Syncro + WhatConverts Integration

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

Make use of Syncro and WhatConverts automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Syncro + WhatConverts integration.
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Syncro + WhatConverts Integration

Create WhatConverts contact for new Syncro 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 Syncro - WhatConverts integration, anytime a new Syncro 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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WhatConverts + Syncro Integration

Create Syncro 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 - Syncro integration, anytime a new WhatConverts contact is created, an Syncro 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.
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Create Your Own Syncro & WhatConverts Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
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Syncro + WhatConverts Integration
1.
  • Syncro
    Customer is created in Syncro

    Triggers the automation whenever a new customer is created

  • Syncro
    Ticket is created in Syncro

    Triggers the automation whenever a new ticket is created

    Instant
  • Syncro
    Ticket status is changed in Syncro

    Triggers the automation whenever the stauts of a ticket is updated

    Instant
  • Syncro
    Ticket is marked as resolved in Syncro

    Triggers the automation whenever a ticket is marked as resolved

    Instant
  • Syncro
    RMM alert is created in Syncro

    Triggers the automation whenever a remote monitoring and management (RMM) alert is created

    Instant
  • Syncro
    Invoice is created in Syncro

    Triggers the automation whenever any invoice is added or modified

    Instant
  • Syncro
    Payment is made in Syncro

    Triggers the automation whenever a payment is made

    Instant
  • WhatConverts
    Lead is created in WhatConverts

    Triggers the automation whenever a new lead is added to the system

    Instant
  • WhatConverts
    Lead is updated in WhatConverts

    Triggers the automation whenever any lead is updated

    Instant
2.
  • Syncro
    Create customer in Syncro

    Automatically adds a new customer to the database

  • Syncro
    Search customer in Syncro

    Automatically locate and retrieve customer information

  • Syncro
    Create ticket in Syncro

    Automatically generates a new ticket

  • Syncro
    Create lead in Syncro

    Automatically generates new leads for potential customers

  • WhatConverts
    Create lead in WhatConverts
  • WhatConverts
    Update lead in WhatConverts

    Automatically updates the lead information

  • WhatConverts
    Search lead in WhatConverts

    Automatically retrieves information for a particular lead

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Integrate Syncro & WhatConverts In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Syncro or WhatConverts With 1200+ Other Apps

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Syncro is the integrated business platform for running a profitable MSP. With PSA, RMM & remote access all in one affordable package, Syncro is perfect for any business looking to streamline its operations.

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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.

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