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Integration with CRM

Does your business process entail a need in DMS (Document management system) and CRM (–°ustomer 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.

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