New Integration: Automate Your Sales Workflows and Processes with Flexie CRM

Beth Mix
Beth Mix / August 23, 2018
Flexie CRM home page

Flexie CRM is an inside sales customer relationship management (CRM) platform that helps sales teams stay organized, nurture leads, close more deals, and improve overall productivity. Flexie's Workflow Engine automates sales workflows and helps you deepen your relationships with customers. The dashboard provides an actionable view of stats, tasks, and follow-up items, and your sales team can easily get the all the details they need, including lead activity, contact info, and other custom data. There's also a customer timeline for each client, which provides a full picture of the customer journey. With calling, email, and SMS natively built into the app, sales teams can even reach out and respond to customers from within the app.

Now that Flexie CRM connects with Zapier, it's easier than ever to automate your team's workflows. Zapier can automatically trigger workflows in other apps whenever new leads, contacts, or custom entities are added in Flexie CRM. Or you can automatically create new leads, contacts, and custom entities in Flexie CRM whenever trigger events happen in the apps you use most.

To connect Flexie CRM with 1,300+ other apps, including Facebook Lead Ads, Eventbrite, and Acuity Scheduling, head to Flexie CRM's integrations page.

How to Automate Flexie CRM with Zapier

  1. Sign up for a Flexie CRM account, and make sure you have a Zapier account.

  2. Try some pre-made Flexie CRM integrations, and learn more about how Flexie CRM works with Zapier.

  3. Or log in and build a custom workflow with Flexie CRM and Zapier.