Zengine + Pike13 Integration

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Popular Zengine + Pike13 Workflows

Create Zengine record for new Pike13 person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Pike13 - Zengine integration, anytime a new Pike13 person is created, an Zengine record should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

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Create Pike13 person for new Zengine record

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Zengine - Pike13 integration, anytime a new Zengine record is created, an Pike13 person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When New record is created in Zengine > Check condition > Create person in Pike13

Zengine + Pike13 Integration

Activate

When Person is created in Pike13 > Check condition > Create new record in Zengine

Pike13 + Zengine Integration

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New record is created in Zengine Instant
New record is updated in Zengine Instant
New task is added in Zengine Instant
New event is added in Zengine Instant
Person is created in Pike13 Instant
Person is updated in Pike13 Instant
Transaction is created in Pike13 Instant
Transaction is updated in Pike13 Instant
Event occurrence is upcoming in Pike13 Instant
Invoice is created in Pike13 Instant
Invoice is updated in Pike13 Instant

Create new record in Zengine
Delete record in Zengine
Update record in Zengine
Upload file to field in Zengine
Create person in Pike13
Update person in Pike13
Search person in Pike13
Add a note to event occurrence in Pike13
Add a note to person in Pike13

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You Can Also Integrate Zengine & Pike13 With 1100+ Other Apps

Zengine delivers customized, end-to-end solutions to solve mission critical problems for our clients. We aim to help non-profits and government entities run their programs better with less effort and more impact.

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Pike13 is a mobile-friendly platform that helps you to manage your business by connecting your clients, class schedules, and payment collection in one place. It also automates payroll and bookkeeping for you.

See Pike13 Integrations