ZNICRM (Intueri CRM) + WHMCS Integration

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WHMCS + ZNICRM (Intueri CRM) Integration

Create ZNICRM (Intueri CRM) contact for new WHMCS 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 WHMCS - ZNICRM (Intueri CRM) integration, anytime a new WHMCS contact is created, an ZNICRM (Intueri CRM) 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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WHMCS + ZNICRM (Intueri CRM) Integration

Create ZNICRM (Intueri CRM) contact from new WHMCS ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in ZNICRM (Intueri CRM). Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - ZNICRM (Intueri CRM) integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in ZNICRM (Intueri CRM).

This makes it easy to keep track of your support tickets and contacts in one place.
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ZNICRM (Intueri CRM) + WHMCS Integration
1.
  • WHMCS
    Invoice is paid in WHMCS
  • WHMCS
    Order is created in WHMCS
  • WHMCS
    Invoice is created in WHMCS
  • WHMCS
    Client is created in WHMCS
  • WHMCS
    Ticket is created in WHMCS
  • WHMCS
    Todo item is created in WHMCS
2.
  • ZNICRM (Intueri CRM)
    Create lead in ZNICRM (Intueri CRM)
  • WHMCS
    Create client in WHMCS
  • WHMCS
    Delete client in WHMCS
  • WHMCS
    Create ticket in WHMCS
  • WHMCS
    Update ticket in WHMCS
  • WHMCS
    Create invoice in WHMCS
  • WHMCS
    Create contact in WHMCS
  • WHMCS
    Search contact in WHMCS
  • WHMCS
    Update contact in WHMCS
  • WHMCS
    Create project in WHMCS
  • WHMCS
    Get client by id in WHMCS
  • WHMCS
    Search ticket in WHMCS
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