Ready workflows for PerfexCRM + Heartbeat Integration
Just click on the workflow you want to automate
When Ticket is purchased in HeySummit > Create lead in PerfexCRM > Check any condition > Send direct message in Heartbeat
When Order is created/Attendee is registered for an event in Eventbrite > Add staff in PerfexCRM > Check any condition > Send direct message in Heartbeat
When Order is created/Attendee is registered for an event in Eventbrite > Create lead in PerfexCRM > Check any condition > Send direct message in Heartbeat
When Order is created/Attendee is registered in Eventbrite > Add staff in PerfexCRM > Check any condition > Send direct message in Heartbeat
When Order is created/Attendee is registered in Eventbrite > Create lead in PerfexCRM > Check any condition > Send direct message in Heartbeat
When Order is created in SimpleTix > Add staff in PerfexCRM > Check any condition > Send direct message in Heartbeat
When Order is created in SimpleTix > Create lead in PerfexCRM > Check any condition > Send direct message in Heartbeat
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Create Your Own PerfexCRM & Heartbeat Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between PerfexCRM & Heartbeat
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Integrate PerfexCRM & Heartbeat In 1 Click
And Save Time & Money Both
Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate PerfexCRM & Heartbeat with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
Want to automate something else in your workflow?
You Can Also Connect PerfexCRM or Heartbeat With 1100+ Other Apps
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 IntegrationsHeartbeat is the best way to bring your community together! It helps you host conversations, events, content, and more on your domain. A perfect way to connect with like-minded people and create meaningful connections.
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