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Any way to integrate into a CRM?

Printed From: Rocket Software
Category: AccuTerm Knowledge Base (read only)
Forum Name: File Transfer
Forum Description: Help with uploading & downloading database and document files
Printed Date: February 02 2023 at 7:48pm
Software Version: Web Wiz Forums 12.03 -

Topic: Any way to integrate into a CRM?
Posted By: phrom
Subject: Any way to integrate into a CRM?
Date Posted: August 29 2022 at 2:52pm
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.

Posted By: phrom
Date Posted: September 02 2022 at 8:28pm" rel="nofollow - Here's the website for the CRM I mentioned , in case you want to know what exactly it is.

Posted By: Shrek59
Date Posted: September 05 2022 at 1:58pm
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.


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