Stackby + PerfexCRM Integration

Connect Stackby to PerfexCRM in 1 click

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Popular Stackby + PerfexCRM Workflows

Create PerfexCRM contact for new Stackby row

Automatically creating PerfexCRM contact records for new Stackby row 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!

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Create PerfexCRM customer for new Stackby row

Stackby + PerfexCRM Integration

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When Row is created in Stackby > Add staff in PerfexCRM > Add staff in PerfexCRM

When Row is created in Stackby then Add staff in PerfexCRM and Add staff in PerfexCRM

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When Row is created in Stackby > Add staff in PerfexCRM > Create lead in PerfexCRM

When Row is created in Stackby then Add staff in PerfexCRM and Create lead in PerfexCRM

Activate

When Row is created in Stackby > Create lead in PerfexCRM > Add staff in PerfexCRM

When Row is created in Stackby then Create lead in PerfexCRM and Add staff in PerfexCRM

Activate

When Row is created in Stackby > Create lead in PerfexCRM > Create lead in PerfexCRM

When Row is created in Stackby then Create lead in PerfexCRM and Create lead in PerfexCRM

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When Row is created in Stackby > Check any condition > Add staff in PerfexCRM

Stackby + PerfexCRM Integration

Activate

When Row is created in Stackby > Check any condition > Create lead in PerfexCRM

Stackby + PerfexCRM Integration

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Row is created in Stackby
Stack is created in Stackby
Table is created in Stackby

Create row in Stackby
Update row in Stackby
Delete row in Stackby
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

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Integrate Stackby & PerfexCRM In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Stackby & PerfexCRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Stackby & PerfexCRM With 1100+ Other Apps

Stackby is a flexible collaboration platform that you can use to make data-driven decisions with your team, automate repetitive tasks and access applications and services using API calls.

See Stackby Integrations

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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