November 9, 2023
Application
The "Bind CRM contact to system external user account" function allows you to bind information from the CRM module, especially contact data, to an external user account in the Flowgres system. In addition, the function allows you to automatically create an external user account based on the data stored in the CRM module's contact database.
- Selecting "Create external user" redirects to the add user window.
- The fields of the form are automatically filled with the following data.
- After filling in the remaining parameters (including indicating the system role), the external user account was created.
Description
After applying this function, CRM users can seamlessly bind contact information stored in the system to an external user account in Flowgres. In addition, the function allows the automatic creation of an external user account in the Flowgres system based on the information stored in the CRM module's contact database. This streamlines customer relationship management and data synchronization between different systems.
Benefits
Data integration and effective relationship management
The function enables consistent contact data management, linking information from the CRM module to a user's account in an external system. This provides a more comprehensive knowledge of customers.
Automation of the user account creation process
Automatic creation of a user account in Flowgres based on CRM data eliminates the need to manually enter information. This speeds up processes and minimizes the risk of human error.
Increase the efficiency of the team's work
Streamlining the data integration processes between the CRM and Flowgres allows the sales team to focus on building relationships with customers instead of wasting time manually transferring and updating information.