CRM integration?

[GoInterNet]

Hi,
I was wondering if there was any plans to make ClientExec be integratable with CRM's like HubSpot or added as a functionnality into the software itself, so no need to have to connect two softwares together.

This would add extra value to your software.

 

[Otto Levin]

Hi,
I was wondering if there was any plans to make ClientExec be integratable with CRM's like HubSpot or added as a functionnality into the software itself, so no need to have to connect two softwares together.

This would add extra value to your software.

While there aren't any direct integrations with CRM platforms like HubSpot in ClientExec at the moment, a great solution could be using tools like Zapier or Integromat to connect ClientExec with HubSpot or other CRMs. This way, you can automate data transfer and processes between the two platforms without needing native integration.
Alternatively, you could suggest this feature directly to ClientExec's development team

 

[kenlyle]

There's no actual functionality for this right now, inexplicably.

The only option appears to be writing a custom snaping/plugin.