PerfexCRM + Zoho CRM Integration

Connect PerfexCRM to Zoho CRM in 1 click

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1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
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2.

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Ready Workflows Ready Workflows   for PerfexCRM + Zoho CRM Integration

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Most popular automationsmost-popular-automations
Zoho CRM + PerfexCRM Integration

Create PerfexCRM contact for new Zoho CRM 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 Zoho CRM - PerfexCRM integration, anytime a new Zoho CRM 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 Zoho CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Zoho CRM logo
Create Zoho CRM module for new Elementor Forms form submission
02
WA Web Plus logo
Zoho CRM logo
Create Zoho CRM module for new whatsapp event received in WA Web Plus
03
Google Sheets logo
Zoho CRM logo
Create Zoho CRM module for new Google Sheets row
04
Zoho CRM logo
AiSensy logo
Send AiSensy template message for updated Zoho CRM module
05
Elite Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Elite Funnels form submission
cloud
Zoho CRM
app integration
06
WhatsApp logo
Zoho CRM logo
Create Zoho CRM module for new message received in WhatsApp
07
Google Sheets logo
Zoho CRM logo
Create Zoho CRM contact for new Google Sheets row
08
WPForms logo
Zoho CRM logo
Create Zoho CRM module for new WPForms form submission
09
Webflow (Legacy) logo
Zoho CRM logo
Create Zoho CRM module for new Webflow form submission
10
Tally logo
Zoho CRM logo
Create Zoho CRM module for new Tally response
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How Integrately Works?

1
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2
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3
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You Can Also Connect PerfexCRM or Zoho CRM 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.
Zoho CRM
Zoho CRM
ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.