PieSync integrates WorkflowMax with Nifty Quoter for an automatic 2-way contacts sync. Every time you add or update a contact in WorkflowMax, it is automatically synced with Nifty Quoter, and vice versa - eliminating import/export!
Syncing WorkflowMax with Nifty Quoter is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing WorkflowMax with Nifty Quoter.
WorkflowMax, a cloud-based project/job management solution is loved by 10,000+ businesses. Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time should try this software. Supercharge your profitability and sort out all your project/job/workflow management needs with all-in-one system.
Creating and managing proposals by NiftyQuoter online proposal software can easily save you 50% of your time. NiftyQuoter online proposal software comes with gorgeous professional looking customizable themes. Send proposals to your customers via NiftyQuoter. Clients can easily approve, reject or discuss your proposals.
More connections with WorkflowMax and Nifty Quoter are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.
Everything works smoothly with PieSync. After a 10-minute setup we were able to sync our contacts between Salesforce and HubSpot. In Salesforce we collect information about clients and prospects that, thanks to the sync, we can use in HubSpot for marketing purposes. I would definitely recommend it!