Zengine + simPRO Integration

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

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Create Zengine record 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 - Zengine integration, anytime a new simPRO individual customer 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 simPRO individual customer 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 - simPRO integration, anytime a new Zengine record 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 New record is created in Zengine > Check condition > Create individual customer in simPRO

Zengine + simPRO Integration

Activate

When Individual customer created in simPRO > Check condition > Create new record in Zengine

simPRO + Zengine Integration

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to automate repetitive tasks between Zengine & simPRO

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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
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 new record in Zengine
Delete record in Zengine
Update record in Zengine
Upload file to field in Zengine
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

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2,000 Tasks

in $19.⁹⁹

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Integrate Zengine & simPRO In 1 Click
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You Can Also Connect Zengine or simPRO 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.

See Zengine 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