Which data is shared between BaseCRM and other apps

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 BaseCRMSee it on my Impac! Dashboard
People & OrganizationContacts & Leads (with people or organization flag)

Invoice List widget (If invoice is attached)
OpportunitiesDeals


ItemProduct

Growth per product widget (if sales behind product)
CompanyAccount


App UserUser







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.


My Products/Items aren't synchronizing to BaseCRM?


BaseCRM accounts have Products disabled by default. In order to correctly synchronize them, the user has to enable the functionality in the Settings page. After being enabled, the products will be shared correctly.

Summary: Enable Products by selecting `Settings` → ` Products` → `enable`




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

Any question? Contact us on support@maestrano.com