PerfexCRM + Halopsa Integration

Connect PerfexCRM to Halopsa in 1 click

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1.
  • Halopsa
    Site is updated in Halopsa Instant
  • Halopsa
    Site is deleted in Halopsa Instant
  • Halopsa
    Customer is created in Halopsa Instant
  • Halopsa
    Customer is updated in Halopsa Instant
  • Halopsa
    Customer is deleted in Halopsa Instant
  • Halopsa
    CRM note is created in Halopsa Instant
  • Halopsa
    CRM note is updated in Halopsa Instant
  • Halopsa
    CRM note is deleted in Halopsa Instant
  • Halopsa
    Site is created in Halopsa Instant
  • Halopsa
    Site note is created in Halopsa Instant
  • Halopsa
    Site note is updated in Halopsa Instant
  • Halopsa
    Site note is deleted in Halopsa Instant
  • Halopsa
    User is deleted in Halopsa Instant
  • Halopsa
    User is updated in Halopsa Instant
  • Halopsa
    User is created in Halopsa Instant
  • Halopsa
    Ticket is created in Halopsa Instant
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2.

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Ready Workflows Ready Workflows   for PerfexCRM + Halopsa Integration

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Halopsa + PerfexCRM Integration

Create PerfexCRM contact from new Halopsa ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in PerfexCRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - PerfexCRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in PerfexCRM.

This makes it easy to keep track of your support tickets and contacts in one place.
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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
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How Integrately Works?

1
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2
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3
Automation is ready
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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.
Halopsa
Halopsa
HaloPSA (by Halo) is an all-in-one PSA platform for MSPs and IT teams: unifying ticketing, CRM, project & stock management, billing, time tracking, automation, self-service, asset reporting, and workflows.