Popular PerfexCRM + Zoho Projects Workflows
When Task is completed in project in Zoho Projects > Check any condition > Create lead in PerfexCRM
When Task status is changed to closed in Zoho Projects > Check any condition > Add staff in PerfexCRM
When Task status is changed to closed in Zoho Projects > Check any condition > Create lead in PerfexCRM
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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 IntegrationsWhether you're working on a small personal project or a large enterprise project, Zoho Projects can help you stay organized with its simplified yet comprehensive features.
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