PerfexCRM Integrations
Connect PerfexCRM with 1100+ apps in 1-Click. No Learning Curve For Non-techies.
Connect PerfexCRM With Any App From Your Workflow
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.
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Build custom workflows for PerfexCRM in minutes
Set ‘trigger’ to start your workflow & ‘action’ to automate repetitive tasks
between PerfexCRM & other apps
Choose the app you want to connect Gmail with...
Ready Workflows for PerfexCRM Integration
Just click on the workflow you want to automate
When Purchase is created in Click Funnels > Create row in Coda > Create lead in PerfexCRM
When Purchase is created in Click Funnels > Upsert row in Coda > Add staff in PerfexCRM
When Purchase is created in Click Funnels > Upsert row in Coda > Create lead in PerfexCRM
When Purchase is created in Click Funnels > Create record in Ninox > Add staff in PerfexCRM
Create PerfexCRM contact for new Modwebs form submission
Plus, all of the information from the Modwebs is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Modwebs - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
Create PerfexCRM contact for new YOUZABILITY form submission
Plus, all of the information from the YOUZABILITY is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a YOUZABILITY - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
Create PerfexCRM contact for new ManyChat external request
Plus, all of the information from the ManyChat is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a ManyChat - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
Create PerfexCRM contact for new The Course Creator's Kit form submission
Plus, all of the information from the The Course Creator's Kit is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a The Course Creator's Kit - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
Create PerfexCRM contact for new Squeezify form submission
Plus, all of the information from the Squeezify is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Squeezify - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
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Integrate PerfexCRM In 1 Click
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