1.8 . Connect, sync Webcake - CRM
CRM - Pancake CRM Customer relationship management software https://crm.pancake.ph/
Previous1.7. Choosing the order sources to POSNext1.10 Select the source of the order to send to CRM
Last updated
CRM - Pancake CRM Customer relationship management software https://crm.pancake.ph/
Last updated
Access Dashboard view -> Integrations -> Pancake POS -> Connect POS
Access Dashboard -> Landing page Name -> Details -> Pancake POS
At the connection view -> Connect -> Select available configuration before.
When the orders from Webcake to CRM have automatically filled, the default fields eg: Name, address, phone number...
With custom fields. User input ID field in Webcake form to match ID field in CRM
Note: The fields of the table in CRM to "Required", the field of the corresponding Webcake form also needs to be "Required" for users to fill in and complete data from Webcake to synchronize to CRM.
