PerfexCRM + BaseLinker Integration

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BaseLinker + PerfexCRM Integration

Create PerfexCRM contact from new BaseLinker order

As an online store owner, you're likely using BaseLinker to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate BaseLinker with PerfexCRM? This integration will allow you to automatically create a contact for each new order in PerfexCRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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BaseLinker + PerfexCRM Integration

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!
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PerfexCRM + BaseLinker Integration
1.
  • BaseLinker
    Order is created in BaseLinker
  • BaseLinker
    Invoice is created in BaseLinker
2.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM
  • BaseLinker
    Create order in BaseLinker
  • BaseLinker
    Update order in BaseLinker
  • BaseLinker
    Search order by phone in BaseLinker
  • BaseLinker
    Search order by email in BaseLinker
  • BaseLinker
    Get order by Id in BaseLinker
  • BaseLinker
    Add invoce in BaseLinker
  • BaseLinker
    Add a tracking number in BaseLinker
  • BaseLinker
    Get order package in BaseLinker
  • BaseLinker
    Add payment in BaseLinker
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