PerfexCRM + Moneybird Integration

Connect PerfexCRM to Moneybird in 1 click

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Popular PerfexCRM + Moneybird Workflows

Create PerfexCRM customer from new Moneybird sales invoice

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

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

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Create PerfexCRM contact for new Moneybird contact

If you are using Moneybird, then you may want to also use PerfexCRM to manage your customer relationships. With the help of this automation, whenever you create a contact in Moneybird, a corresponding contact will be created in PerfexCRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

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Contact is created in Moneybird Instant
Quote is created in Moneybird Instant
Sales invoice is created in Moneybird Instant
Sales invoice sent by email in Moneybird Instant

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
Create sales invoice in Moneybird
Send sales invoice in Moneybird
Create contact in Moneybird
Search contact in Moneybird
Create document in Moneybird
Add attachment to document in Moneybird
Create quote in Moneybird

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Integrate PerfexCRM & Moneybird In 1 Click
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You Can Also Integrate PerfexCRM & Moneybird With 1100+ Other Apps

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

Moneybird is the right solution for small businesses. It's cloud accounting software that offers an all-in-one dashboard for your business finances, so you can manage them in one place.

See Moneybird Integrations