Integrations

Dalibor Ivkovic avatar Phillip Djukanovic avatar Nick Nikolic avatar +1
21 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Nick Nikolic and 1 other

Teamchat Feature

How to set up and use Chat function for teams
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Written by Dalibor Ivkovic
Updated over a week ago

How to utilize Calendly through Salestrekker

How to set up calendly meeting links in Email and SMS notifications
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Written by Mike Nikolic
Updated over a week ago

Access referrals feature

Sending (referring) deals from one Salestrekker organisation to another
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Written by Dalibor Ivkovic
Updated over a week ago

Zapier integration

How to use early access Zapier integration
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Written by Dalibor Ivkovic
Updated over a week ago

CashDeck integration

Using bank statements collection via CashDeck
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Written by Dalibor Ivkovic
Updated over a week ago

Google Drive Integration

How to integrate and use Google Drive with Salestrekker
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Written by Dalibor Ivkovic
Updated over a week ago

Collecting bank statements via email invite

Using Illion Bankstatements.com.au via email invite
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Written by Dalibor Ivkovic
Updated over a week ago

MyConnect Integration

Setup and use of MyConnect integration
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Written by Nick Nikolic
Updated over a week ago

Flex integration

Connect and integrate Salestrekker with your Flex CRM to create new opportunities.
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Written by Phillip Djukanovic
Updated over a week ago

Full Contact Integration

Automatically searching client social profiles and displaying client picture and information in Deal and Contact
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Written by Dalibor Ivkovic
Updated over a week ago

3rd Party app Integrations

Connect you Salestrekker with other apps that you use: Bank Statements, Dropbox, Equifax, Slack, MailChimp, open API...
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Written by Phillip Djukanovic
Updated over a week ago

Outlook Plugin

Installing and using Outlook plugin
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Written by Dalibor Ivkovic
Updated over a week ago

MailChimp integration

Easily transfer Salestrekker Contacts to your MailChimp lists
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Written by Phillip Djukanovic
Updated over a week ago

Campaign Monitor integration

Advanced marketing integration with Campaign Monitor platform for enterprise users
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Written by Dalibor Ivkovic
Updated over a week ago

RP Data Integration

Setting up and using RP Data
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Written by Dalibor Ivkovic
Updated over a week ago

Pricefinder integration

Integrating your Pricefinder account with Salestrekker
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Written by Dalibor Ivkovic
Updated over a week ago

Mercury integration

Using Salestrekker with Mercury CRM
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Written by Dalibor Ivkovic
Updated over a week ago

Bankstatements.com.au integration

How to integrate bankstatements.com.au with Salestrekker
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Written by Dalibor Ivkovic
Updated over a week ago

Equifax integration - Setup and Use

How to integrate Equifax and use it in Salestrekker
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Written by Phillip Djukanovic
Updated over a week ago

Dropbox Integration

Integrating Salestrekker and Dropbox
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Written by Dalibor Ivkovic
Updated over a week ago

Slack Integration

Integrate updates and reminders to a Slack channel
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Written by Dalibor Ivkovic
Updated over a week ago