PerfexCRM + Chatrace Integration

Connect PerfexCRM to Chatrace - Automate your workflows in 1-click

Make use of PerfexCRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Chatrace automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Skip the manual back and forth! Easily automate the flow of data between PerfexCRM & Chatrace using Integrately.

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Ready Workflows For PerfexCRM + Chatrace Integration

Just click on the workflow you want to automate

Create PerfexCRM contact from new Chatrace order

As an online store owner, you're likely using Chatrace 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 Chatrace 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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Create PerfexCRM contact from new Chatrace contact

If you're an ecommerce business owner who uses Chatrace to power your online store, you'll be happy to know that when a new contact is created in PerfexCRM, this automation will automatically create a contact in Chatrace.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.

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Create Your Own PerfexCRM & Chatrace Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Order is created in Chatrace
Triggers the automation when a new order is created
Instant
Order is concluded in Chatrace
Triggers the automation when an order is concluded
Instant
Order is canceled in Chatrace
Triggers the automation when an order is canceled
Instant
Tag is applied in Chatrace
Triggers the automation when a tag is added
Instant
Tag is removed in Chatrace
Triggers the automation when a tag is added
Instant
Subscriber is created in Chatrace
Triggers the automation when a new subscriber is added
Instant
User is unsubscribed from bot in Chatrace
Triggers the automation when user unsubscribes from the bot
Instant
Custom field value is changed in Chatrace
Triggers the automation when the value of a custom field changes
Instant
User is subscribed to sequence in Chatrace
Triggers the automation when a user is subscribed to a sequence
Instant
User is unsubscribed from sequence in Chatrace
Triggers the automation when a user is unsubscribed from a sequence
Instant
Cart is abandoned in Chatrace
Triggers the automation when a user abandons their cart
Instant

Create lead in PerfexCRM
Generates new leads for potential customers
Search lead in PerfexCRM
Retrieves information for a particular lead
Create customer in PerfexCRM
Adds a new customer to the database
Create ticket in PerfexCRM
Generates a new ticket
Search customer in PerfexCRM
Locates and retrieves customer information
Update customer in PerfexCRM
Updates a customer's information
Create task in PerfexCRM
Creates a new task
Create contact in PerfexCRM
Adds a new contact to the database
Create invoice in PerfexCRM
Generates invoices for sales transactions
Search invoice in PerfexCRM
Locates and retrieves invoices with
Update task in PerfexCRM
Updates the task with new information or changes
Search task in PerfexCRM
Searches for a task
Create project in PerfexCRM
Creates a new project
Search project in PerfexCRM
Searches for a project
Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
Search ticket in PerfexCRM
Searches for a ticket
Create SMS contact in Chatrace
Adds a new sms contact
Create tag in Chatrace
Generates a new tag
Seach user in Chatrace
Searches for a user
Set contact custom field in Chatrace
Sets a custom field for a contact

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Integrate PerfexCRM & Chatrace In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or Chatrace With 1200+ Other Apps

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.

See PerfexCRM Integrations

Chatrace is a Facebook Messenger bot which allows you to sell goods, automate sales and marketing through chat. It supports Facebook Ads and all the tools that help you manage your business on Facebook.

See Chatrace Integrations