Prefinery + Simpro Integration

Connect Prefinery to Simpro in 1 click

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1.
  • Prefinery
    User is created in Prefinery Instant
  • Prefinery
    User applied for campaign in Prefinery Instant
  • Prefinery
    User is invited in Prefinery Instant
  • Prefinery
    User actively participates in Prefinery Instant
  • Prefinery
    User is rejected in Prefinery Instant
  • Prefinery
    User has resubscribed in Prefinery Instant
  • Prefinery
    User is suspended in Prefinery Instant
  • Prefinery
    User is unconfirmed in Prefinery Instant
  • Prefinery
    User is updated in Prefinery Instant
  • Prefinery
    User is imported in Prefinery Instant
  • Prefinery
    User is deleted in Prefinery Instant
  • Prefinery
    Referral created in Prefinery Instant
  • Prefinery
    Reward earned in Prefinery Instant
  • Prefinery
    Reward delivered in Prefinery Instant
  • Prefinery
    Reward revoked in Prefinery Instant
  • Prefinery
    User has unsubscribed in Prefinery Instant
  • Simpro
    Contact is created in Simpro 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
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2.

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Ready Workflows Ready Workflows   for Prefinery + Simpro Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Simpro + Prefinery Integration

Create Prefinery user for new simPRO individual customer

If you're using simPRO to manage your sales leads, it's important to also use Prefinery to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new individual customer is created in simPRO, a corresponding user will automatically be created in Prefinery.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Prefinery + Simpro Integration

Create simPRO individual customer for new Prefinery user

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new simPRO individual customer and Prefinery user can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Automations

Top 10 Most Popular Prefinery Automations from
Integrately Community

Just click on the workflow you want to automate

Jumpseller logo
Prefinery logo
Create Prefinery user for new Jumpseller contact
Activate
Zoho Creator logo
Prefinery logo
Create Prefinery user for new Zoho Creator record
Activate
CompanyHub logo
Prefinery logo
Create Prefinery user for new CompanyHub record
Salesforce logo
Prefinery logo
Create Prefinery user for new Salesforce record
Notion logo
Prefinery logo
Create Prefinery user for new Notion database item
Jumpseller logo
Prefinery logo
Create Prefinery user for new Jumpseller contact
Activate
Zoho Creator logo
Prefinery logo
Create Prefinery user for new Zoho Creator record
Activate
CompanyHub logo
Prefinery logo
Create Prefinery user for new CompanyHub record
Salesforce logo
Prefinery logo
Create Prefinery user for new Salesforce record
Notion logo
Prefinery logo
Create Prefinery user for new Notion database item
Prefinery logo
Google Chat logo
Send Google Chat message for new Prefinery user
Prefinery logo
Zoho Sheet logo
Create Zoho Sheet row for new Prefinery user
Quickblog logo
Prefinery logo
Create Prefinery user for new Quickblog user
Prefinery logo
Zendesk Sell logo
Create Zendesk Sell deal for new Prefinery user
Prefinery logo
Zammad logo
Create Zammad ticket for new Prefinery user
Prefinery logo
Google Chat logo
Send Google Chat message for new Prefinery user
Prefinery logo
Zoho Sheet logo
Create Zoho Sheet row for new Prefinery user
Quickblog logo
Prefinery logo
Create Prefinery user for new Quickblog user
Prefinery logo
Zendesk Sell logo
Create Zendesk Sell deal for new Prefinery user
Prefinery logo
Zammad logo
Create Zammad ticket for new Prefinery user

Top 10 Most Popular Simpro Automations from
Integrately Community

Most popularmost-popular-automations
01
WordPress logo
Simpro logo
Create simPRO individual customer for new WordPress user
02
Shopify logo
Simpro logo
Create simPRO individual customer from new Shopify customer
03
Simpro logo
Google Calendar logo
Create Google Calendar event for new simPRO individual customer
04
Google Sheets logo
Simpro logo
Create simPRO individual customer for new Google Sheets row
05
CompanyHub logo
Simpro logo
Create simPRO individual customer for new CompanyHub record
cloud
Simpro
app integration
06
Bubble logo
Simpro logo
Create simPRO individual customer for new Bubble data thing
07
PostgreSQL logo
Simpro logo
Create simPRO individual customer for new PostgreSQL row
08
Shoplazza logo
Simpro logo
Create simPRO individual customer from new Shoplazza customer
09
Simpro logo
Bubble logo
Create Bubble data thing for new simPRO individual customer
10
Simpro logo
PostgreSQL logo
Create PostgreSQL row for new simPRO individual customer
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1
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Prefinery or Simpro With 1400+ Other Apps

Prefinery
Prefinery
Prefinery is a ready-to-go automated referral platform that will help you get more users, on autopilot. Generate referrals and promote your app with multiple options of sharing the unique referral link.
Simpro
Simpro
simPRO is the first cloud-based field service and job management software solution for businesses. It's a web-based application that addresses your needs to streamline day-to-day operations, improve visibility, and enhance daily business processes.