Popular Salesforce + Flexie CRM Workflows
Create Flexie CRM contact for new Salesforce record
Also, it's one less thing for you to have to remember to do manually. Win-win!
When Record is created in Salesforce > Create contact in Flexie CRM > Create deal in Flexie CRM
When Record is created in Salesforce > Create lead in Flexie CRM > Create deal in Flexie CRM
When Contact is created in Salesforce > Check condition > Create contact in Flexie CRM
When Contact is created in Salesforce > Check condition > Create lead in Flexie CRM
When Lead is created in Salesforce > Check condition > Create contact in Flexie CRM
When Lead is created in Salesforce > Check condition > Create lead in Flexie CRM
When Record is created in Salesforce > Check any condition > Create contact in Flexie CRM
When Record is created in Salesforce > Check any condition > Create lead in Flexie CRM
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Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
See Salesforce IntegrationsFlexie 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.
See Flexie CRM Integrations❤Trusted by 10,000+ Customers
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