Popular PerfexCRM + Formaloo Workflows
When New Form Entry in Formaloo > Check any condition > Create lead in PerfexCRM
When Form is submitted in Formaloo > Check any condition > Add staff in PerfexCRM
When Form is submitted in Formaloo > Check any condition > Create lead in PerfexCRM
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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.
See PerfexCRM IntegrationsFormaloo is the Customer Data Platform designed to unlock the hidden value in your data. It allows you to reach out to customers using their behavior, expectations, personal tastes, and their preferences when making a purchase decision.
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