WhatConverts + simPRO Integration

Connect WhatConverts to simPRO - Automate your workflows in 1-click

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Create WhatConverts contact for new simPRO individual customer

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 simPRO - WhatConverts integration, anytime a new simPRO individual customer is created, an WhatConverts contact 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 simPRO individual customer for new WhatConverts contact

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 WhatConverts - simPRO integration, anytime a new WhatConverts contact is created, an simPRO individual customer 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 Individual customer created in simPRO > Check condition > Create lead in WhatConverts

simPRO + WhatConverts Integration

Activate

When New lead is received in WhatConverts > Check condition > Create individual customer in simPRO

WhatConverts + simPRO Integration

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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between WhatConverts & simPRO

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New lead is received in WhatConverts Instant
New lead is updated in WhatConverts Instant
Job is created in simPRO Instant
Company customer created in simPRO Instant
Job is updated in simPRO Instant
Company customer updated in simPRO Instant
Site is created in simPRO Instant
Site is updated in simPRO Instant
Individual customer created in simPRO Instant
Individual customer updated in simPRO Instant
Quote is created in simPRO Instant
Quote is updated in simPRO Instant

Create lead in WhatConverts
Update lead in WhatConverts
Search lead in WhatConverts
Create individual customer in simPRO
Search individual customer in simPRO
Search company customer in simPRO
Create contact in simPRO
Create company customer in simPRO
Create service job in simPRO
Search job in simPRO
Create site in simPRO
Search contact in simPRO
Search site in simPRO
Create service quote in simPRO
Search quote in simPRO
Create activity schedule block in simPRO

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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Integrate WhatConverts & simPRO In 1 Click
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You Can Also Connect WhatConverts or simPRO With 1100+ Other Apps

WhatConverts integrates directly with your favorite marketing tools to show how each channel performs for each stage of the customer journey, from ad click to signup and referral.

See WhatConverts Integrations

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.

See simPRO Integrations