PerfexCRM + OnePageCRM Integration

Connect PerfexCRM to OnePageCRM in 1 click

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1.
  • OnePageCRM
    Contact is updated in OnePageCRM
  • OnePageCRM
    Deal is updated in OnePageCRM
  • OnePageCRM
    Contact is created in OnePageCRM
  • OnePageCRM
    Pending deal is created in OnePageCRM
  • OnePageCRM
    Deal is won in OnePageCRM
  • OnePageCRM
    Action is created in OnePageCRM
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2.

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Ready Workflows Ready Workflows   for PerfexCRM + OnePageCRM Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
OnePageCRM + PerfexCRM Integration

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

Just click on the workflow you want to automate

WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate

Top 10 Most Popular OnePageCRM Automations from
Integrately Community

Most popularmost-popular-automations
01
OnePageCRM logo
Notion logo
Create Notion database item for new OnePageCRM deal
02
OnePageCRM logo
Microsoft Excel logo
Create Microsoft Excel row for new OnePageCRM deal
03
OnePageCRM logo
Quickbooks Online logo
Update Quickbooks Online customer from new OnePageCRM contact
04
Gmail logo
OnePageCRM logo
Create OnePageCRM note for new Gmail email
05
WordPress logo
OnePageCRM logo
Create OnePageCRM contact for new WordPress user
cloud
OnePageCRM
app integration
06
Trello logo
OnePageCRM logo
Create OnePageCRM note for new Trello message
07
ClickSend SMS logo
OnePageCRM logo
Create OnePageCRM note for new ClickSend SMS message
08
Textgun SMS logo
OnePageCRM logo
Create OnePageCRM note for new Textgun SMS message
09
WATI logo
OnePageCRM logo
Create OnePageCRM note for new WATI message
10
WA Web Plus logo
OnePageCRM logo
Create OnePageCRM note for new WA Web Plus whatsapp event
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or OnePageCRM With 1400+ Other Apps

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.
OnePageCRM
OnePageCRM
OnePageCRM is the ideal platform that converts complexity into simplicity. Users can plan, track and convert leads into customers, reach targets on time and grow their business fast.