PerfexCRM + TextMagic Integration

Connect PerfexCRM to TextMagic - Automate your workflows in 1-click

Make use of PerfexCRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up TextMagic automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Combine the benefits of both with Integrately’s PerfexCRM + TextMagic integration.
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PerfexCRM + TextMagic Integration
1.
  • TextMagic
    Incoming message is received in TextMagic

    Triggers the automation when an incoming SMS is received

    Instant
  • TextMagic
    Missed an incoming call in TextMagic

    Triggers the automation when an incoming call is missed

    Instant
  • TextMagic
    Incoming call is received in TextMagic

    Triggers the automation when an incoming call is received

    Instant
  • TextMagic
    Subscriber is unsubscribed in TextMagic

    Triggers the automation when a subscriber opts out from further communication

    Instant
2.
  • PerfexCRM
    Create lead in PerfexCRM

    Generates new leads for potential customers

  • PerfexCRM
    Search lead in PerfexCRM

    Retrieves information for a particular lead

  • PerfexCRM
    Create customer in PerfexCRM

    Adds a new customer to the database

  • PerfexCRM
    Create ticket in PerfexCRM

    Generates a new ticket

  • PerfexCRM
    Search customer in PerfexCRM

    Locates and retrieves customer information

  • PerfexCRM
    Update customer in PerfexCRM

    Updates a customer's information

  • PerfexCRM
    Create task in PerfexCRM

    Creates a new task

  • PerfexCRM
    Create contact in PerfexCRM

    Adds a new contact to the database

  • PerfexCRM
    Create invoice in PerfexCRM

    Generates invoices for sales transactions

  • PerfexCRM
    Search invoice in PerfexCRM

    Locates and retrieves invoices with

  • PerfexCRM
    Update task in PerfexCRM

    Updates the task with new information or changes

  • PerfexCRM
    Search task in PerfexCRM

    Searches for a task

  • PerfexCRM
    Create project in PerfexCRM

    Creates a new project

  • PerfexCRM
    Search project in PerfexCRM

    Searches for a project

  • PerfexCRM
    Add staff in PerfexCRM

    Assigns new employees to the appropriate team or department

  • PerfexCRM
    Search ticket in PerfexCRM

    Searches for a ticket

  • TextMagic
    Send message in TextMagic

    Delivers a message to a designated recipient

  • TextMagic
    Create contact in TextMagic

    Adds a new contact to the database

  • TextMagic
    Add contact to list in TextMagic

    Adds a new contact to a list

  • TextMagic
    Search contact in TextMagic

    Finds and retrieves contact information

  • TextMagic
    Remove contact from list in TextMagic

    Removes a particular contact from a designated list

  • TextMagic
    Lookup phone in TextMagic

    Retrieves contact information associated with a phone number

  • TextMagic
    Lookup email in TextMagic

    Searches for and retrieve email addresses based on particular criteria

  • TextMagic
    Set custom field value in TextMagic

    Sets a custom field value

  • TextMagic
    Change forwarding number in TextMagic

    Updates the phone number that all incoming calls are forwarded to

  • TextMagic
    Create list in TextMagic

    Generates a new list

  • TextMagic
    Search list in TextMagic

    Scans and retrieves results for a particular list

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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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