PerfexCRM + Grist Integration

Connect PerfexCRM to Grist in 1 click

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1.

Record is created in Grist
Record is updated in Grist

2.

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Ready Workflows for PerfexCRM + Grist Integration

Just click on the workflow you want to automate

Most popular automations

Create PerfexCRM contact for new Grist record

Automatically creating PerfexCRM contact records for new Grist record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

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Create PerfexCRM customer for new Grist record

Grist + PerfexCRM Integration

When Record is created in Grist > Check any condition > Add staff in PerfexCRM

Grist + PerfexCRM Integration

When Record is created in Grist > Check any condition > Create lead in PerfexCRM

Grist + PerfexCRM Integration

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Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Just click on the workflow you want to automate

Create PerfexCRM contact for new WordPress user

Create PerfexCRM contact for new Elementor Forms form submission

Create PerfexCRM contact for new WPForms form submission

Create PerfexCRM contact for new WHMCS contact

Create PerfexCRM contact for new Google Sheets row

Create PerfexCRM contact for new WordPress user

Create PerfexCRM contact for new Elementor Forms form submission

Create PerfexCRM contact for new WPForms form submission

Create PerfexCRM contact for new WHMCS contact

Create PerfexCRM contact for new Google Sheets row

Create PerfexCRM customer for new Microsoft Excel row

Create PerfexCRM contact for new Square customer

Create PerfexCRM contact for new Notion database item

Create PerfexCRM contact for new Microsoft Excel row

Create PerfexCRM contact for new PostgreSQL row

Create PerfexCRM customer for new Microsoft Excel row

Create PerfexCRM contact for new Square customer

Create PerfexCRM contact for new Notion database item

Create PerfexCRM contact for new Microsoft Excel row

Create PerfexCRM contact for new PostgreSQL row

Top 10 Most Popular Grist Automations from
Integrately Community

Most popular

01

Send Telegram message for new Grist record

02

Create Google Calendar event for new Grist record

03

Create Grist record for new Ninja Forms form submission

04

Create Grist record for new Google Sheets row

05

Create Google Sheets row for new Grist record

cloud

app integration

06

Create Grist record for new Cheat layer data

07

Create Grist record for new Tally response

08

Create Grist record for new Uncanny Automator data

09

Create Grist record for new AdPage quiz answer

10

Create Grist record for new AutomatorWP data

How Integrately Works?

How Integrately Works?

1

Select Automation

Select a trigger from Google Sheets

2

Connect Accounts

Connect Accounts

That’s it! You just connected Google Sheets to Trello

3

Automation is ready

Setup an action from Trello

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Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or Grist With 1400+ Other Apps

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.

See PerfexCRM Integrations

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Grist

Grist is a fully featured data management and reporting platform. From basic storage and querying to advanced charting and dashboards - all in one place.

See Grist Integrations

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