CRM
Forcemanager for your Agent
Flow can look up contacts, companies and deals in Forcemanager, and with read and write access it can update records.
It asks for your approval before it changes anything in Forcemanager. Connect with an API key from your Forcemanager account.
Connect Forcemanager in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Forcemanager.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Forcemanager.
What Flow can do depends on what Forcemanager offers through its API and on the access you choose.
Things to ask
Type these to Flow once Forcemanager is connected.
- Forcemanager
Which Forcemanager deals are linked to tenders closing this month?
- Forcemanager
Create a Forcemanager deal for the Vienna hospital tender, with its value and deadline.
About Forcemanager
Forcemanager is a mobile-first CRM built for sales teams, enabling real-time insights and customer management on the go. Boost team productivity and close more deals with smarter workflows and actionable data.
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