PerfexCRM + PlatoForms Integration

Connect PerfexCRM to PlatoForms in 1 click

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Popular PerfexCRM + PlatoForms Workflows

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PlatoForms + PerfexCRM Integration

Create PerfexCRM contact for new PlatoForms response

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

Plus, all of the information from the PlatoForms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a PlatoForms - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
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Create Your Own PerfexCRM & PlatoForms Integration Without Any Code

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PerfexCRM + PlatoForms Integration
1.
  • PlatoForms
    New submission in PlatoForms 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
  • PlatoForms
    Submit form in PlatoForms
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