CRM integration?

G

GoInterNet

New Member
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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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.
Click to expand...
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:
 
I totally agree with you about CRM integration—having it built directly into the software would save a lot of time and reduce the complexity of connecting multiple tools. In my experience, using an all-in-one field service management software like FieldBoss has been really useful for managing both the CRM and other key functions without needing to sync between different tools.
 
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.
 
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