Efficy CRM + CSV Files

Synchronise Efficy CRM with CSV Files

Info
Efficy CRM

Efficy CRM

Customer Relationship

Follow your Efficy CRM Leads and Contacts by automating the export of your data to a CSV file.

Orders

Synchronise your Orders

Import or export your orders from one application to another.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

Can I export any type of data to a CSV file?

Yes, as long as the data is consistent and established in the form of a classic table schema, we can export orders, inventories, products and customers.

Can I receive the CSV files by email?

Yes, we offer the possibility to receive your CSV documents directly by email, on a daily, weekly or monthly basis.

What can I do with Efficy CRM?

Efficy provides sales personnel full visibility of different sales pipelines. An interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Efficy also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.

Can I connect Efficy to other applications not listed on Synchron?

Efficy's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Efficy account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.

Connect Efficy CRM and CSV Files

No-code platform, start integrating in a matter of minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate Efficy CRM and CSV Files easily

Customer Relationship

Efficy CRM is an online CRM which organises the management of your business activity and your customer service to increase your ROI.

https://www.efficy.com

Data

The Synchron CSV tool allows you to easily export any type of data to a CSV spreadsheet. The CSV/XLS tool also allows you to retrieve data from any spreadsheets and synchronise it with your e-commerce store, for example when importing products or orders.

Questions about the integration?

Request more info on Efficy CRM + CSV Files integration

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