CompanyHub + PerfexCRM Integration

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 CompanyHub - PerfexCRM integration, anytime a new CompanyHub 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.

Automatically creating PerfexCRM contact records for new CompanyHub record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

When Record created(Custom Table) in CompanyHub then Create contact in CompanyHub and Add staff in PerfexCRM

When Record created(Custom Table) in CompanyHub then Create lead in PerfexCRM and Create contact in CompanyHub

When Record created(Custom Table) in CompanyHub then Create lead in PerfexCRM and Add staff in PerfexCRM

When Record created(Custom Table) in CompanyHub then Create lead in PerfexCRM and Create lead in PerfexCRM

When Record is updated in CompanyHub then Create contact in CompanyHub and Add staff in PerfexCRM

When Record is updated in CompanyHub then Create contact in CompanyHub and Create lead in PerfexCRM

When Record is updated in CompanyHub then Add staff in PerfexCRM and Create contact in CompanyHub

When Record is updated in CompanyHub then Add staff in PerfexCRM and Add staff in PerfexCRM

When Record is updated in CompanyHub then Add staff in PerfexCRM and Create lead in PerfexCRM

When Record is updated in CompanyHub then Create lead in PerfexCRM and Create contact in CompanyHub

When Record is updated in CompanyHub then Create lead in PerfexCRM and Add staff in PerfexCRM

When Record is updated in CompanyHub then Create lead in PerfexCRM and Create lead in PerfexCRM