OneHash CRM + Perfit Integration

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1.

Lead is created in OneHash CRM
Lead is updated in OneHash CRM
Customer is updated in OneHash CRM
Contact is updated in OneHash CRM
Customer is created in OneHash CRM
Contact is created in OneHash CRM
Item is updated in OneHash CRM
Item is created in OneHash CRM

2.

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Ready Workflows for OneHash CRM + Perfit Integration

Just click on the workflow you want to automate

Most popular automations

Create Perfit contact for new OneHash CRM contact

If you're using OneHash CRM to manage your sales leads, it's important to also use Perfit to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in OneHash CRM, a corresponding contact will automatically be created in Perfit.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

See more

Update Perfit contact from new OneHash CRM contact

OneHash CRM + Perfit Integration

When Customer is created in OneHash CRM > Check condition > Create contact in Perfit

OneHash CRM + Perfit Integration

When Lead is created in OneHash CRM > Check condition > Create contact in Perfit

OneHash CRM + Perfit Integration

When Customer is created in OneHash CRM > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

OneHash CRM + Perfit Integration

When Customer is created in OneHash CRM > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

OneHash CRM + Perfit Integration

When Customer is created in OneHash CRM > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

OneHash CRM + Perfit Integration

When Lead is created in OneHash CRM > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

OneHash CRM + Perfit Integration

When Lead is created in OneHash CRM > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

OneHash CRM + Perfit Integration

When Lead is created in OneHash CRM > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

OneHash CRM + Perfit Integration

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Tell us what type of automation you want to make?

Top 10 Most Popular OneHash CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Create OneHash CRM contact for new WordPress user

Create OneHash CRM contact for new Quickblog user

Create WordPress user for new OneHash CRM contact

Create OneHash CRM contact from new Instamojo payment

Create WordPress post for new OneHash CRM contact

Create OneHash CRM contact for new WordPress user

Create OneHash CRM contact for new Quickblog user

Create WordPress user for new OneHash CRM contact

Create OneHash CRM contact from new Instamojo payment

Create WordPress post for new OneHash CRM contact

Create SureCart contact for new OneHash CRM contact

Create Shoprocket customer for new OneHash CRM contact

Create OneHash CRM contact for new sevDesk contact

Create DaySchedule event for new OneHash CRM contact

Create Productboard feature for new OneHash CRM contact

Create SureCart contact for new OneHash CRM contact

Create Shoprocket customer for new OneHash CRM contact

Create OneHash CRM contact for new sevDesk contact

Create DaySchedule event for new OneHash CRM contact

Create Productboard feature for new OneHash CRM contact

Top 10 Most Popular Perfit Automations from
Integrately Community

Most popular

01

Create Perfit contact for new WordPress user

02

Create Perfit contact for new CompanyHub record

03

Create Perfit contact for new Salesforce record

04

Create Perfit contact for new Notion database item

05

Create Perfit contact for new Stackby row

cloud

app integration

06

Create Perfit contact for new Quickblog user

07

Create Perfit contact for new Assembla ticket

08

Create Perfit contact for new Billsby order

09

Create Perfit contact for new Groove user

10

Create Perfit contact from new Thinkific contact

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

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Connect OneHash CRM + Perfit Now

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Want to automate something else in your workflow?

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

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.

See OneHash CRM Integrations

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Perfit

Perfit is the email marketing software that helps you build and nurture your list, send beautiful responsive emails, manage subscribers and personalise campaigns based on subscriber activity. It also helps track campaign results.

See Perfit Integrations

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