PerfexCRM + Zoho Notebook Integration

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Create Your Own PerfexCRM & Zoho Notebook 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
Create text card in Zoho Notebook
Read text card as HTML in Zoho Notebook
Create file card in Zoho Notebook
Create audio card in Zoho Notebook
Create photo card in Zoho Notebook
Read text card as plain text in Zoho Notebook
Create notebook in Zoho Notebook

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750 Tasks

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2,000 Tasks

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You Can Also Connect PerfexCRM or Zoho Notebook 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.

See PerfexCRM Integrations

Zoho Notebook is a simple note-taking app that helps you organize, sync and share notes across devices. It enables you to add text, photos, voice recordings, sketches and other media with a simple drag-and-drop function.

See Zoho Notebook Integrations