PerfexCRM + Superchat Integration

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Superchat + PerfexCRM Integration

Create PerfexCRM contact for new Superchat contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Superchat - PerfexCRM integration, anytime a new Superchat contact is created, an PerfexCRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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PerfexCRM + Superchat Integration
1.
  • Superchat
    Contact is created in Superchat Instant
  • Superchat
    Contact is updated in Superchat Instant
  • Superchat
    Inbound message is created in Superchat Instant
  • Superchat
    Outbound message is created in Superchat Instant
  • Superchat
    Note is created in Superchat Instant
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
  • Superchat
    Add contact to contact list in Superchat
  • Superchat
    Create contact in Superchat
  • Superchat
    Create note in Superchat
  • Superchat
    Update conversation status in Superchat
  • Superchat
    Search contact in Superchat
  • Superchat
    Update contact in Superchat
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