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phrom 
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Joined: August 29 2022 Location: Canada Status: Offline Points: 3 |
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 Topic: Any way to integrate into a CRM?Posted: August 29 2022 at 2:52pm |
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I'm not sure if there is already a solution for this, but I'm constantly importing excel files into my SaaS CRM and I want to know if there are any integrations that can automate it. My CRM is called RunSensible.
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phrom
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Joined: August 29 2022 Location: Canada Status: Offline Points: 3 |
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Posted: September 02 2022 at 8:28pm |
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Here's the website for the CRM I mentioned, in case you want to know what exactly it is.
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Shrek59
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Joined: December 04 2006 Location: New Zealand Status: Offline Points: 208 |
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Posted: September 05 2022 at 1:58pm |
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Well, it is unlikely that anyone has exactly the same configuration as you, so there won't be an "off the shelf" solution that does exactly what you want. What you are really after is some form of automation. AccuTerm provides some tools for automation - if you want to automate from the client side. You could also write your own automation routines direct in the database - if you want to automate on the server side. It is mostly just a matter of deciding how you want things to run, and then using the tools available to automate those tasks. Brian
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Any way to integrate into a CRM?
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