Customerly + Perfit Integration

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Customerly + Perfit Integration

Create Perfit contact for new Customerly contact

If you're using Customerly to manage your sales leads, it's important to also use Perfit to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Customerly, a corresponding contact will automatically be created in Perfit.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Customerly + Perfit Integration
1.
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
2.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
  • Perfit
    Create contact in Perfit
  • Perfit
    Add interest to contact in Perfit
  • Perfit
    Unsubscribe a contact in Perfit
  • Perfit
    Search contact by email in Perfit
  • Perfit
    Delete contact in Perfit
  • Perfit
    Update contact in Perfit
  • Perfit
    Search a list by name in Perfit
  • Perfit
    Create list in Perfit
  • Perfit
    Rename list in Perfit
  • Perfit
    Search interest by name in Perfit
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