Integration with CRM systems
Paul Timms
2-2-22
Operating system: macOS
I know that basic integration with SugarCRM was written a few years ago, but has anyone integrated SERP with other CRM systems, mainly for pre-sales opportunities and pipelines? Our customers have mentioned Hubspot, Prospect and Monday as examples.
2-28-22
Hi Paul,
I see your question here.
Did you get the info you need or do you want me to search with the PM's?
Thnak you,
Arthur
Paul Timms
3-1-22
Hi Arthur, no I've not had any info. We can build integration ourselves, but it'd be useful to know if anyone else has already done it. Thanks.
3-17-22
Hi Paul.

I'll ask around and see if I can find something.

Magnus
3-18-22
Chatted you directly on skype with info. Elvis from Burti has done this has you can chat him directly.
Leave Comment
You can subscribe to notifications for this post by selecting the 'star' icon on the top right corner of the post.
Back to the list
Latest Posts
David Delač
Hi Aldevinas, Please post your customisations so I can help you....
11:40 20 Feb 2025
Piotr Wycichowski
The register for Order Classes is common for Sales orders and Service orders. When I set an Order Class to create an Activity - it works for Sales Order, while for Service Orders - not. Is any setting...
09:30 18 Feb 2025