How to Integrate Deskera

Erstellt von Igor Galic, Geändert am Fri, 29 Jul 2022 um 12:32 PM von Vincent P








Description

Deskera CRM manages your sales and support processes with no hassle. You can funnel leads from web pages into the CRM by using Deskera forms. Segment contacts based on your nurturing process, and make attractive emails. Schedule campaign launches and track your stats with detailed analytics. Add more deals to the pipeline in CRM and drive closures. Streamline support tracking and response time with Deskera ticketing. Add helpdesk to give your users a quick guide to troubleshooting the problem.



Entities


SourceTarget
Send ContactsAdd Contacts
Send ProductsAdd Products
Send AccountsAdd Accounts
Send OrdersAdd Orders
Send TaxesAdd Taxes
Send InvoicesAdd Invoicers
Send BillsAdd Bills
Send QuotationsAdd Quotations
Send Stock AdjustmentsAdd Stock Adjustments
Send Stock TransfersAdd Stock Transfers
Send WarehousesAdd Contacts (CRM

The task can be triggered by the following events:

 

• on successful completion of a different task

• API call



Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.


Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.

Step 3.


You will be prompted for the Login.

Step 4.

Simply Login to your Deskera and Click Finish!



Deskera is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!


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