PerfexCRM + BoondManager Integration

Connect PerfexCRM to BoondManager in 1 click

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Popular PerfexCRM + BoondManager Workflows

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BoondManager + PerfexCRM Integration

Create PerfexCRM contact for new BoondManager contact

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 BoondManager - PerfexCRM integration, anytime a new BoondManager contact 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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PerfexCRM + BoondManager Integration
1.
  • BoondManager
    Candidate is created in BoondManager Instant
  • BoondManager
    Contact is updated in BoondManager Instant
  • BoondManager
    Contact is created in BoondManager Instant
  • BoondManager
    Candidate is updated in BoondManager Instant
  • BoondManager
    Resource is created in BoondManager Instant
  • BoondManager
    Action is created in BoondManager Instant
  • BoondManager
    Action is updated in BoondManager Instant
  • BoondManager
    Company is created in BoondManager Instant
  • BoondManager
    Company is updated in BoondManager Instant
  • BoondManager
    Opportunity is created in BoondManager Instant
  • BoondManager
    Opportunity is updated in BoondManager Instant
  • BoondManager
    Project is created in BoondManager Instant
  • BoondManager
    Project is updated in BoondManager Instant
  • BoondManager
    Invoice is created in BoondManager Instant
  • BoondManager
    Invoice is updated in BoondManager Instant
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
  • BoondManager
    Create candidate in BoondManager
  • BoondManager
    Update candidate in BoondManager
  • BoondManager
    Create contact in BoondManager
  • BoondManager
    Search contact in BoondManager
  • BoondManager
    Search candidate in BoondManager
  • BoondManager
    Update contact in BoondManager
  • BoondManager
    Import file in BoondManager
  • BoondManager
    Create company in BoondManager
  • BoondManager
    Search company in BoondManager
  • BoondManager
    Update company in BoondManager
  • BoondManager
    Create opportunity in BoondManager
  • BoondManager
    Create resource in BoondManager
  • BoondManager
    Search resource in BoondManager
  • BoondManager
    Update resource in BoondManager
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