CRM (Customer Relationship Management) > Really Simple Systems CRM
Really Simple Systems CRM provides everything that a small business needs to automate their sales, marketing and customer services.
CRM (Customer Relationship Management)
Really Simple Systems CRM
Really Simple Systems CRM provides everything that a small business needs to automate their sales, marketing and customer services.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrações
Account Type Dropdown
Account Type Dropdown
Get Activity_type
Triggers on a new activity_type.
Get All_lookup_tables
Triggers on a new all_lookup_tables.
Campaign Id Dropdown
Dynamic Dropdown for Campaign Id.
Contact Salutation Dropdown
Contact Salutation Dropdown
Get Account Countries Dropdown
Account Country Dropdown
Contact Country Dropdown
Get Contact Country Dropdown
Get Lookup values
Triggers on getting lookup table values.
New Account Added
Triggers when a new account is added.
New/Updated Account
Triggers on a new or updated account
New Activity
Triggers on a new activity.
New Contact
Triggers when a new contact is created.
New/Updated Opportunity
Triggers on a new or updated opportunity.
New Task
Triggers on a new task.
Get Opportunity_forecast
Triggers on a new opportunity_forecast.
Get Opportunity_lossreason
Triggers on a new opportunity_lossreason.
Get Opportunity_status
Triggers on a new opportunity_status.
Get Owner id
Dynamic Dropdown for owner Id.
Get Sla Accounts
Get Sla Accounts
Get Task_status
Triggers on a new task_status.
Task Type Dropdown
Task Type Dropdown
Test_trigger
Trigger when testing.
Create Account
Creates an account.
Create an Account and Contact
Creates an account and contact.
Create Activity
Creates an activity.
Create Contact
Creates a contact.
Create Opportunity
Creates an opportunity (with lines items)
Create Task
Creates a task.
Update Dropdown List
Appends Dropdown list items
Find Account
Finds an account within your CRM.
Find Contact
Finds a contact within your CRM.
Find an Existing Record
Find an existing record within your CRM
Create Account if not exists
Ignored the description field
Create Contact if not exists
This is ignored
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Obtenha os resultados em Excel, PDF ou integrando com nossa API
