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WFMCRM - Salesforce to WorkflowMax and Xero Practice Manager Connector
Connect Salesforce to WorkflowMax or Xero Practice Manager
- Business Need
- Integration
Unlock the power of Salesforce CRM with the simplicity of Workflowmax.com professional service quote, job and invoice management. Send Salesforce accounts, contacts and opportunities to WorkflowMax or Xero Practice Manager clients, contacts and jobs.
Highlights
Upsert accounts/contacts/opportunities in Salesforce to clients/contacts/jobs in WorkflowMax or Xero Practice Manager - maintaining one global database of clients for easy relationship management.
Manage customers through the Salesforce and then automate raising WorkflowMax jobs through your Salesforce opportunities.
No more double entry of data and manage the push based upon the opportunity stage.
Provider Details
We specialise in consulting on the Salesforce platform to help you transform your sales, marketing, service and employee experiences so that you can build a valuable business. A business that delights your customers. A business where your team can access what they need, whenever they need it on whatever device they have in order to find, win and keep customers. A business that is empowered for the future taking advantage of AI, mobility and digital media, whilst also easily taking care of business today. We want to help you create a business you can be proud to lead, a business your team find a joy to work in and a business your customers never want to leave. This is the business of tomorrow, you can build today.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
30 Day Free Trial Unlimited Users, 1 Salesforce CRM instance to 1 WorkflowMax or Xero Practice Manager instance Product Support included.
Plan 1
$99 USD/company/month
Free trial available for 30 days
Plan 2
$1,089 USD/company/year
Free trial available for 30 days