Invoice Ninja + PerfexCRM Integration

Connect Invoice Ninja to PerfexCRM in 1 click

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Popular Invoice Ninja + PerfexCRM Workflows

Create PerfexCRM customer from new Invoice Ninja invoice

If you're a small business owner who uses Invoice Ninja to manage your finances, you may be wondering if there's a way to automatically create a customer profile in PerfexCRM whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with PerfexCRM and Invoice Ninja!

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Create PerfexCRM contact for new Invoice Ninja client

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 Invoice Ninja - PerfexCRM integration, anytime a new Invoice Ninja client 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.

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When Client is created in Invoice Ninja > Check condition > Add staff in PerfexCRM

Invoice Ninja + PerfexCRM Integration

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When Client is created in Invoice Ninja > Check condition > Create lead in PerfexCRM

Invoice Ninja + PerfexCRM Integration

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Create Automation

Client is created in Invoice Ninja Instant
Invoice is created in Invoice Ninja Instant
Payment is created in Invoice Ninja Instant
Quote is created in Invoice Ninja Instant

Create client in Invoice Ninja
Search client in Invoice Ninja
Update client in Invoice Ninja
Create invoice in Invoice Ninja
Search invoice in Invoice Ninja
Update invoice in Invoice Ninja
Create task in Invoice Ninja
Create quote in Invoice Ninja
Search quote in Invoice Ninja
Update quote in Invoice Ninja
Create payment in Invoice Ninja
Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM

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Integrate Invoice Ninja & PerfexCRM In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Invoice Ninja & PerfexCRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Invoice Ninja & PerfexCRM With 1100+ Other Apps

With Invoice Ninja, you can create and send invoices to your customers in a few simple steps. You can choose from hundreds of invoice templates or build your own from scratch. And it's all free!

See Invoice Ninja Integrations

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