Help > Tasks > Integrations > CRM > Integration with CRM

Integration with CRM

Does your business process entail a need in DMS (Document management system) and CRM (Сustomer relationship management) systems, but you have to copy-paste data from one to another?  There is a way to automate this process by integrating these tools. 

How it works

While using Fluix as a DMS, you can automate the upload of data collected in mobile forms into the CRM of your choice, like Lead Perfection, MarketSharp, Salesforce, and other world-leading systems.

Gains from integration with CRM

To integrate Fluix with your CRM, please proceed to this article. Feel free to contact us at support@fluix.io if you have any questions or comments.

If you don’t have Fluix account yet, our experts will be happy to answer any of your questions.

Learn how Fluix works for teams in various industries.

Make your tools speak to each other
See how Fluix can work for you.
Was this article helpful?
Thanks for your feedback!
Oops, something went wrong. Please, try again later.
We're sorry about that, please contact our support for help.
1 out of 1 found this helpful

Sign Up to Our Product Newsletter

The latest updates from our Product team, straight
to your inbox

Before using our website, please read our Privacy Notice for Fluix Website.

Cookies

We use necessary pixels to ensure that all windows, pop-ups or similar components are displayed properly. This technology is stored on your devices and we do not have any access to it or store.

We use necessary cookies that help us make a website usable by enabling basic functions like page navigation and access to secure website areas. The website cannot function properly without these cookies.

We use statistics cookies that help us to collect information on how you use our website. These cookies collect information in a way that does not directly identify anyone.

We use marketing cookies that help display relevant ads for individual users, thereby more valuable for publishers and third-party advertisers.

We use analytics cookies to track website visitors and their user behaviour. This data is then used to improve the way the website works and in turn, used to improve user experience.

Please enter your business email to download this file