Create PerfexCRM customer for new Nutshell account
Nutshell + PerfexCRM Integration
PerfexCRM + Nutshell Integration
Connect PerfexCRM to Nutshell in 1 click
Free forever.Use premium features free for 14 days.1.
Person is created in Nutshell Instant- Activity is created in Nutshell Instant
- Lead is created in Nutshell Instant
- Lead is won in Nutshell Instant
- Company is created in Nutshell Instant
2.
Trusted by experts at...
Ready Workflows for PerfexCRM + Nutshell Integration
Just click on the workflow you want to automate
Most popular automations
Create PerfexCRM contact for new Nutshell person
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 Nutshell - PerfexCRM integration, anytime a new Nutshell person 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.
See moreHowever, 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 Nutshell - PerfexCRM integration, anytime a new Nutshell person 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.
When Person is created in Nutshell > Check condition > Add staff in PerfexCRM
Nutshell + PerfexCRM Integration
When Person is created in Nutshell > Check condition > Create lead in PerfexCRM
Nutshell + PerfexCRM Integration
When Lead is created in Nutshell > Check condition > Add staff in PerfexCRM
Nutshell + PerfexCRM Integration
When Lead is created in Nutshell > Check condition > Create lead in PerfexCRM
Nutshell + PerfexCRM Integration
- 1of1
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Top 10 Most Popular PerfexCRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create PerfexCRM contact for new WordPress user
Create PerfexCRM contact for new Elementor Forms form submission
Create PerfexCRM contact for new WPForms form submission
Create PerfexCRM contact for new WHMCS contact
Create PerfexCRM contact for new Google Sheets row
Create PerfexCRM contact for new WordPress user
Create PerfexCRM contact for new Elementor Forms form submission
Create PerfexCRM contact for new WPForms form submission
Create PerfexCRM contact for new WHMCS contact
Create PerfexCRM contact for new Google Sheets row
Create PerfexCRM customer for new Microsoft Excel row
Create PerfexCRM contact for new Square customer
Create PerfexCRM contact for new Notion database item
Create PerfexCRM contact for new Microsoft Excel row
Create PerfexCRM contact for new PostgreSQL row
Create PerfexCRM customer for new Microsoft Excel row
Create PerfexCRM contact for new Square customer
Create PerfexCRM contact for new Notion database item
Create PerfexCRM contact for new Microsoft Excel row
Create PerfexCRM contact for new PostgreSQL row
Top 10 Most Popular Nutshell Automations from
Integrately Community
Most popular
01
Create Adobe Commerce (Magento) customer for new Nutshell person
02
Create Google Meet event for new Nutshell person
03
Create Google Sheets row for new Nutshell person
04
Create CompanyHub record for new Nutshell person
05
Create Salesforce record for new Nutshell person
Most popular
01
Create Adobe Commerce (Magento) customer for new Nutshell person
02
Create Google Meet event for new Nutshell person
03
Create Google Sheets row for new Nutshell person
04
Create CompanyHub record for new Nutshell person
05
Create Salesforce record for new Nutshell person
06
Create Airtable record for new Nutshell person
07
Create Notion database item for new Nutshell person
08
Create Bubble data thing for new Nutshell person
09
Create PostgreSQL row for new Nutshell person
10
Create MySQL row for new Nutshell person
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect PerfexCRM + Nutshell Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect PerfexCRM + Nutshell Now
In Just 1 Click!
Want to automate something else in your workflow?
You Can Also Connect PerfexCRM or Nutshell With 1400+ Other Apps
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.
Nutshell
Nutshell is an affordable, easy-to-use CRM. Features include lead scoring and prioritization, along with activity streams and notifications to help you stay on top of your opportunities.
