Data will automatically sync between the two platforms every 5 minutes
When you first connect (click here for how) WorkflowMax and Exsalerate we import the following data:
All Clients (companies/organisations)
All Contacts (individual people associated with the company/organisation) *After initial import always add/delete new contacts/companies from Exsalerate 1st as the WFM API does not allow adding of new contacts etc from WFM back to Exsalerate
Links to all jobs (saved against the company profile in Exsalerate)
Leads (if you've been using Lead Manager)
Activities from Lead Manager
Estimated Value from Lead Manager
Account Manager for leads & clients.
Quotes issued to clients
The integration between the two platforms leads from Exsalerate back to Workflow Max in other words when adding contacts /companies or deleting(archiving) contacts etc always do this in Exsalerate FIRST to ensure the information flows through to WFM.
Push updates instantly from Exsalerate to WFM by clicking the WorkFlowMax button at the top right of the company dashboard
Check out how the Workflowmax integration works for jobs and quotes