Kylas CRM + PerfexCRM Integration

Connect Kylas CRM to PerfexCRM in 1 click

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1.
  • Kylas CRM
    Lead is created in Kylas CRM Instant
  • Kylas CRM
    Lead is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is created in Kylas CRM Instant
  • Kylas CRM
    Deal is updated in Kylas CRM Instant
  • Kylas CRM
    Deal is created in Kylas CRM Instant
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2.

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Ready Workflows Ready Workflows   for Kylas CRM + PerfexCRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Kylas CRM + PerfexCRM Integration

Create PerfexCRM contact for new Kylas CRM 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 Kylas CRM - PerfexCRM integration, anytime a new Kylas CRM 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.
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Automations

Top 10 Most Popular Kylas CRM Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
Kylas CRM logo
Create Kylas CRM contact for new WordPress user
Activate
Kylas CRM logo
WordPress logo
Create WordPress user for new Kylas CRM contact
Activate
Google Sheets logo
Kylas CRM logo
Create Kylas CRM contact for new Google Sheets row
Activate
Shopify logo
Kylas CRM logo
Create Kylas CRM contact from new Shopify customer
Activate
Kylas CRM logo
WordPress logo
Create WordPress post for new Kylas CRM contact
Activate
WordPress logo
Kylas CRM logo
Create Kylas CRM contact for new WordPress user
Activate
Kylas CRM logo
WordPress logo
Create WordPress user for new Kylas CRM contact
Activate
Google Sheets logo
Kylas CRM logo
Create Kylas CRM contact for new Google Sheets row
Activate
Shopify logo
Kylas CRM logo
Create Kylas CRM contact from new Shopify customer
Activate
Kylas CRM logo
WordPress logo
Create WordPress post for new Kylas CRM contact
Activate
Kylas CRM logo
Online Live Support logo
Send Online Live Support message for new Kylas CRM contact
Kylas CRM logo
Telnyx logo
Send Telnyx message for new Kylas CRM contact
Kylas CRM logo
SMS Idea logo
Send SMS Idea message for new Kylas CRM contact
Kylas CRM logo
sms77 logo
Send sms77 message for new Kylas CRM contact
Kylas CRM logo
Postmark logo
Send Postmark message for new Kylas CRM contact
Kylas CRM logo
Online Live Support logo
Send Online Live Support message for new Kylas CRM contact
Kylas CRM logo
Telnyx logo
Send Telnyx message for new Kylas CRM contact
Kylas CRM logo
SMS Idea logo
Send SMS Idea message for new Kylas CRM contact
Kylas CRM logo
sms77 logo
Send sms77 message for new Kylas CRM contact
Kylas CRM logo
Postmark logo
Send Postmark message for new Kylas CRM contact

Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Most popularmost-popular-automations
01
WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
02
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
03
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
04
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
05
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
cloud
PerfexCRM
app integration
06
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
07
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
08
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
09
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
10
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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in $19.99

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You Can Also Connect Kylas CRM or PerfexCRM With 1400+ Other Apps

Kylas CRM
Kylas CRM
Kylas CRM is a feature-rich, easy to use and intuitive Sales CRM software. It helps you get more out of your sales efforts by increasing the number of effective leads, following up on each lead and converting them into customers.
PerfexCRM
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.