PerfexCRM + respond.io Integration

Connect PerfexCRM to respond.io in 1 click

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Popular PerfexCRM + respond.io Workflows

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respond.io + PerfexCRM Integration

Create PerfexCRM contact for new respond.io contact

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 respond.io - PerfexCRM integration, anytime a new respond.io contact 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.
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PerfexCRM + respond.io Integration
1.
  • respond.io
    Contact is created in respond.io Instant
  • respond.io
    Contact is updated in respond.io Instant
  • respond.io
    Message is received in respond.io Instant
  • respond.io
    Message is sent in respond.io Instant
  • respond.io
    Conversation is closed in respond.io Instant
  • respond.io
    Conversation is opened in respond.io Instant
  • respond.io
    Contact assignee is updated in respond.io Instant
  • respond.io
    Contact tag is updated in respond.io Instant
  • respond.io
    Comment is created in respond.io 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
  • respond.io
    Send message via WhatsApp template in respond.io
  • respond.io
    Send message via SMS in respond.io
  • respond.io
    Send message via email in respond.io
  • respond.io
    Add comment in respond.io
  • respond.io
    Create contact in respond.io
  • respond.io
    Search contact in respond.io
  • respond.io
    Delete contact in respond.io
  • respond.io
    Create or update contact in respond.io
  • respond.io
    Update contact in respond.io
  • respond.io
    Assign or unassign conversation in respond.io
  • respond.io
    Create custom field in respond.io
  • respond.io
    Open or close conversation in respond.io
  • respond.io
    Add tag in respond.io
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