Popular Salesflare + Deskera Workflows
Create Deskera contact for new Salesflare person
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 Salesflare - Deskera integration, anytime a new Salesflare person is created, an Deskera 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.
Create Deskera account for new Salesflare account
Create Salesflare opportunity from new Deskera contact
This Deskera - Salesflare integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
Create Salesflare person for new Deskera contact
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 Deskera - Salesflare integration, anytime a new Deskera contact is created, an Salesflare person 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.
Create Salesflare task for new Deskera contact
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
When Contact is created in Salesflare > Check condition > Create contact in Deskera
When Contact is created in Salesflare > Check condition > Create crm contact in Deskera
When Contact is created in Salesflare > Check condition > Create sales invoice in Deskera
When Person is created in Salesflare > Check condition > Create contact in Deskera
When Person is created in Salesflare > Check condition > Create crm contact in Deskera
When Person is created in Salesflare > Check condition > Create sales invoice in Deskera
When Contact is created in Deskera > Check condition > Create contact in Salesflare
When CRM Contact is created in Deskera > Check condition > Create contact in Salesflare
When User is created in Salesflare > Check condition > Create contact in Deskera
When User is created in Salesflare > Check condition > Create crm contact in Deskera
When User is created in Salesflare > Check condition > Create sales invoice in Deskera
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Salesflare's mission is to help startups grow their sales. It's AI-driven approach automatically gathers data from every incoming lead and contact, making it easy to organise and prioritise your sales efforts.
See Salesflare IntegrationsDeskera is a cloud-based accounting software that connects with your existing ERP. It is designed to be easy to use, yet powerful for businesses of all sizes and across all industries.
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