PrintIQ CRM Integration

Overview

Account and Contact data is entered into CRM and synced across to printIQ to create Customers along with billing and delivery Contacts. You choose the fields to sync between the systems including address, phone, credit terms, industry/sector.

Quotes or Orders raised in printIQ create Deals in your CRM using key information including products quoted, quote date, value and status. There is a handy URL link in the CRM Deal to the Quote in printIQ and as the quote status changes so does the Deal stage.

Using the workflow automation in your CRM you can set-up internal alerts and reminders for follow-up along with automated notifications to customers in your sales pipeline. Sales reports are accurate, last purchase dates are known and customer orders are visible to the entire team. Click through to view videos of the integrations available for Zoho CRM, Hubspot and Salesforce.

You can extend the integration to create Leads or Deals from your ticketing system i.e. Zoho Desk ensuring customer enquiry is captured and directed to the right team. Other workflows may include creating Request.

For Quotes in printIQ from your CRM or pushing Job production status from printIQ to CRM to track and communicate with Account Managers and customers at each stage of job delivery.