K Factors + MobiCRM Integrations
How to connect K Factors + MobiCRM
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New NotificationTriggers when a new notification is created.Trigger- Get Widget DataGets widget dataAction
- Post Widget DataPosts data to widgetAction
Account CreatedTriggers when a new account has been created in MobiCRM.Trigger- Contact CreatedTriggers when a new contact has been created in MobiCRM.Trigger
- Create AccountCreates a new account in MobiCRMAction
- Create ContactCreates a new contact in MobiCRMAction
- Create LeadCreates a new leadAction
- MobiCRM
Creates a new minutes in MobiCRM.
Scheduled
Action
- MobiCRM
Creates a new todo
Scheduled
Action
How K Factors + MobiCRM Integrations Work
- Step 1: Authenticate K Factors and MobiCRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About K Factors
Use K Factors to create notification widgets that convert.
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About MobiCRM
MobiCRM is a smartphone-first CRM, designed for your itinerant sales force, offering prospection tools, contacts management, and calendar synchronization.
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