Trigger deal accepted in Kiflo PRM, filter criteria, find or create company in Sellsy, and create opportunity
Trigger deal accepted in Kiflo PRM, filter criteria, find or create company in Sellsy, and create opportunity
Manage accepted deals by triggering Kiflo PRM when a deal is accepted. Filter specific programs, find or create company records in Sellsy, and generate opportunities based on your criteria for faster deal management.
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Overview
Manage accepted deals by triggering Kiflo PRM when a deal is accepted. Filter specific programs, find or create company records in Sellsy, and generate opportunities based on your criteria for faster deal management.