Really Simple Systems CRM + Socially Versed Integration

Connect Really Simple Systems CRM to Socially Versed in 1 click

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Popular Really Simple Systems CRM + Socially Versed Workflows

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Socially Versed + Really Simple Systems CRM Integration

Create Really Simple Systems CRM contact from new Socially Versed order

As an online store owner, you're likely using Socially Versed to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Socially Versed with Really Simple Systems CRM? This integration will allow you to automatically create a contact for each new order in Really Simple Systems CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Socially Versed + Really Simple Systems CRM Integration

Create Really Simple Systems CRM task for new Socially Versed event

Creating task in Really Simple Systems CRM is a great way to keep track of task that need to be completed when an event is created in your Socially Versed account.

With the help of this integration, when an event is created, a task will be automatically created in Really Simple Systems CRM and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Socially Versed + Really Simple Systems CRM Integration

Create Really Simple Systems CRM deal for new Socially Versed event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Really Simple Systems CRM.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Socially Versed, it will trigger a corresponding deal creation in Really Simple Systems CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Really Simple Systems CRM + Socially Versed Integration
1.
  • Really Simple Systems CRM
    Opportunity is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Contact is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Account is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Task is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Activity is created in Really Simple Systems CRM
  • Socially Versed
    Form response is created in Socially Versed Instant
  • Socially Versed
    Contact is created or updated in Socially Versed Instant
  • Socially Versed
    Booking is created in Socially Versed Instant
  • Socially Versed
    Order is created in Socially Versed Instant
  • Socially Versed
    Order is updated in Socially Versed Instant
  • Socially Versed
    Product is created in Socially Versed Instant
  • Socially Versed
    Product is updated in Socially Versed Instant
2.
  • Really Simple Systems CRM
    Create Opportunity in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create task in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create contact in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search contact by email in Really Simple Systems CRM
  • Really Simple Systems CRM
    Update dropdown list in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create activity in Really Simple Systems CRM
  • Socially Versed
    Update contact in Socially Versed
  • Socially Versed
    Search contact in Socially Versed
  • Socially Versed
    Delete contact in Socially Versed
  • Socially Versed
    Create contact in Socially Versed
  • Socially Versed
    Create product in Socially Versed
  • Socially Versed
    Update product in Socially Versed
  • Socially Versed
    Update member in Socially Versed
  • Socially Versed
    Search product in Socially Versed
  • Socially Versed
    Create member in Socially Versed
  • Socially Versed
    Delete member in Socially Versed
  • Socially Versed
    Create member group in Socially Versed
  • Socially Versed
    Update member group in Socially Versed
  • Socially Versed
    Delete member group in Socially Versed
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