PerfexCRM + Workiom Integration

Automatically creating PerfexCRM contact records for new Workiom record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

When Record is created in Workiom then Add staff in PerfexCRM and Add staff in PerfexCRM

When Record is created in Workiom then Add staff in PerfexCRM and Create lead in PerfexCRM

When Record is created in Workiom then Create lead in PerfexCRM and Add staff in PerfexCRM

When Record is created in Workiom then Create lead in PerfexCRM and Create lead in PerfexCRM