I’m using SuiteCRM and work together with Integromat.
Currently my first scenario working good to create new Leads.
But I have no idea for my second scenario which is to create relationship between Contact and Opportunities. I can create Contact and Opportunities but i can’t link them by Integromat.
If at SuiteCRM i can create Contact and Opportunities by using Convert Lead feature. With Convert Lead, it’s create the relatioonship by them which is the Opportunities belong to who as Contact.
But i have no idea to create the relationship using Integromat.
Anybody here can suggest or give some guide to me.
maybe people here could help - if you could give more details on your setup.
What works so far:
A) Overall, what are you using Integromat for - specifically.
B) What connection between that and Suite is ALREADY working for you: what is the specific details of HOW you got that specific thing to work.~
C) how long have you personally used Suite? How much PHP experience do you have - none, some, loads?
D) how many users at your company use Suite?
What you want to work in the future:
C) what is the benefit to you to use Integromat to associate Contacts to Opps? (That can be done easily in SuiteCRM).
D) what else have you explored for this -eg have you explored a WorkFlow in Suite -that runs whenever a new Lead is saved? Does your company use SuiteCRM workflows already, for other things or would it all be learning ?