PerfexCRM + Moxie Integration

Connect PerfexCRM to Moxie in 1 click

Integrate PerfexCRM + Moxie For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular PerfexCRM + Moxie Workflows

Create PerfexCRM contact for new Moxie 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 Moxie - PerfexCRM integration, anytime a new Moxie 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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Create Your Own PerfexCRM & Moxie Integration Without Any Code

Create Custom Workflow

Opportunity is deleted in Moxie Instant
Client is created in Moxie Instant
Client is updated in Moxie Instant
Client is deleted in Moxie Instant
Invoice is sent in Moxie Instant
Payment is recieved in Moxie Instant
Form is completed in Moxie Instant
Agreement is sent in Moxie Instant
Agreement is viewed in Moxie Instant
Agreement is signed in Moxie Instant
Meeting is scheduled in Moxie Instant
Meeting is updated in Moxie Instant
Meeting is cancelled in Moxie Instant
Opportunity is created in Moxie Instant
Opportunity is updated in Moxie Instant
Project is created in Moxie Instant
Project is updated in Moxie Instant
Project is completed in Moxie Instant
Task is created in Moxie Instant
Task is updated in Moxie Instant
Task needs approval in Moxie Instant
Task is deleted in Moxie Instant
Time entry is created in Moxie Instant
Time entry is updated in Moxie Instant
Time entry is deleted in Moxie Instant
Ticket is created in Moxie Instant
Ticket is updated in Moxie Instant
Ticket is closed in Moxie Instant
Ticket is deleted in Moxie Instant
Comment is added on ticket in Moxie 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 form submission in Moxie
Create expense in Moxie
Delete calendar event in Moxie
Create client in Moxie
Search client in Moxie
Create contact in Moxie
Search contact in Moxie
Create project in Moxie
Create task in Moxie
Approve task/deliverable in Moxie
Create comment on ticket in Moxie
Create opportunity in Moxie
Create time entry in Moxie
Create invoice in Moxie
Apply payment to invoice in Moxie
Create or update calendar event in Moxie
Create ticket in Moxie

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You Can Also Connect PerfexCRM or Moxie With 1200+ 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

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