PerfexCRM + Pike13 Integration

Connect PerfexCRM to Pike13 in 1 click

Integrate PerfexCRM + Pike13 For Free Free forever. Use premium features free for 14 days.

Popular PerfexCRM + Pike13 Workflows

most-popular-automations
Pike13 + PerfexCRM Integration

Create PerfexCRM contact for new Pike13 person

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 Pike13 - PerfexCRM integration, anytime a new Pike13 person 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.
See more
  • 1of1

Create Your Own PerfexCRM & Pike13 Integration Without Any Code

Create Custom Workflow
PerfexCRM + Pike13 Integration
1.
  • Pike13
    Person is created in Pike13 Instant
  • Pike13
    Person is updated in Pike13 Instant
  • Pike13
    Transaction is created in Pike13 Instant
  • Pike13
    Transaction is updated in Pike13 Instant
  • Pike13
    Event is upcoming in Pike13 Instant
  • Pike13
    Invoice is created in Pike13 Instant
  • Pike13
    Invoice is updated in Pike13 Instant
2.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM
  • Pike13
    Create person in Pike13
  • Pike13
    Update person in Pike13
  • Pike13
    Search person in Pike13
  • Pike13
    Add note to event occurrence in Pike13
  • Pike13
    Add note to person in Pike13
3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate PerfexCRM & Pike13 In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leadermost-implementableeasiest-to-do-businessbest-support