PerfexCRM + Createtos Integration

Connect PerfexCRM to Createtos in 1 click

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1.
  • Createtos
    Contact is created or updated in Createtos Instant
  • Createtos
    Form response is created in Createtos Instant
  • Createtos
    Order is created in Createtos Instant
  • Createtos
    Order is updated in Createtos Instant
  • Createtos
    Product is created in Createtos Instant
  • Createtos
    Product is updated in Createtos Instant
  • Createtos
    Booking is created in Createtos Instant
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2.

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Ready Workflows Ready Workflows   for PerfexCRM + Createtos Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Createtos + PerfexCRM Integration

Create PerfexCRM contact for new Createtos form submission

When someone completes your Createtos, a new contact is automatically created in your PerfexCRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Createtos is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Createtos - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
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Createtos + PerfexCRM Integration

Create PerfexCRM contact for new Createtos contact

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 Createtos contact 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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Createtos + PerfexCRM Integration

Create PerfexCRM contact from new Createtos order

As an online store owner, you're likely using Createtos 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 Createtos 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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Automations

Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate

Top 10 Most Popular Createtos Automations from
Integrately Community

Most popularmost-popular-automations
01
Createtos logo
CompanyHub logo
Create CompanyHub record for new Createtos form submission
02
Createtos logo
Salesforce logo
Create Salesforce record for new Createtos form submission
03
Createtos logo
Zoho CRM logo
Create Zoho CRM module for new Createtos form submission
04
Createtos logo
Notion logo
Create Notion database item for new Createtos form submission
05
Createtos logo
Stackby logo
Create Stackby row for new Createtos form submission
cloud
Createtos
app integration
06
Createtos logo
Zoho Sheet logo
Create Zoho Sheet row for new Createtos form submission
07
Createtos logo
Google Chat logo
Send Google Chat message for new Createtos contact
08
Createtos logo
Braintree logo
Create Braintree customer from new Createtos form submission
09
Createtos logo
Fluid Pay logo
Create Fluid Pay contact from new Createtos form submission
10
Createtos logo
Katana Cloud Manufacturing logo
Create Katana Cloud Manufacturing order for new Createtos form submission
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1
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2
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3
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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.
Createtos
Createtos
Createtos is an all-in-one platform to create professional websites, build sales funnels, create online courses, landing pages, and more. It also provides built-in email marketing and automation tools, and an integrated CRM.