Nusii + Syncro Integration

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Syncro + Nusii Integration

Create Nusii client for new Syncro customer

Syncro 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 customer.

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

Create Nusii proposal for new Syncro 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 Syncro? With this integration, you can!

When you create a customer in Syncro, 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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Create Your Own Nusii & Syncro Integration Without Any Code

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Nusii + Syncro 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
  • Syncro
    Customer is created in Syncro
  • Syncro
    Ticket is created in Syncro Instant
  • Syncro
    Ticket status is changed in Syncro Instant
  • Syncro
    Ticket is marked as resolved in Syncro Instant
  • Syncro
    RMM alert is created in Syncro Instant
  • Syncro
    Invoice is created in Syncro Instant
  • Syncro
    Payment is made in Syncro Instant
2.
  • Nusii
    Create proposal in Nusii
  • Nusii
    Create client in Nusii
  • Syncro
    Create customer in Syncro
  • Syncro
    Search customer in Syncro
  • Syncro
    Create ticket in Syncro
  • Syncro
    Create lead in Syncro
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