PerfexCRM + Workfacta Integration

Integrately lets you integrate PerfexCRM and Workfacta instantly - without any learning curve.

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Create Your Own PerfexCRM & Workfacta Integration Without Any Code

Create Custom Workflow

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Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Update number in Workfacta

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750 Tasks

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2,000 Tasks

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You Can Also Connect PerfexCRM or Workfacta With 1200+ Other Apps

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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Workfacta helps convert business plans into actions, align teams to the business strategy, run integrated meetings to review critical business items, monitor team performance, and facilitate decision-making with data.

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