Popular PerfexCRM + TrueMail Workflows
When Booking is scheduled in OnceHub > Verify email in TrueMail > Check any condition > Add staff in PerfexCRM
When Booking is scheduled in OnceHub > Verify email in TrueMail > Check any condition > Create lead in PerfexCRM
When Event is created in SavvyCal > Verify email in TrueMail > Check any condition > Add staff in PerfexCRM
When Event is created in SavvyCal > Verify email in TrueMail > Check any condition > Create lead in PerfexCRM
When New Room in Daily.co > Verify email in TrueMail > Check any condition > Add staff in PerfexCRM
When New Room in Daily.co > Verify email in TrueMail > Check any condition > Create lead in PerfexCRM
When Visit is created or updated in Waitwhile > Verify email in TrueMail > Check any condition > Add staff in PerfexCRM
When Visit is created or updated in Waitwhile > Verify email in TrueMail > Check any condition > Create lead in PerfexCRM
When New booking is created in Occasion > Verify email in TrueMail > Check any condition > Add staff in PerfexCRM
When New booking is created in Occasion > Verify email in TrueMail > Check any condition > Create lead in PerfexCRM
When Event is created in Vyte > Verify email in TrueMail > Check any condition > Add staff in PerfexCRM
When Event is created in Vyte > Verify email in TrueMail > Check any condition > Create lead in PerfexCRM
When Invitee is created in Calendly > Verify email in TrueMail > Check any condition > Create lead in PerfexCRM
When Candidate stage has changed in Greenhouse (Beta) > Verify email in TrueMail > Check any condition > Add staff in PerfexCRM
When Candidate stage has changed in Greenhouse (Beta) > Verify email in TrueMail > Check any condition > Create lead in PerfexCRM
When Event scheduled in DaySchedule > Verify email in TrueMail > Check any condition > Add staff in PerfexCRM
When Event scheduled in DaySchedule > Verify email in TrueMail > Check any condition > Create lead in PerfexCRM
When Booking is made in Cobot > Verify email in TrueMail > Check any condition > Add staff in PerfexCRM
When Booking is made in Cobot > Verify email in TrueMail > Check any condition > Create lead in PerfexCRM
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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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