PerfexCRM + SetSmart Integration
Connect PerfexCRM to SetSmart in 1 click
Free forever.Use premium features free for 14 days.1.
Lead is qualified in SetSmart Instant- Lead is unqualified in SetSmart Instant
- Lead agreed to a call in SetSmart Instant
- Appointment is booked in SetSmart Instant
- Tag is added in SetSmart Instant
- Tag is removed in SetSmart Instant
- AI message is sent in SetSmart Instant
2.
Create lead in PerfexCRM- Search lead in PerfexCRM
- Create customer in PerfexCRM
- Create ticket in PerfexCRM
- Search customer in PerfexCRM
- Update customer in PerfexCRM
- Create task in PerfexCRM
- Create contact in PerfexCRM
- Create invoice in PerfexCRM
- Search invoice in PerfexCRM
- Update task in PerfexCRM
- Search task in PerfexCRM
- Create project in PerfexCRM
- Search project in PerfexCRM
- Add staff in PerfexCRM
- Search ticket in PerfexCRM
- Remove tag in SetSmart
- Send message to AI assistant in SetSmart
- Send template message to exiting contact in SetSmart
- Add tag in SetSmart
- Cancel scheduled message in SetSmart
- Set lead to booked in SetSmart
- Add note in SetSmart
- Turn off AI for contact in SetSmart
- Turn on AI for contact in SetSmart
- Search contact in SetSmart
- Import contact in SetSmart
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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
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