Factors.ai + PerfexCRM Integration

Integrately lets you integrate Factors.ai and PerfexCRM instantly - without any learning curve.

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Create Your Own Factors.ai & PerfexCRM Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Company is removed from segment in Factors.ai Instant
Company is added to segment in Factors.ai Instant
Page is viewed by account in Factors.ai Instant

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

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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Integrate Factors.ai & PerfexCRM In 1 Click
And Save Time & Money Both

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 Factors.ai or PerfexCRM With 1200+ Other Apps

Factors.ai can level up your B2B marketing by identifying hidden sales opportunities with AI-powered account intelligence. It helps analyze customer journeys, measure campaign impact, and generate automated reports - all in one place.

See Factors.ai Integrations

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