PerfexCRM + Alegra Integration

Connect PerfexCRM to Alegra in 1 click

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Popular PerfexCRM + Alegra Workflows

Create PerfexCRM customer from new Alegra invoice

If you're a small business owner who uses Alegra to manage your finances, you may be wondering if there's a way to automatically create a customer profile in PerfexCRM whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with PerfexCRM and Alegra!

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Create PerfexCRM contact for new Alegra contact

If you are using Alegra, then you may want to also use PerfexCRM to manage your customer relationships. With the help of this automation, whenever you create a contact in Alegra, a corresponding contact will be created in PerfexCRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

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Create Your Own PerfexCRM & Alegra Integration Without Any Code

Create Custom Workflow

Invoice is created in Alegra
Item is created in Alegra
Contact is created in Alegra
Estimate is created in Alegra

Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Create invoice in Alegra
Create invoice in Costa Rica in Alegra
Create invoice in Peru in Alegra
Create invoice in Mexico in Alegra
Create invoice in Chile in Alegra
Create invoice in Colombia in Alegra
Create invoice in Argentina in Alegra
Send Invoice by mail in Alegra
Create invoice payment in Alegra
Search invoice in Alegra
Create contact in Alegra
Update contact in Alegra
Search contact in Alegra
Create contact in Argentina in Alegra
Create contact in chile in Alegra
Create contact in Costa Rica in Alegra
Create contact in Mexico in Alegra
Create contact in Peru in Alegra
Create contact in Colombia in Alegra
Update contact in Colombia in Alegra
Create item in Costa Rica in Alegra
Update item in Alegra
Create item in Alegra
Create item in Mexico in Alegra
Search item in Alegra
Create remission in Alegra
Create estimate in Alegra
Send estimate by mail in Alegra
Create tax in Alegra
Search tax in Alegra

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You Can Also Connect PerfexCRM or Alegra With 1200+ Other Apps

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.

See PerfexCRM Integrations

Alegra is a simple and intuitive app that helps small and medium businesses in Latin America manage their business finances. It's the easiest way to keep track of expenses and organize your invoices.

See Alegra Integrations