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Paperform + PerfexCRM Integration

Paperform + PerfexCRM Integration

Connect Paperform to PerfexCRM in 1 click

Popular Paperform + PerfexCRM Workflows

Paperform + PerfexCRM Integration

Create PerfexCRM contact for new Paperform form submission

When someone completes your Paperform, a new contact is automatically created in your PerfexCRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Paperform is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Paperform - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
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Create Your Own Paperform & PerfexCRM Integration In Clicks

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Paperform + PerfexCRM Integration

You can Add Conditions / More Apps in the next steps

  • Form is submitted in Paperform
    Form is submitted in Paperform Instant
  • Form is created in Paperform
    Form is created in Paperform
  • Create lead in PerfexCRM
    Create lead in PerfexCRM
  • Search lead in PerfexCRM
    Search lead in PerfexCRM
  • Create customer in PerfexCRM
    Create customer in PerfexCRM
  • Create ticket in PerfexCRM
    Create ticket in PerfexCRM
  • Update customer in PerfexCRM
    Update customer in PerfexCRM
  • Search customer in PerfexCRM
    Search customer in PerfexCRM
  • Create task in PerfexCRM
    Create task in PerfexCRM
  • Create contact in PerfexCRM
    Create contact in PerfexCRM
  • Create invoice in PerfexCRM
    Create invoice in PerfexCRM
  • Search invoice in PerfexCRM
    Search invoice in PerfexCRM
  • Update task in PerfexCRM
    Update task in PerfexCRM
  • Search task in PerfexCRM
    Search task in PerfexCRM
  • Create project in PerfexCRM
    Create project in PerfexCRM
  • Search project in PerfexCRM
    Search project in PerfexCRM
  • Add staff in PerfexCRM
    Add staff in PerfexCRM
  • Search ticket in PerfexCRM
    Search ticket in PerfexCRM

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Why Paperform & PerfexCRM Users Integrately

Paperform + PerfexCRM Integration
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