AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

WFMCRM - Salesforce to WorkflowMax and Xero Practice Manager Connector

Connect Salesforce to WorkflowMax or Xero Practice Manager

Overview

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.

1 of 2

See How WFMCRM - Salesforce to WorkflowMax and Xero Practice Manager Connector Works

  • 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.

Built by Blirt in Australia, the app connects WorkflowMax to Salesforce. Now, you can quickly convert opportunities won from Salesforce into jobs within WorkflowMax and manage your entire sales and production process with a few clicks. This is the easiest way to create a world class cloud platform for professional services. Use Salesforce for CRM, Workflowmax for Quotes, Job Management and Invoicing. WorkflowMax.com is owned by Xero and provides online job management, quoting and invoicing for professional service organisations. If you use Xero connected to WorkflowMax, adding WFMCRM provides an end-to-end solution from lead to sale to invoice. Pricing is per company - connect 1 Salesforce Org to 1 Workflowmax.com Instance. No limit on users. Pricing is $99 USD per Org per month or $1,089 per Org per year (Annual Subscription includes 1 x month Free) 30 Day trial period is included.

Categories

Business Needs
Integration
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package