PerfexCRM + Convert Box Integration

Connect PerfexCRM to Convert Box - 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 Convert Box 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 & Convert Box using Integrately.
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Convert Box + PerfexCRM Integration

Create PerfexCRM contact for new Convert Box visitor

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new PerfexCRM contact and Convert Box visitor can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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PerfexCRM + Convert Box Integration
1.
  • Convert Box
    Visitor is added in Convert Box

    Triggers the automation when a new visitor is added

    Instant
2.
  • PerfexCRM
    Create lead in PerfexCRM

    Generates new leads for potential customers

  • PerfexCRM
    Search lead in PerfexCRM

    Retrieves information for a particular lead

  • PerfexCRM
    Create customer in PerfexCRM

    Adds a new customer to the database

  • PerfexCRM
    Create ticket in PerfexCRM

    Generates a new ticket

  • PerfexCRM
    Search customer in PerfexCRM

    Locates and retrieves customer information

  • PerfexCRM
    Update customer in PerfexCRM

    Updates a customer's information

  • PerfexCRM
    Create task in PerfexCRM

    Creates a new task

  • PerfexCRM
    Create contact in PerfexCRM

    Adds a new contact to the database

  • PerfexCRM
    Create invoice in PerfexCRM

    Generates invoices for sales transactions

  • PerfexCRM
    Search invoice in PerfexCRM

    Locates and retrieves invoices with

  • PerfexCRM
    Update task in PerfexCRM

    Updates the task with new information or changes

  • PerfexCRM
    Search task in PerfexCRM

    Searches for a task

  • PerfexCRM
    Create project in PerfexCRM

    Creates a new project

  • PerfexCRM
    Search project in PerfexCRM

    Searches for a project

  • PerfexCRM
    Add staff in PerfexCRM

    Assigns new employees to the appropriate team or department

  • PerfexCRM
    Search ticket in PerfexCRM

    Searches for a ticket

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Integrate PerfexCRM & Convert Box In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect PerfexCRM or Convert Box With 1200+ Other Apps

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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.

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Convert Box gives you the flexibility to easily create and launch any style of on-site message from slide-in notifications to a full page takeovers, all in just a few clicks.

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