PerfexCRM + FormCan Integration

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

Make use of PerfexCRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With FormCan automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. And automate all the repetitive tasks between PerfexCRM & FormCan using Integrately.
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Ready Workflows For PerfexCRM + FormCan Integration

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FormCan + PerfexCRM Integration

Create PerfexCRM contact for new FormCan response

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

Plus, all of the information from the FormCan is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a FormCan - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
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Create Your Own PerfexCRM & FormCan Integration Without Any Code

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PerfexCRM + FormCan Integration
1.
  • FormCan
    New submission in FormCan

    Triggers the automation whenever a new submission is received

    Instant
2.
  • PerfexCRM
    Create lead in PerfexCRM

    Automatically generates new leads for potential customers

  • PerfexCRM
    Search lead in PerfexCRM

    Automatically retrieves information for a particular lead

  • PerfexCRM
    Create customer in PerfexCRM

    Automatically adds a new customer to the database

  • PerfexCRM
    Create ticket in PerfexCRM

    Automatically generates a new ticket

  • PerfexCRM
    Search customer in PerfexCRM

    Automatically locate and retrieve customer information

  • PerfexCRM
    Update customer in PerfexCRM

    Automatically updates a customer's information

  • PerfexCRM
    Create task in PerfexCRM

    Automatically creates a new task

  • PerfexCRM
    Create contact in PerfexCRM

    Automatically adds a new contact to the database

  • PerfexCRM
    Create invoice in PerfexCRM

    Automatically generates invoices for sales transactions

  • PerfexCRM
    Search invoice in PerfexCRM

    Automatically locate and retrieve invoices with

  • PerfexCRM
    Update task in PerfexCRM

    Automatically updates the task with new information or changes

  • PerfexCRM
    Search task in PerfexCRM

    Automatically searches for a task

  • PerfexCRM
    Create project in PerfexCRM

    Automatically creates a new project

  • PerfexCRM
    Search project in PerfexCRM

    Automatically searches for a project

  • PerfexCRM
    Add staff in PerfexCRM

    Automatically assigns new employees to the appropriate team or department

  • PerfexCRM
    Search ticket in PerfexCRM

    Automatically searches for a ticket

  • FormCan
    Get submission by submission ID in FormCan
  • FormCan
    Submit form in FormCan

    Automatically submits a form

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Integrate PerfexCRM & FormCan In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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