In order to keep your accounting and customer records in sync, when you create a contact in Really Simple Systems CRM, this automation will automatically create a client in QuickFile.
This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Really Simple Systems CRM and QuickFile!
Create Your Own Really Simple Systems CRM & QuickFile Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’ to automate repetitive tasks between Really Simple Systems CRM & QuickFile
Create Automation
Choose the app you want to connect Gmail with...
You can Add Conditions / More Apps in the next steps
1.
Opportunity is created in Really Simple Systems CRM
Contact is created in Really Simple Systems CRM
Account is created in Really Simple Systems CRM
Task is created in Really Simple Systems CRM
Activity is created in Really Simple Systems CRM
2.
Create Opportunity in Really Simple Systems CRM
Create task in Really Simple Systems CRM
Create contact in Really Simple Systems CRM
Search contact by email in Really Simple Systems CRM
Integrate Really Simple Systems CRM & QuickFile In 1 Click And Save Time & Money Both
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Really Simple Systems CRM & QuickFile with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
Want to automate something else in your workflow?
You Can Also Connect Really Simple Systems CRM or QuickFile With 1100+ Other Apps