Create PerfexCRM customer for new PlatoForms response
PlatoForms + PerfexCRM Integration
PerfexCRM + PlatoForms Integration
Connect PerfexCRM to PlatoForms in 1 click
Free forever.Use premium features free for 14 days.1.
New submission in PlatoForms Instant
2.
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Ready Workflows for PerfexCRM + PlatoForms Integration
Just click on the workflow you want to automate
Most popular automations
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.
See morePlus, 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.
When New submission in PlatoForms > Check any condition > Add staff in PerfexCRM
PlatoForms + PerfexCRM Integration
When New submission in PlatoForms > Check any condition > Create lead in PerfexCRM
PlatoForms + PerfexCRM Integration
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Top 10 Most Popular PerfexCRM Automations from
Integrately Community
Just click on the workflow you want to automate
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Create PerfexCRM customer for new Microsoft Excel row
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Create PerfexCRM contact for new Notion database item
Create PerfexCRM contact for new Microsoft Excel row
Create PerfexCRM contact for new PostgreSQL row
Create PerfexCRM customer for new Microsoft Excel row
Create PerfexCRM contact for new Square customer
Create PerfexCRM contact for new Notion database item
Create PerfexCRM contact for new Microsoft Excel row
Create PerfexCRM contact for new PostgreSQL row
Top 10 Most Popular PlatoForms Automations from
Integrately Community
Most popular
01
Create Microsoft Excel row for new PlatoForms response
02
Send MessageBird message for new PlatoForms response
03
Send ClickSend SMS message for new PlatoForms response
04
Send Twilio sms for new PlatoForms response
05
Send SendGrid email for new PlatoForms response
Most popular
01
Create Microsoft Excel row for new PlatoForms response
02
Send MessageBird message for new PlatoForms response
03
Send ClickSend SMS message for new PlatoForms response
04
Send Twilio sms for new PlatoForms response
05
Send SendGrid email for new PlatoForms response
06
Send Telnyx message for new PlatoForms response
07
Send SMS Idea message for new PlatoForms response
08
Send sms77 message for new PlatoForms response
09
Send Burst SMS message for new PlatoForms response
10
Send Postmark message for new PlatoForms response
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You Can Also Connect PerfexCRM or PlatoForms With 1400+ Other Apps
PerfexCRM
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.
PlatoForms
PlatoForms is a cloud service that converts your PDF forms to interactive web forms. It's simple and easy to use, and it works with both Google Chrome and Firefox.
