Refersion affiliate

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 Flexie CRM contact and Refersion affiliate 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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Refersion + Flexie CRM Integration

Create Flexie CRM deal for new Refersion affiliate

This automation makes it easy to create new deals in Flexie CRM when a new affiliate is created in Refersion. Just connect your accounts, and every time a new affiliate is created in Refersion, a new deal will automatically be created in Flexie 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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Flexie CRM + Refersion Integration
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion 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
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion
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