CRM integration?

GoInterNet said:
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.
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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 :cool:
 
Clientexec, certainly, should have a more open Roadmap. Certainly, a real feature request system would be a bonus.

But New Members posting generic wishes isn't helpful, either. @Mittynodle and @GoInterNet , what are you actually asking for, in actionable English?

Since CE handles provisioning of services and payments, are you asking that new clients and companies get replicated to your CRM? That would be a start, right? I agree, CE should provide some kind of Zapier, Integrately, Pabbly, etc. integrations, but have you tried at all to help yourselves?

You know that Zapier can monitor SQL databases and use new records as a trigger? Maybe you can both help yourselves and provide a working example.
 
I asked for this a while back and it was rejected. I would certainly like to see a Hubspot integration beyond the one that is already installed in the admin panel (which I wish was removed).
 
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