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KonnektiveCRM + Spinify

Manage new KonnektiveCRM orders by creating or updating deals in Spinify

Stay on top of your sales process with this convenient workflow. When a new order is processed in KonnektiveCRM, a connected deal is instantly created or updated in Spinify. This automation delivers efficient deal management and saves valuable time, allowing you to focus on closing sales and enhancing productivity. Benefit from a streamlined operation that increases the efficiency of your sales process.

Stay on top of your sales process with this convenient workflow. When a new order is processed in KonnektiveCRM, a connected deal is instantly created or updated in Spinify. This automation delivers efficient deal management and saves valuable time, allowing you to focus on closing sales and enhancing productivity. Benefit from a streamlined operation that increases the efficiency of your sales process.

  1. When this happens...
    KonnektiveCRMKonnektiveCRM
    New Order

    Triggers when a new order is created. NOTE: If QA is active the order must be approved before the sale will trigger.

    TriggerScheduled
  2. automatically do this!
    SpinifySpinify
    Create or Update Deal

    Add a new Deal record to Spinify or update particular values of an existing record - note the ObjectId should match the initial request to update the value.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • KonnektiveCRM triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It

    • Transaction TypeRequired

    • Product

    Trigger
    Scheduled
    Try It

    • CampaignRequired

    • Quality Assurance

    • Phone NumberRequired

    • Email AddressRequired

    • First NameRequired

    • Last NameRequired

    • Street AddressRequired

    • Street Address 2

    • CityRequired

    • CountryRequired

    • StateRequired

    • Zip CodeRequired

    • Shipping InformationRequired

    • Product IdRequired

    • Product Quantity

    • Product Price

    • Product Ship Price

    • Ship First Name

    • Ship Last Name

    • Ship Street Address

    • Ship Street Address 2

    • Ship City

    • Ship Country

    • Ship State

    • Ship Zip Code

    Action
    Write

    • Object IDRequired

    • NameRequired

    • OwnerRequired

    • TypeRequired

    • Activity Date

    • StatusRequired

    • Duration in Seconds

    • Related Deal

    • Last UpdatedRequired

    • Record URL

    • Record Type

    • Is Closed

    Action
    Write

    • Campaign

    • Order Type

    • Upsell

    • Campaign Product Id

    Trigger
    Scheduled
    Try It

    • CampaignRequired

    • Email AddressRequired

    • Phone Number

    • First NameRequired

    • Last NameRequired

    • Street AddressRequired

    • Address 2

    • CityRequired

    • CountryRequired

    • StateRequired

    • Zip CodeRequired

    • Ship First Name

    • Ship Last Name

    • Ship Street Address

    • Ship Address 2

    • Ship City

    • Ship Country

    • Ship State

    • Ship Zip Code

    Action
    Write

    • CampaignRequired

    • Session Id

    • Quality Assurance

    • Phone Number

    • Email AddressRequired

    • First NameRequired

    • Last NameRequired

    • Street AddressRequired

    • Street Address 2

    • CityRequired

    • CountryRequired

    • StateRequired

    • Zip CodeRequired

    • ProductRequired

    • Product Quantity

    • Product Price

    • Product Ship Price

    • Product 2

    • Product 2 Quantity

    • Product 2 Price

    • Product 2 Ship Price

    • Product 3

    • Product 3 Quantity

    • Product 3 Price

    • Product 3 Ship Price

    • Shipping InformationRequired

    • Ship First Name

    • Ship Last Name

    • Ship Street Address

    • Ship Street Address 2

    • Ship Country

    • Ship State

    • Ship City

    • Ship Zip Code

    • Custom 1

    • Custom 2

    • Custom 3

    • Custom 4

    • Custom 5

    Action
    Write

    • Object IDRequired

    • Name

    • OwnerRequired

    • Last UpdatedRequired

    • Is ClosedRequired

    • Type

    • Case Number

    • Origin

    • Reason

    • Contact Email

    • Contact Mobile

    • Contact Phone

    • Is Escalated

    • Is Closed on Create

    • Priority

    • Subject

    • Web Company

    • Web Email

    • Web Phone

    • Web Name

    • Closed Date

    • Created Date

    • Status

    • Record URL

    • Record Type

    Action
    Write
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About KonnektiveCRM

Konnektive CRM is a customer transaction and campaign management platform that helps marketers dominate.
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Related categories

  • CRM (Customer Relationship Management)

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About Spinify

Spinify is a leaderboard solution that will engage your staff and provide an uplift in productivity and an improved culture.

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