PerfexCRM + Folioze Integration

Connect PerfexCRM to Folioze in 1 click

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

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Ready Workflows Ready Workflows   for PerfexCRM + Folioze Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Folioze + PerfexCRM Integration

Create PerfexCRM contact from new Folioze order

As an online store owner, you're likely using Folioze 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 Folioze 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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Folioze + PerfexCRM Integration

Create PerfexCRM contact for new Folioze form submission

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

Create PerfexCRM contact for new Folioze 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 Folioze 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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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 Folioze Automations from
Integrately Community

Most popularmost-popular-automations
01
Folioze logo
ClickSend SMS logo
Send ClickSend SMS message for new Folioze form submission
02
Folioze logo
Twilio logo
Send Twilio sms for new Folioze form submission
03
Folioze logo
SendGrid logo
Send SendGrid email for new Folioze form submission
04
Folioze logo
MessageBird logo
Send MessageBird message for new Folioze form submission
05
Folioze logo
Online Live Support logo
Send Online Live Support message for new Folioze form submission
cloud
Folioze
app integration
06
Folioze logo
Mailjet logo
Send Mailjet message for new Folioze form submission
07
Folioze logo
MailerSend logo
Send MailerSend message for new Folioze form submission
08
Folioze logo
Telnyx logo
Send Telnyx message for new Folioze form submission
09
Folioze logo
SMS Idea logo
Send SMS Idea message for new Folioze form submission
10
Folioze logo
sms77 logo
Send sms77 message for new Folioze form submission
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1
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2
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3
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You Can Also Connect PerfexCRM or Folioze With 1400+ Other Apps

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.
Folioze
Folioze
Folioze is a platform that enables you to create websites and landing pages in minutes. It has drag-and-drop elements where you can add elements such as text, images, videos and more into the website.