PerfexCRM + Klenty Integration

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PerfexCRM + Klenty Integration
1.
  • Klenty
    Link is clicked in Klenty

    Triggers the automation whenever a link in the email is clicked

    Instant
  • Klenty
    Email is opened in Klenty

    Triggers the automation whenever an email is opened

    Instant
  • Klenty
    Email is bounced in Klenty

    Triggers the automation whenever an email bounces back

    Instant
  • Klenty
    Reply is received in cadence in Klenty

    Triggers the automation whenever a reply is received within a cadence

    Instant
  • Klenty
    Prospect is sent to webhook in Klenty

    Triggers the automation whenever a prospect is sent to a webhook

    Instant
  • Klenty
    Cadence is completed in Klenty

    Triggers the automation whenever a cadence is completed

    Instant
  • Klenty
    First reply is received in cadence in Klenty

    Triggers the automation whenever the first reply is recieved

    Instant
  • Klenty
    Cadence is started in Klenty

    Triggers the automation whenever a new cadence is started

    Instant
  • Klenty
    Prospect has unsubscribed in Klenty

    Triggers the automation whenever a prospect unsubscribes

    Instant
2.
  • PerfexCRM
    Create lead in PerfexCRM

    Automatically generates new leads for potential customers

  • PerfexCRM
    Search lead in PerfexCRM

    Automatically retrieves information for a particular lead

  • PerfexCRM
    Create customer in PerfexCRM

    Automatically adds a new customer to the database

  • PerfexCRM
    Create ticket in PerfexCRM

    Automatically generates a new ticket

  • PerfexCRM
    Search customer in PerfexCRM

    Automatically locate and retrieve customer information

  • PerfexCRM
    Update customer in PerfexCRM

    Automatically updates a customer's information

  • PerfexCRM
    Create task in PerfexCRM

    Automatically creates a new task

  • PerfexCRM
    Create contact in PerfexCRM

    Automatically adds a new contact to the database

  • PerfexCRM
    Create invoice in PerfexCRM

    Automatically generates invoices for sales transactions

  • PerfexCRM
    Search invoice in PerfexCRM

    Automatically locate and retrieve invoices with

  • PerfexCRM
    Update task in PerfexCRM

    Automatically updates the task with new information or changes

  • PerfexCRM
    Search task in PerfexCRM

    Automatically searches for a task

  • PerfexCRM
    Create project in PerfexCRM

    Automatically creates a new project

  • PerfexCRM
    Search project in PerfexCRM

    Automatically searches for a project

  • PerfexCRM
    Add staff in PerfexCRM

    Automatically assigns new employees to the appropriate team or department

  • PerfexCRM
    Search ticket in PerfexCRM

    Automatically searches for a ticket

  • Klenty
    Create prospect in Klenty

    Automatically generates a new porspect

  • Klenty
    Update prospect in Klenty

    Automatically updates prospect details with new information

  • Klenty
    Search prospect in Klenty

    Automatically searches for a particular prospect

  • Klenty
    Change prospect status to 'do-not-contact' in Klenty

    Automatically updates prospect status to 'do-not-contact', preventing further outreach

  • Klenty
    Unsubscribe prospect in Klenty

    Automatically removes prospect from mailing list

  • Klenty
    Start cadence in Klenty

    Automatically initiate a pre-defined sequence of actions or tasks

  • Klenty
    Stop cadence in Klenty

    Automatically stops the cadence

  • Klenty
    Resume cadence in Klenty

    Automatically resumes a cadence

  • Klenty
    Revert prospect status from 'do-not-contact' in Klenty

    Automatically reverts a prospect's status from 'do not contact'

  • Klenty
    Stop mails to prospect in Klenty

    Automatically stops sending mails to a prospect

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