Here you will find all the information you look for regarding the data sharing between LegrandCRM and the other apps of the marketplace
Interesting workflow you can accomplish with LegrandCRM on our MarketPlace
When I create a company in LegrandCRM, the information is shared with the accounting package.
When I create a contact in LegrandCRM, it is shared with marketing application and my accounting package. If a customer is created in my Point of Sales, it is shared in LegrandCRM.
When I create an opportunity in LegrandCRM, it appears in my sales funnel widget in Impac!™.
When an invoice or a payment is created in my accounting package, it appears in LegrandCRM.
If I create an employe in my HR system, it appears in LegrandCRM.
Data shared between LegrandCRM and other apps
CRM and Sales data shared
| Entity in Connec | Entity in LegrandCRM | From LegrandCRM to other apps | From other apps to LegrandCRM | See it on my Impac! Dashboard |
|---|---|---|---|---|
Company |
|
| ||
| Contacts |
|
| Invoice List widget (If invoice is attached) | |
| Quotes |
| All invoice widgets | ||
| Leads |
| Leads funnel / Leads list widgets | ||
| Products |
| Growth per product widget (if sales behind product) |
Accounting data shared
| Entity in Connec | Entity in LegrandCRM | From LegrandCRM to other apps | From other apps to LegrandCRM | See it on my Impac! Dashboard |
|---|---|---|---|---|
| Invoices |
| All invoice widgets | ||
| Opportunities |
| Opportunity funnel widget | ||
| Sales order |
| |||
| Taxes |
|
HR data shared
| Entity in Connec | Entity in LegrandCRM | From LegrandCRM to other apps | From other apps to LegrandCRM | See it on my Impac! Dashboard |
|---|---|---|---|---|
| Employee |
| Employees list widget | ||
| Time activity |
|
FAQ
Team Work
All the apps available on Maestrano marketplace share data with LegrandCRM
However, these three apps are the best matching for LegrandCRM
Quickbooks Online
Xero
MYOB