PerfexCRM + WhatConverts Integration

Connect PerfexCRM to WhatConverts in 1 click

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • WhatConverts
    Lead is created in WhatConverts Instant
  • WhatConverts
    Lead is updated in WhatConverts Instant
Arrow Right
2.

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows   for PerfexCRM + WhatConverts Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
WhatConverts + PerfexCRM Integration

Create PerfexCRM contact for new WhatConverts 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 WhatConverts - PerfexCRM integration, anytime a new WhatConverts 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.
See more
  • 1of1
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
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 WhatConverts Automations from
Integrately Community

Most popularmost-popular-automations
01
WhatConverts logo
Monday.com logo
Create Monday.com item for new WhatConverts contact
02
WhatConverts logo
Google Sheets logo
Create Google Sheets row for new WhatConverts contact
03
tawk.to logo
WhatConverts logo
Create WhatConverts contact for new tawk.to chat
04
WPForms logo
WhatConverts logo
Create WhatConverts contact for new WPForms form submission
05
Marquiz logo
WhatConverts logo
Create WhatConverts contact for new Marquiz lead
cloud
WhatConverts
app integration
06
WhatConverts logo
ActiveCampaign logo
Create ActiveCampaign contact for new WhatConverts contact
07
GroovePages logo
WhatConverts logo
Create WhatConverts contact for new GroovePages response
08
HappyForms logo
WhatConverts logo
Create WhatConverts contact for new HappyForms form submission
09
Elite Funnels logo
WhatConverts logo
Create WhatConverts contact for new Elite Funnels form submission
10
Bit Form logo
WhatConverts logo
Create WhatConverts contact for new Bit Form response
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or WhatConverts 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.
WhatConverts
WhatConverts
WhatConverts integrates directly with your favorite marketing tools to show how each channel performs for each stage of the customer journey, from ad click to signup and referral.