
Create PerfexCRM customer from new BaseLinker invoice
If you're a small business owner who uses BaseLinker 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 BaseLinker!
See moreThankfully, there is! Just setup this automation to stay organized and streamlined with PerfexCRM and BaseLinker!




















