Which data is shared between LegrandCRM and other apps
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 I create a product in my inventory or accounting app, it is shared with LegrandCRM.
When an invoice or a payment is created in my accounting package, it appears in LegrandCRM.
On Maestrano, when you create a new user, it creates a new user 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 | Company | |||
Contacts | Contact | Invoice List widget (If invoice is attached) | ||
Leads | Opportunity | Leads funnel / Leads list widgets |
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 | |||
Credit notes | ||||
Products | ||||
Payments |
FAQ
New and updated Products/Items aren't synchronizing to Maestrano?
When it comes to Products/Items, LegrandCRM supports one way only synchronization from Maestrano to LegrandCRM. We believe Products/Items should be maintained in respective inventory or accounting app. They are only synchronized to LegrandCRM in order to be displayed in 'Products & Services' list as well as accounting transactions.
Hint: View Products/Items by navigating `Settings` → ` Products & Services`.
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
Any question? Contact us on support@maestrano.com