PerfexCRM + Socially Versed Integration

Connect PerfexCRM to Socially Versed in 1 click

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1.
  • Socially Versed
    Form response is created in Socially Versed Instant
  • Socially Versed
    Contact is created or updated in Socially Versed Instant
  • Socially Versed
    Booking is created in Socially Versed Instant
  • Socially Versed
    Order is created in Socially Versed Instant
  • Socially Versed
    Order is updated in Socially Versed Instant
  • Socially Versed
    Product is created in Socially Versed Instant
  • Socially Versed
    Product is updated in Socially Versed Instant
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2.

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Ready Workflows Ready Workflows   for PerfexCRM + Socially Versed Integration

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Most popular automationsmost-popular-automations
Socially Versed + PerfexCRM Integration

Create PerfexCRM contact from new Socially Versed order

As an online store owner, you're likely using Socially Versed to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Socially Versed with PerfexCRM? This integration will allow you to automatically create a contact for each new order in PerfexCRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Socially Versed + PerfexCRM Integration

Create PerfexCRM contact for new Socially Versed form response

When someone completes your Socially Versed, a new contact is automatically created in your PerfexCRM. This way, you can quickly follow up with the form response and turn them into a customer!

Plus, all of the information from the Socially Versed is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Socially Versed - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
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Socially Versed + PerfexCRM Integration

Create PerfexCRM contact for new Socially Versed contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new PerfexCRM contact and Socially Versed contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Automations

Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate

Top 10 Most Popular Socially Versed Automations from
Integrately Community

Most popularmost-popular-automations
01
Socially Versed logo
Notion logo
Create Notion database item for new Socially Versed form response
02
Socially Versed logo
CompanyHub logo
Create CompanyHub record for new Socially Versed form response
03
Socially Versed logo
Salesforce logo
Create Salesforce record for new Socially Versed form response
04
Socially Versed logo
Zoho CRM logo
Create Zoho CRM module for new Socially Versed form response
05
Socially Versed logo
Stackby logo
Create Stackby row for new Socially Versed form response
cloud
Socially Versed
app integration
06
Socially Versed logo
sendSMS logo
Send sendSMS message for new Socially Versed event
07
Socially Versed logo
Braintree logo
Create Braintree customer from new Socially Versed form response
08
Socially Versed logo
Fluid Pay logo
Create Fluid Pay contact from new Socially Versed form response
09
Socially Versed logo
Quickblog logo
Create Quickblog post for new Socially Versed form response
10
Socially Versed logo
Brilliant Directories logo
Create Brilliant Directories post for new Socially Versed form response
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You Can Also Connect PerfexCRM or Socially Versed With 1400+ Other Apps

PerfexCRM
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.
Socially Versed
Socially Versed
Socially Versed specializes in developing custom digital solutions that help small businesses and brands grow. From website design and development to social media marketing and beyond, they can build a plan that fits your needs and budget.