PerfexCRM + WATI Integration

Connect PerfexCRM to WATI in 1 click

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1.
  • WATI
    Message is received in WATI Instant
  • WATI
    Reply is received to sent message in WATI Instant
  • WATI
    Contact is created in WATI
  • WATI
    Message is read in WATI Instant
  • WATI
    Message is delivered in WATI Instant
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2.

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Ready Workflows Ready Workflows   for PerfexCRM + WATI Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
WATI + PerfexCRM Integration

Create PerfexCRM contact for new WATI 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 WATI - PerfexCRM integration, anytime a new WATI 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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Automations

Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate

Top 10 Most Popular WATI Automations from
Integrately Community

Most popularmost-popular-automations
01
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
02
Google Sheets logo
WATI logo
Send WATI message for new Google Sheets row
03
WordPress logo
WATI logo
Create WATI contact for new WordPress user
04
Microsoft Excel logo
WATI logo
Send WATI message for new Microsoft Excel row
05
WA Web Plus logo
WATI logo
Send message from WATI for new whatsapp event received in WA Web Plus
cloud
WATI
app integration
06
WhatsApp logo
WATI logo
Send message from WATI for new message received in WhatsApp
07
WATI logo
Flock logo
Send message from Flock for new message received in WATI
08
Textlocal logo
WATI logo
Send message from WATI for new message received in Textlocal
09
WATI logo
SMS Alert logo
Send message from SMS Alert for new message received in WATI
10
WATI logo
Push by Techulus logo
Send message from Push by Techulus for new message received in WATI
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or WATI With 1400+ Other Apps

PerfexCRM
PerfexCRM
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.
WATI
WATI
WATI is a Customer Communication Platform on WhatsApp. The technology enables brands to manage their customer experience, connect with millions of customers on WhatsApp and automate their business processes.