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WFMCRM - Salesforce to WorkflowMax and Xero Practice Manager Connector

By Blirt

Connect Salesforce to WorkflowMax or Xero Practice Manager

$99   USD/company/month

Discounts available for nonprofits

Try It
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.

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
WFMCRM/WFMCRM 1.141.0
Listed On
06/08/2016
Latest Release
03/03/2022
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.141.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/08/2016

Additional Details

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.

Need help?

Blirt

Gold Coast, Queensland, Australia

Please feel free to get in contact with us. We will endeavour to respond to your enquiry within 24 hours. support@blirt.co

Support PhoneIn Australia 1300 859 323
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