Nusii + simPRO Integration

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simPRO + Nusii Integration

Create Nusii client for new simPRO individual customer

simPRO is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new individual customer.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your individual customer and client records, so that when a new individual customer is created in simPRO, you'll automatically receive a corresponding client record in Nusii.
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simPRO + Nusii Integration

Create Nusii proposal for new simPRO individual customer

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within simPRO? With this integration, you can!

When you create a individual customer in simPRO, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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Nusii + simPRO Integration
1.
  • Nusii
    Proposal is accepted in Nusii Instant
  • Nusii
    Proposal is sent in Nusii Instant
  • Nusii
    Proposal is rejected in Nusii Instant
  • Nusii
    Proposal is created in Nusii Instant
  • Nusii
    Proposal is updated in Nusii Instant
  • Nusii
    Proposal activity is created in Nusii
  • Nusii
    Client has seen the proposal in Nusii Instant
  • Nusii
    Client is created in Nusii Instant
  • Nusii
    Client is updated in Nusii Instant
  • simPRO
    Job is created in simPRO Instant
  • simPRO
    Company customer created in simPRO Instant
  • simPRO
    Job is updated in simPRO Instant
  • simPRO
    Company customer updated in simPRO Instant
  • simPRO
    Site is created in simPRO Instant
  • simPRO
    Site is updated in simPRO Instant
  • simPRO
    Individual customer created in simPRO Instant
  • simPRO
    Individual customer updated in simPRO Instant
  • simPRO
    Quote is created in simPRO Instant
  • simPRO
    Quote is updated in simPRO Instant
2.
  • Nusii
    Create proposal in Nusii
  • Nusii
    Create client in Nusii
  • simPRO
    Create individual customer in simPRO
  • simPRO
    Search individual customer in simPRO
  • simPRO
    Search company customer in simPRO
  • simPRO
    Create contact in simPRO
  • simPRO
    Create company customer in simPRO
  • simPRO
    Create service job in simPRO
  • simPRO
    Search job in simPRO
  • simPRO
    Create site in simPRO
  • simPRO
    Search contact in simPRO
  • simPRO
    Search site in simPRO
  • simPRO
    Create service quote in simPRO
  • simPRO
    Search quote in simPRO
  • simPRO
    Create activity schedule block in simPRO
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