CentralStation CRM + PerfexCRM Integration

Connect CentralStation CRM to PerfexCRM in 1 click

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  • CentralStation CRM
    Deal is created in CentralStation CRM Instant
  • CentralStation CRM
    Company is created in CentralStation CRM Instant
  • CentralStation CRM
    Company is updated in CentralStation CRM Instant
  • CentralStation CRM
    Deal is updated in CentralStation CRM Instant
  • CentralStation CRM
    Person is created in CentralStation CRM Instant
  • CentralStation CRM
    Person is updated in CentralStation CRM Instant
  • CentralStation CRM
    Project is created in CentralStation CRM Instant
  • CentralStation CRM
    Project is updated in CentralStation CRM Instant
  • CentralStation CRM
    Task is created in CentralStation CRM
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CentralStation CRM + PerfexCRM Integration

Create PerfexCRM contact for new CentralStation CRM person

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 CentralStation CRM - PerfexCRM integration, anytime a new CentralStation CRM person 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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Top 10 Most Popular PerfexCRM Automations from
Integrately Community

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01
WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
02
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
03
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
04
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
05
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
cloud
PerfexCRM
app integration
06
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
07
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
08
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
09
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
10
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
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CentralStation CRM
CentralStation CRM
CentralStation CRM is a lightweight, web-based CRM tailored for small teams and SMEs. It offers contact & task management, email logging, collaboration tools, simple setup, and GDPR-compliant data storage in Germany.
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.