PerfexCRM + Salesforce Integration

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1.

Record is created in Salesforce
Record is updated in Salesforce
Field is updated on record in Salesforce
Lead is created in Salesforce
Lead is updated in Salesforce
Opportunity is created in Salesforce
Opportunity is updated in Salesforce
Task is created in Salesforce
Task is updated in Salesforce
Contact is updated in Salesforce
Contact is created in Salesforce
Account is created in Salesforce
Account is updated in Salesforce
Outbound message is received in Salesforce Instant
Case is created in Salesforce
Case is updated in Salesforce
Quote is created in Salesforce
Quote is updated in Salesforce

2.

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Ready Workflows for PerfexCRM + Salesforce Integration

Just click on the workflow you want to automate

Most popular automations

Create PerfexCRM contact for new Salesforce record

Automatically creating PerfexCRM contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

See more

Create PerfexCRM customer for new Salesforce record

Salesforce + PerfexCRM Integration

Create PerfexCRM customer for new Salesforce account

Salesforce + PerfexCRM Integration

When Record is created in Salesforce > Create lead in PerfexCRM > Create lead in Salesforce

When Record is created in Salesforce then Create lead in PerfexCRM and Create lead in Salesforce

When Contact is created in Salesforce > Check condition > Add staff in PerfexCRM

Salesforce + PerfexCRM Integration

When Contact is created in Salesforce > Check condition > Create lead in PerfexCRM

Salesforce + PerfexCRM Integration

When Lead is created in Salesforce > Check condition > Add staff in PerfexCRM

Salesforce + PerfexCRM Integration

When Lead is created in Salesforce > Check condition > Create lead in PerfexCRM

Salesforce + PerfexCRM Integration

When Record is created in Salesforce > Check any condition > Add staff in PerfexCRM

Salesforce + PerfexCRM Integration

When Record is created in Salesforce > Check any condition > Create lead in PerfexCRM

Salesforce + PerfexCRM Integration

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Just click on the workflow you want to automate

Create PerfexCRM contact for new WordPress user

Create PerfexCRM contact for new Elementor Forms form submission

Create PerfexCRM contact for new WPForms form submission

Create PerfexCRM contact for new WHMCS contact

Create PerfexCRM contact for new Google Sheets row

Create PerfexCRM contact for new WordPress user

Create PerfexCRM contact for new Elementor Forms form submission

Create PerfexCRM contact for new WPForms form submission

Create PerfexCRM contact for new WHMCS contact

Create PerfexCRM contact for new Google Sheets 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

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 Salesforce Automations from
Integrately Community

Most popular

01

Create Salesforce contact for new Elementor Forms form submission

02

Send Telegram message for new Salesforce record

03

Create Microsoft To-Do task for new Salesforce task

04

Create Salesforce opportunity for new Zoho Desk ticket

05

Create Salesforce record for new ManyChat external request

cloud

app integration

06

Create Salesforce contact for new Google Sheets row

07

Create Salesforce record for new Google Sheets row

08

Send WATI message for new Salesforce record

09

Create Google Calendar event for new Salesforce record

10

Create Salesforce contact for new WordPress user

How Integrately Works?

How Integrately Works?

1

Select Automation

Select a trigger from Google Sheets

2

Connect Accounts

Connect Accounts

That’s it! You just connected Google Sheets to Trello

3

Automation is ready

Setup an action from Trello

Connect PerfexCRM + Salesforce Now

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in $19.⁹⁹

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Want to automate something else in your workflow?

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