PerfexCRM + Deputy Integration

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

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Ready workflows for PerfexCRM + Deputy Integration

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Create PerfexCRM contact for new Deputy 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 Deputy - PerfexCRM integration, anytime a new Deputy 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.

Activate

Create PerfexCRM customer for new Deputy location

Deputy + PerfexCRM Integration

Activate

When People is created in Deputy > Check condition > Add staff in PerfexCRM

Deputy + PerfexCRM Integration

Activate

When People is created in Deputy > Check condition > Create lead in PerfexCRM

Deputy + PerfexCRM Integration

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Create Your Own PerfexCRM & Deputy Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between PerfexCRM & Deputy

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Notification is created in Deputy
Location is created in Deputy
Post is created in Deputy
Area/department is created in Deputy
People is created in Deputy

Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Create people in Deputy
Create my unavailability in Deputy
Create area/department in Deputy
Create sales data in Deputy
Create location in Deputy
Create post in Deputy
Create start shift in Deputy

3x-10x Less Expensive Than Zapier

Zapier

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate PerfexCRM & Deputy In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate PerfexCRM & Deputy with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or Deputy With 1100+ 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

Deputy is a platform that helps you schedule in line with demand, prepare accurate payroll, and communicate clearly. It radically simplifies how you run your business and makes it more profitable, connected, and trusted.

See Deputy Integrations