PerfexCRM + Optinly Integration

Connect PerfexCRM to Optinly - Automate your workflows in 1-click

Make use of PerfexCRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Optinly automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Get the best of both with Integrately’s PerfexCRM + Optinly integration.

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Ready Workflows For PerfexCRM + Optinly Integration

Just click on the workflow you want to automate

Create PerfexCRM contact for new Optinly contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new PerfexCRM contact and Optinly contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

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Update PerfexCRM customer for new Optinly contact

Optinly + PerfexCRM Integration

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Create PerfexCRM customer for new Optinly contact

Optinly + PerfexCRM Integration

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Create Your Own PerfexCRM & Optinly Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Subscriber is added to a campaign in Optinly
Triggers the automation whenever a subscriber is added to a campaign
Instant

Create lead in PerfexCRM
Automatically generates new leads for potential customers
Search lead in PerfexCRM
Automatically retrieves information for a particular lead
Create customer in PerfexCRM
Automatically adds a new customer to the database
Create ticket in PerfexCRM
Automatically generates a new ticket
Search customer in PerfexCRM
Automatically locate and retrieve customer information
Update customer in PerfexCRM
Automatically updates a customer's information
Create task in PerfexCRM
Automatically creates a new task
Create contact in PerfexCRM
Automatically adds a new contact to the database
Create invoice in PerfexCRM
Automatically generates invoices for sales transactions
Search invoice in PerfexCRM
Automatically locate and retrieve invoices with
Update task in PerfexCRM
Automatically updates the task with new information or changes
Search task in PerfexCRM
Automatically searches for a task
Create project in PerfexCRM
Automatically creates a new project
Search project in PerfexCRM
Automatically searches for a project
Add staff in PerfexCRM
Automatically assigns new employees to the appropriate team or department
Search ticket in PerfexCRM
Automatically searches for a ticket

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate PerfexCRM & Optinly In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or Optinly 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

Optinly is a lead generation tool that allows you to easily create highly targeted popups that convert. Create beautiful, engaging and fun popups in minutes with no design or development skills required!

See Optinly Integrations