inFlow Inventory + PerfexCRM Integration

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inFlow Inventory + PerfexCRM Integration

Create PerfexCRM contact from new inFlow Inventory order

As an online store owner, you're likely using inFlow Inventory to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate inFlow Inventory with PerfexCRM? This integration will allow you to automatically create a contact for each new order in PerfexCRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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inFlow Inventory + PerfexCRM Integration
1.
  • inFlow Inventory
    Purchase order is created in inFlow Inventory Instant
  • inFlow Inventory
    Purchase order is updated in inFlow Inventory Instant
  • inFlow Inventory
    Sales order is created in inFlow Inventory Instant
  • inFlow Inventory
    Sales order is updated in inFlow Inventory Instant
  • inFlow Inventory
    Customer is updated in inFlow Inventory Instant
  • inFlow Inventory
    Customer is created in inFlow Inventory Instant
  • inFlow Inventory
    Sales quote is created or updated in inFlow Inventory
  • inFlow Inventory
    Vendor is created in inFlow Inventory Instant
  • inFlow Inventory
    Vendor is updated in inFlow Inventory Instant
2.
  • inFlow Inventory
    Create sales order in inFlow Inventory
  • inFlow Inventory
    Get sales order by id in inFlow Inventory
  • inFlow Inventory
    Search sales order by order number in inFlow Inventory
  • inFlow Inventory
    Get customer by id in inFlow Inventory
  • inFlow Inventory
    Search customer in inFlow Inventory
  • inFlow Inventory
    Get purchase order by id in inFlow Inventory
  • inFlow Inventory
    Search purchase order by name/number in inFlow Inventory
  • inFlow Inventory
    Get vendor by id in inFlow Inventory
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM
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