PerfexCRM + Salesforce Marketing Cloud Integration

Connect PerfexCRM to Salesforce Marketing Cloud - Automate your workflows in 1-click

Make use of PerfexCRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Salesforce Marketing Cloud automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between PerfexCRM & Salesforce Marketing Cloud using Integrately.
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PerfexCRM + Salesforce Marketing Cloud Integration
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  • PerfexCRM
    Create lead in PerfexCRM

    Generates new leads for potential customers

  • PerfexCRM
    Search lead in PerfexCRM

    Retrieves information for a particular lead

  • PerfexCRM
    Create customer in PerfexCRM

    Adds a new customer to the database

  • PerfexCRM
    Create ticket in PerfexCRM

    Generates a new ticket

  • PerfexCRM
    Search customer in PerfexCRM

    Locates and retrieves customer information

  • PerfexCRM
    Update customer in PerfexCRM

    Updates a customer's information

  • PerfexCRM
    Create task in PerfexCRM

    Creates a new task

  • PerfexCRM
    Create contact in PerfexCRM

    Adds a new contact to the database

  • PerfexCRM
    Create invoice in PerfexCRM

    Generates invoices for sales transactions

  • PerfexCRM
    Search invoice in PerfexCRM

    Locates and retrieves invoices with

  • PerfexCRM
    Update task in PerfexCRM

    Updates the task with new information or changes

  • PerfexCRM
    Search task in PerfexCRM

    Searches for a task

  • PerfexCRM
    Create project in PerfexCRM

    Creates a new project

  • PerfexCRM
    Search project in PerfexCRM

    Searches for a project

  • PerfexCRM
    Add staff in PerfexCRM

    Assigns new employees to the appropriate team or department

  • PerfexCRM
    Search ticket in PerfexCRM

    Searches for a ticket

  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud

    Adds a new record to a data extension within a particular system

  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud

    Updates or inserts a record into a data extension to ensure that it's up-to-date

  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud

    Sends a transactional email using triggersend

  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud

    Adds new users to the subscription list

  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud

    Confirm the validity of an email address

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Integrate PerfexCRM & Salesforce Marketing Cloud 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!

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You Can Also Connect PerfexCRM or Salesforce Marketing Cloud With 1200+ Other Apps

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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.

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Salesforce Marketing Cloud is an integrated platform that helps marketers deliver personalized experiences across every customer touchpoint, every channel, every device—across the entire customer journey.

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