Automate Sending PDF Attachments in Your Workflows
Here is a new way to automate your processes. Instead of having to export templates to PDF and then manually crafting and attaching those to your emails, automate the whole process with this new add-on. This new Workflow Action lets you select both an email template and a PDF template that gets attached to that email when triggered within a workflow.
Got Magento? Sync It Over to SuiteCRM
Everything you need from Magento can be made available in SuiteCRM for your needs. Yes, contacts, orders, products, leads, and even abandoned carts. I can think of a few ways to use that right now...
Sync MailChimp Lists and Campaigns
Sometimes you want to sync exactly when you want. Mailchimp Extension allows you to do just that by enabling you to select your lists or campaigns and clicking on the Sync option.
QuickBooks Online Sync with SuiteCRM
A new QuickBooks Online sync alternative from TechEsperto Solutions is now available. Great for keeping your accounts, contacts, invoices, and products up-to-date in both systems no matter which side you update.
Trigger Recalculations Automatically for Your Key Fields
Have other systems or processes that update data in SuiteCRM automatically?
Find that your other data becomes old and invalid after these updates?
Background Updater is perfect for solving this problem. It runs through your records and triggers your calculated fields to recalculate so that they are always fresh and up-to-date.
Random Spotlight
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CRMJetty - SuiteCRM Customer Portal in WordPress
Reduce Operational costs and improve customer satisfaction by giving access of advanced knowledge base and robust ticketing system to unlimited customers. Get your custom data-management flow configured with SuiteCRM customer portal for WordPress.
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SuiteCRM Zoom Webinar Integration
Now you can combine the ease of Zoom video conferencing with your CRM. This add-on helps users create Zoom Webinars from SuiteCRM and start a new webinar with just one click. Host webinars that put your presenters (not presentation slides) front and center.
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Masquerade - Switch User
When it is crucial to access a certain user’s account, the Masquerade add-on for SuiteCRM allows Admins to log in as any regular user without needing their password.
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