Ready workflows for Heights Platform + PerfexCRM Integration
Just click on the workflow you want to automate
When Course is completed in Heights Platform > Check any condition > Add staff in PerfexCRM > Grant role to student in Heights Platform
When Course is completed in Heights Platform > Check any condition > Create lead in PerfexCRM > Grant role to student in Heights Platform
When Student course is completed in Heights Platform > Check any condition > Add staff in PerfexCRM > Grant role to student in Heights Platform
When Student course is completed in Heights Platform > Check any condition > Create lead in PerfexCRM > Grant role to student in Heights Platform
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Create Your Own Heights Platform & PerfexCRM Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Heights Platform & PerfexCRM
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Heights Platform is the most powerful online course building software in the world. It's a simple, yet robust way of building and selling your online courses to help you scale your business into a global brand.
See Heights Platform IntegrationsPerfexCRM 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.
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