Here you will find all the information you look for regarding the data sharing between SignMee and the other apps of the marketplace
Interesting workflow you can accomplish with SignMee on our MarketPlace
Data shared between SignMee and other apps
CRM and Sales data shared
| Entity shared | From SignMee to other apps | From other apps to SignMee | See it on my Impac! Dashboard |
|---|---|---|---|
| Contacts |
| Invoice List widget (If invoice is attached) |
FAQ
In the following section add the main limitation / specific information regarding the data mapping of this specific entity as a Question/Answer, e.g.:
How can I share my customers on Quickbooks with my contacts and organizations in my CRM?
QuickBooks customers can correspond to contacts or organizations in your CRM, and here is how it works:
- The only field required to register a customer in QuickBooks (and to send it to other apps) is "Display name as"
- If you do not specify neither the "First name" or the "Last name" of your customer in QuickBooks, Connec! assumes that the customer is only an organization and it creates a new organization in your CRM, with "Display name as" (QuickBooks field) as the "Organization Name"
- If you specify a "First name" or a "Last name", but do not specify a "Company" for your customer in QuickBooks, Connec! assumes that the customer is only a contact and it creates a new contact in your CRM, with "First name" and/or "Last name" (QuickBooks fields) mapped to "First Name" and/or "Last Name" in your CRM
- If you specify in QuickBooks, for your customer, a "First name" or a "Last name", and a "Company", then Connec! creates a new contact and a new organization in your CRM, and the contact will be linked to the organization (field "Organization Name" in your CRM, field "Company" in QuickBooks)
- Fields email, mobile and address are also sent from QuickBooks to your CRM.
Team Work
All the apps available on Maestrano marketplace share data with SignMee
However, these three apps are the best matching for SignMee