Create PerfexCRM customer for new Insightly organisation
Insightly + PerfexCRM Integration
PerfexCRM + Insightly Integration
Connect PerfexCRM to Insightly in 1 click
Free forever.Use premium features free for 14 days.1.
Task is created in Insightly- Lead is created in Insightly
- Lead is updated in Insightly
- Organisation is added in Insightly
- Organisation is updated in Insightly
- Contact is updated in Insightly
- Contact is created in Insightly
- Opportunity is created in Insightly
- Project is created in Insightly
- Opportunity is updated in Insightly
2.
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Ready Workflows for PerfexCRM + Insightly Integration
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Most popular automations
Create PerfexCRM contact for new Insightly contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Insightly - PerfexCRM integration, anytime a new Insightly contact is created, an PerfexCRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Insightly - PerfexCRM integration, anytime a new Insightly contact is created, an PerfexCRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When Contact is created in Insightly > Check condition > Add staff in PerfexCRM
Insightly + PerfexCRM Integration
When Contact is created in Insightly > Check condition > Create lead in PerfexCRM
Insightly + PerfexCRM Integration
When Lead is created in Insightly > Check condition > Add staff in PerfexCRM
Insightly + PerfexCRM Integration
When Lead is created in Insightly > Check condition > Create lead in PerfexCRM
Insightly + PerfexCRM Integration
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Top 10 Most Popular PerfexCRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create PerfexCRM contact for new WordPress user
Create PerfexCRM contact for new Elementor Forms form submission
Create PerfexCRM contact for new WPForms form submission
Create PerfexCRM contact for new WHMCS contact
Create PerfexCRM contact for new Google Sheets row
Create PerfexCRM contact for new WordPress user
Create PerfexCRM contact for new Elementor Forms form submission
Create PerfexCRM contact for new WPForms form submission
Create PerfexCRM contact for new WHMCS contact
Create PerfexCRM contact for new Google Sheets row
Create PerfexCRM customer for new Microsoft Excel row
Create PerfexCRM contact for new Square customer
Create PerfexCRM contact for new Notion database item
Create PerfexCRM contact for new Microsoft Excel row
Create PerfexCRM contact for new PostgreSQL row
Create PerfexCRM customer for new Microsoft Excel row
Create PerfexCRM contact for new Square customer
Create PerfexCRM contact for new Notion database item
Create PerfexCRM contact for new Microsoft Excel row
Create PerfexCRM contact for new PostgreSQL row
Top 10 Most Popular Insightly Automations from
Integrately Community
Most popular
01
Create ClickUp task for new Insightly task
02
Create Insightly opportunity for new Autopilot contact
03
Create Google Calendar event for new Insightly task
04
Create Insightly contact for new Elementor Forms form submission
05
Create Insightly contact for new CompanyHub contact
06
Create Insightly contact for new GetResponse contact
07
Create opportunity in Insightly for Link is clicked in Woodpecker.co
08
Send WhatsApp message for new Insightly task
09
Create Insightly contact for new Ontraport response
10
Create Insightly contact for new Wufoo form submission
Most popular
01
Create ClickUp task for new Insightly task
02
Create Insightly opportunity for new Autopilot contact
03
Create Google Calendar event for new Insightly task
04
Create Insightly contact for new Elementor Forms form submission
05
Create Insightly contact for new CompanyHub contact
06
Create Insightly contact for new GetResponse contact
07
Create opportunity in Insightly for Link is clicked in Woodpecker.co
08
Send WhatsApp message for new Insightly task
09
Create Insightly contact for new Ontraport response
10
Create Insightly contact for new Wufoo form submission
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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.
Insightly
Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.
