PerfexCRM + Stackby Integration

Connect PerfexCRM to Stackby in 1 click

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Popular PerfexCRM + Stackby Workflows

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Stackby + PerfexCRM Integration

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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PerfexCRM + Stackby Integration
1.
  • Stackby
    Row is created in Stackby
  • Stackby
    Row is created in view in Stackby
  • Stackby
    Stack is created in Stackby
  • Stackby
    Table is created in Stackby
2.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM
  • Stackby
    Create row in Stackby
  • Stackby
    Update row in Stackby
  • Stackby
    Delete row in Stackby
  • Stackby
    Search row in Stackby
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Integrate PerfexCRM & Stackby In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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You Can Also Connect PerfexCRM or Stackby 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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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.

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