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 ConnecEntity in LegrandCRM

From LegrandCRM to other apps

From other apps to LegrandCRMSee it on my Impac! Dashboard

Company

Company


ContactsContact

Invoice List widget (If invoice is attached)
LeadsOpportunity


Leads funnel / Leads list widgets



Accounting data shared

Entity in ConnecEntity in LegrandCRM

From LegrandCRM to other apps

From other apps to LegrandCRMSee 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