Act-On + PerfexCRM Integration

Connect Act-On to PerfexCRM in 1 click

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1.
  • Act-On
    Subscription category is updated in Act-On Instant
  • Act-On
    CRM is connected in Act-On Instant
  • Act-On
    CRM is disconnected in Act-On Instant
  • Act-On
    Subscription category is added in Act-On Instant
  • Act-On
    Subscription category is deleted in Act-On Instant
  • Act-On
    Contact is added to soft bounce list in Act-On Instant
  • Act-On
    Subscription category opt in in Act-On Instant
  • Act-On
    Subscription category opt out in Act-On Instant
  • Act-On
    Contact is added in Act-On Instant
  • Act-On
    Contact is updated in Act-On Instant
  • Act-On
    Contact opt global in in Act-On Instant
  • Act-On
    Contact opt global out in Act-On Instant
  • Act-On
    Contact marked email as spam in Act-On Instant
  • Act-On
    Contact is added to hard bounce list in Act-On Instant
  • Act-On
    Automated program is stopped in Act-On Instant
  • Act-On
    Automated program is started in Act-On Instant
  • Act-On
    Form is submitted in Act-On Instant
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Ready Workflows Ready Workflows   for Act-On + PerfexCRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Act-On + PerfexCRM Integration

Create PerfexCRM contact for new Act-On contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new PerfexCRM contact and Act-On contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Automations

Top 10 Most Popular Act-On Automations from
Integrately Community

Just click on the workflow you want to automate

Act-On logo
Google Sheets logo
Create Google Sheets row for new Act-On contact
Act-On logo
Google Sheets logo
Update Google Sheets row for new Act-On contact
Act-On logo
HubSpot logo
Create HubSpot contact for new Act-On contact
Act-On logo
HubSpot logo
Create HubSpot deal for new Act-On contact
Act-On logo
HubSpot logo
Create HubSpot task for new Act-On contact
Act-On logo
Google Sheets logo
Create Google Sheets row for new Act-On contact
Act-On logo
Google Sheets logo
Update Google Sheets row for new Act-On contact
Act-On logo
HubSpot logo
Create HubSpot contact for new Act-On contact
Act-On logo
HubSpot logo
Create HubSpot deal for new Act-On contact
Act-On logo
HubSpot logo
Create HubSpot task for new Act-On contact
Act-On logo
Sinch logo
Send Sinch fax for new Act-On contact
Act-On logo
Attio logo
Create Attio task for new Act-On contact
Act-On logo
Chatsistant logo
Send Chatsistant message for new Act-On contact
Act-On logo
Workbooks CRM logo
Create Workbooks CRM contact for new Act-On contact
Act-On logo
Workbooks CRM logo
Create Workbooks CRM task for new Act-On contact
Act-On logo
Sinch logo
Send Sinch fax for new Act-On contact
Act-On logo
Attio logo
Create Attio task for new Act-On contact
Act-On logo
Chatsistant logo
Send Chatsistant message for new Act-On contact
Act-On logo
Workbooks CRM logo
Create Workbooks CRM contact for new Act-On contact
Act-On logo
Workbooks CRM logo
Create Workbooks CRM task for new Act-On contact

Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Most popularmost-popular-automations
01
WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
02
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
03
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
04
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
05
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
cloud
PerfexCRM
app integration
06
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
07
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
08
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
09
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
10
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
How Integrately Works?

How Integrately Works?

1
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Act-On or PerfexCRM With 1400+ Other Apps

Act-On
Act-On
Act-On is a marketing automation platform that helps businesses attract, engage, and nurture leads with email, social, and inbound tools—boosting growth through smarter campaigns.
PerfexCRM
PerfexCRM
PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.