Here you will find all the information you look for regarding the data sharing between BaseCRM and the other apps of the marketplace
Interesting workflow you can accomplish with BaseCRM on our MarketPlace
When I create a company in BaseCRM, the information is shared with the accounting package.
When I create a contact in BaseCRM, it is shared with marketing application and my accounting package. If a customer is created in my Point of Sales, it is shared in BaseCRM.
When I create an opportunity in BaseCRM, it appears in my sales funnel widget in Impac!™.
When I create a product in my inventory app, it is shared with BaseCRM.
Data shared between BaseCRM and other apps
CRM and Sales data shared
| Entity in Connec!™ | Entity in BaseCRM | From BaseCRM to other apps | From other apps to BaseCRM | See it on my Impac! Dashboard |
|---|---|---|---|---|
| People & Organization | Lead (with people or organization flag) |
|
| Invoice List widget (If invoice is attached) |
| Opportunities | Deals |
|
| |
| Item | Product |
|
| Growth per product widget (if sales behind product) |
| Company | Account |
|
|
FAQ
My Opportunities/Deals aren't synchronizing to BaseCRM?
BaseCRM does not accept the creation of a Deal if the field "contact_id" is not provided. It can be provided later on and it will be correctly shared. However, it will accept the POST request and to accomplish this, 'lead_id' has to be a real entry in Connec!. If the 'lead_id' is not matched by a Person or Organization, it means that the entry will not be shared with BaseCRM and the Opportunity will never be pushed to their API.Summary: In order for an Opportunity to pushed and accepted by BaseCRM, 'lead_id' has to be present with reference to real data.
Team Work
All the apps available on Maestrano marketplace share data with BaseCRM
However, these three apps are the best matching for BaseCRM
Quickbooks
Xero
Constant Contact