PerfexCRM + Order Desk Integration

Connect PerfexCRM to Order Desk - Automate your workflows in 1-click

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Ready workflows for PerfexCRM + Order Desk Integration

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Create PerfexCRM contact from new Order Desk order

As an online store owner, you're likely using Order Desk to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Order Desk with PerfexCRM? This integration will allow you to automatically create a contact for each new order in PerfexCRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

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Create Your Own PerfexCRM & Order Desk Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between PerfexCRM & Order Desk

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Order is created in Order Desk
Order folder is changed in Order Desk

Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Create order in Order Desk
Add note to order in Order Desk
Set the checkout data or metadata of an order in Order Desk
Add shipment to order in Order Desk
Change folder of order in Order Desk
Change tag of order in Order Desk

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Integrate PerfexCRM & Order Desk In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate PerfexCRM & Order Desk with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or Order Desk With 1100+ 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

Order Desk allows you to design your own workflow for order creation and management. Our software gives you all the tools and features to boost your productivity, increase sales and reduce errors.

See Order Desk Integrations