PerfexCRM + HelpCrunch Integration

Connect PerfexCRM to HelpCrunch - Automate your workflows in 1-click

Make use of PerfexCRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With HelpCrunch automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Skip the manual back and forth! Easily automate the flow of data between PerfexCRM & HelpCrunch using Integrately.

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Ready Workflows For PerfexCRM + HelpCrunch Integration

Just click on the workflow you want to automate

Create PerfexCRM contact for new HelpCrunch customer

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new PerfexCRM contact and HelpCrunch customer can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

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Update PerfexCRM customer for new HelpCrunch customer

HelpCrunch + PerfexCRM Integration

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Create PerfexCRM customer for new HelpCrunch customer

HelpCrunch + PerfexCRM Integration

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Create Your Own PerfexCRM & HelpCrunch Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Customer is created in HelpCrunch
Triggers the automation whenever a new customer is created
Instant
Customer tags are updated in HelpCrunch
Triggers the automation whenever customer tags are modified or updated
Instant
Customer is unsubscribed in HelpCrunch
Triggers the automation whenever a customer unsubscribes
Instant
Customer email is updated in HelpCrunch
Triggers the automation whenever a customer's email address is updated
Instant
Chat is created in HelpCrunch
Triggers the automation whenever a new conversation is initiated
Instant
Chat assignee is updated in HelpCrunch
Triggers the automation whenever the assignee for a chat is updated
Instant
Chat status is updated in HelpCrunch
Triggers the automation whenever a chat status is updated
Instant
Chat is closed in HelpCrunch
Triggers the automation whenever a chat is marked as complete
Instant

Create lead in PerfexCRM
Automatically generates new leads for potential customers
Search lead in PerfexCRM
Automatically retrieves information for a particular lead
Create customer in PerfexCRM
Automatically adds a new customer to the database
Create ticket in PerfexCRM
Automatically generates a new ticket
Search customer in PerfexCRM
Automatically locate and retrieve customer information
Update customer in PerfexCRM
Automatically updates a customer's information
Create task in PerfexCRM
Automatically creates a new task
Create contact in PerfexCRM
Automatically adds a new contact to the database
Create invoice in PerfexCRM
Automatically generates invoices for sales transactions
Search invoice in PerfexCRM
Automatically locate and retrieve invoices with
Update task in PerfexCRM
Automatically updates the task with new information or changes
Search task in PerfexCRM
Automatically searches for a task
Create project in PerfexCRM
Automatically creates a new project
Search project in PerfexCRM
Automatically searches for a project
Add staff in PerfexCRM
Automatically assigns new employees to the appropriate team or department
Search ticket in PerfexCRM
Automatically searches for a ticket
Create customer in HelpCrunch
Automatically adds a new customer to the database
Update customer in HelpCrunch
Automatically updates a customer's information
Search customer by email in HelpCrunch
Automatically searches for a customer by their email address

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Integrate PerfexCRM & HelpCrunch In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect PerfexCRM or HelpCrunch With 1200+ 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 Integrations

With HelpCrunch, you can enable live chat in your website and mobile apps in just a few minutes. You can also use our knowledge base and email automation tools to let visitors and customers help themselves.

See HelpCrunch Integrations