4Leads + PerfexCRM Integration

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4Leads + PerfexCRM Integration

Create PerfexCRM contact for new 4Leads 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 4Leads - PerfexCRM integration, anytime a new 4Leads 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.
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4Leads + PerfexCRM Integration
1.
  • 4Leads
    Contact is created in 4Leads
2.
  • 4Leads
    Update Contact in 4Leads
  • 4Leads
    Create Contact in 4Leads
  • 4Leads
    Search Contact in 4Leads
  • 4Leads
    Search Campaign in 4Leads
  • 4Leads
    Create Tag in 4Leads
  • 4Leads
    Add Tag To Contact in 4Leads
  • 4Leads
    Remove Tag in 4Leads
  • 4Leads
    Search Tag in 4Leads
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM
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