PerfexCRM + Survicate Integration

Connect PerfexCRM to Survicate in 1 click

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Survicate + PerfexCRM Integration

Create PerfexCRM contact for new Survicate survey response

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

Plus, all of the information from the Survicate is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Survicate - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
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PerfexCRM + Survicate Integration
1.
  • Survicate
    Question is answered in Survicate
  • Survicate
    Survey is created in Survicate
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
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