Flexie CRM + Trafft Integration

Connect Flexie CRM to Trafft in 1 click

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Popular Flexie CRM + Trafft Workflows

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Trafft + Flexie CRM Integration

Create Flexie CRM deal for new Trafft event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Flexie CRM.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Trafft, it will trigger a corresponding deal creation in Flexie CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Flexie CRM + Trafft Integration
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • Trafft
    Appointment is created in Trafft Instant
  • Trafft
    Appointment status is changed in Trafft Instant
  • Trafft
    Appointment canceled in Trafft Instant
  • Trafft
    Appointment rescheduled in Trafft Instant
  • Trafft
    Customer is created in Trafft 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
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