Popular Insightly + PerfexCRM Workflows
Create PerfexCRM contact for new Insightly contact
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.
When Contact is created in Insightly > Check condition > Add staff in PerfexCRM
When Contact is created in Insightly > Check condition > Create lead in PerfexCRM
When Lead is created in Insightly > Check condition > Add staff in PerfexCRM
When Lead is created in Insightly > Check condition > Create lead in PerfexCRM
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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.
See Insightly 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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