CabinPanda-CabinPanda and Salestrekker Integration

CabinPanda and Salestrekker Integration

CabinPanda-CabinPanda and Salestrekker Integration

Salestrekker is Financial practitioners' CRM applications.

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Let’s integrate

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.

More about Salestrekker:

Salestrekker is CRM software for finance professionals.

What you need?
  • CabinPanda account

  • Zapier account (It's Free)

  • Salestrekker account

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.

How it works?

CabinPanda Logo
More about Salestrekker:

Triggers when receive subscription

New Deal

Triggers when a new deal is created.

Task Completed

Triggers when a task is completed.

New Note

Triggers when a new note created.

Deal Changes Stage

Triggers when a Deal changes stage.

Deal Changes Status

Triggers when a new Deal changes status.

New Task

Triggers when a new task is created.

6 Zapier 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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