OneHash CRM + PerfexCRM Integration

Connect OneHash CRM to PerfexCRM in 1 click

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1.
  • OneHash CRM
    Lead is created in OneHash CRM
  • OneHash CRM
    Lead is updated in OneHash CRM
  • OneHash CRM
    Customer is updated in OneHash CRM
  • OneHash CRM
    Contact is updated in OneHash CRM
  • OneHash CRM
    Customer is created in OneHash CRM
  • OneHash CRM
    Contact is created in OneHash CRM
  • OneHash CRM
    Item is updated in OneHash CRM
  • OneHash CRM
    Item is created in OneHash CRM
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2.

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Ready Workflows Ready Workflows   for OneHash CRM + PerfexCRM Integration

Just click on the workflow you want to automate

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

Create PerfexCRM contact for new OneHash 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 OneHash CRM - PerfexCRM integration, anytime a new OneHash 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 OneHash CRM Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
OneHash CRM logo
Create OneHash CRM contact for new WordPress user
Quickblog logo
OneHash CRM logo
Create OneHash CRM contact for new Quickblog user
OneHash CRM logo
WordPress logo
Create WordPress user for new OneHash CRM contact
Instamojo logo
OneHash CRM logo
Create OneHash CRM contact from new Instamojo payment
OneHash CRM logo
WordPress logo
Create WordPress post for new OneHash CRM contact
WordPress logo
OneHash CRM logo
Create OneHash CRM contact for new WordPress user
Quickblog logo
OneHash CRM logo
Create OneHash CRM contact for new Quickblog user
OneHash CRM logo
WordPress logo
Create WordPress user for new OneHash CRM contact
Instamojo logo
OneHash CRM logo
Create OneHash CRM contact from new Instamojo payment
OneHash CRM logo
WordPress logo
Create WordPress post for new OneHash CRM contact
OneHash CRM logo
SureCart logo
Create SureCart contact for new OneHash CRM contact
OneHash CRM logo
Shoprocket logo
Create Shoprocket customer for new OneHash CRM contact
sevDesk logo
OneHash CRM logo
Create OneHash CRM contact for new sevDesk contact
OneHash CRM logo
DaySchedule logo
Create DaySchedule event for new OneHash CRM contact
OneHash CRM logo
Productboard logo
Create Productboard feature for new OneHash CRM contact
OneHash CRM logo
SureCart logo
Create SureCart contact for new OneHash CRM contact
OneHash CRM logo
Shoprocket logo
Create Shoprocket customer for new OneHash CRM contact
sevDesk logo
OneHash CRM logo
Create OneHash CRM contact for new sevDesk contact
OneHash CRM logo
DaySchedule logo
Create DaySchedule event for new OneHash CRM contact
OneHash CRM logo
Productboard logo
Create Productboard feature for new OneHash 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
How Integrately Works?

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
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750 Tasks
in $19.99
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in $19.99

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Want to automate something else in your workflow?

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

OneHash CRM
OneHash CRM
OneHash CRM is a go-to platform for managing your entire workflow. It helps you efficiently track leads, customers, and item updates, generate contacts, manage inventory, and handles invoices and quotations in one platform.
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.