Salestrekker Integration - CabinPanda

CabinPanda and Salestrekker Integration

Salestrekker is Financial practitioners' CRM applications.

Let’s integrate

Let's get you started with Salestrekker integration. It's super easy!

With the CabinPanda and Salestrekker, you can:

Let's get you started with Cabinpanda and Salestrekker integration. You will be able to send your submission data from CabinPanda to Salestrekker.

What you need?

CabinPanda account
Zapier account (It's Free)
Salestrekker account

More about Salestrekker:

Salestrekker is Financial practitioners' CRM applications.

Step by step guide

We will walk you through the steps of integrating with CabinPanda.

Create your CabinPanda account

Sign up and create your CabinPanda account. It’s very easy. Once you have created your account, you are ready to integrate with pretty much anything.

Go to the integrations section of CabinPanda

Here, you can see all the app categories that CabinPanda can integrate with. If you want, you can search for the specific app that you are looking to integrate with, or browse through the featured apps.

Select Salestrekker and click connect

Select the Salestrekker app and click connect for integration. This will enable integration through Zapier.

When receive submission
Triggers when receive subscription

Create New Deal
Creates a deal.
Create New Note
Creates a note.
Upload New Document
Upload a document.
Create New Contact
Creates a contact.
Create New Task
Creates a task.

5 Salestrekker Actions

Try CabinPanda

Try CabinPanda and experiment with its user-friendly, easy to use, easy to publish online forms that have lots of uses.

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