PerfexCRM + awork Integration

Connect PerfexCRM to awork in 1 click

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1.
  • awork
    Client is added in awork Instant
  • awork
    Project task is added in awork Instant
  • awork
    Task status is changed in awork Instant
  • awork
    Project is added in awork Instant
  • awork
    Project member is added in awork Instant
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2.

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Ready Workflows Ready Workflows   for PerfexCRM + awork Integration

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Most popular automationsmost-popular-automations
awork + PerfexCRM Integration

Create PerfexCRM customer from new awork project

If you're using the time tracking app awork to manage your project, you'll want to create a customer in PerfexCRM to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a customer in PerfexCRM whenever you create a project in awork.
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awork + PerfexCRM Integration

Create PerfexCRM contact for new awork client

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this awork - PerfexCRM integration, anytime a new awork client is created, an PerfexCRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Automations

Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate

Top 10 Most Popular awork Automations from
Integrately Community

Most popularmost-popular-automations
01
awork logo
Slack logo
Send Slack message for new awork task
02
awork logo
ClickSend SMS logo
Send ClickSend SMS message for new awork task
03
awork logo
Twilio logo
Send Twilio sms for new awork task
04
awork logo
SendGrid logo
Send SendGrid email for new awork task
05
awork logo
Telegram logo
Send Telegram message for new awork task
cloud
awork
app integration
06
awork logo
SMS Alert logo
Send SMS Alert message for new awork task
07
awork logo
Push by Techulus logo
Send Push by Techulus message for new awork task
08
awork logo
WhatsApp logo
Send WhatsApp message for new awork task
09
awork logo
AiSensy logo
Send AiSensy template message for new awork task
10
awork logo
Ziper logo
Send Ziper message for new awork task
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Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or awork With 1400+ Other Apps

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.
awork
awork
awork is a simple project management platform for personal and business use. It's focus is to help users track their tasks in the easiest way possible, saving them time and energy.