PerfexCRM + ShinePages Integration

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ShinePages + PerfexCRM Integration

Create PerfexCRM contact from new ShinePages order

As an online store owner, you're likely using ShinePages to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate ShinePages with PerfexCRM? This integration will allow you to automatically create a contact for each new order in PerfexCRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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ShinePages + PerfexCRM Integration

Create PerfexCRM contact for new ShinePages form submission

When someone completes your ShinePages, a new contact is automatically created in your PerfexCRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the ShinePages is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a ShinePages - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
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ShinePages + PerfexCRM Integration

Create PerfexCRM contact for new ShinePages contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new PerfexCRM contact and ShinePages contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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PerfexCRM + ShinePages Integration
1.
  • ShinePages
    Order is created in ShinePages Instant
  • ShinePages
    Order is updated in ShinePages Instant
  • ShinePages
    Form response is created in ShinePages Instant
  • ShinePages
    Contact is created or updated in ShinePages Instant
  • ShinePages
    Product is created in ShinePages Instant
  • ShinePages
    Product is updated in ShinePages Instant
  • ShinePages
    Booking is created in ShinePages Instant
2.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM
  • ShinePages
    Create member in ShinePages
  • ShinePages
    Delete member in ShinePages
  • ShinePages
    Update member in ShinePages
  • ShinePages
    Delete contact in ShinePages
  • ShinePages
    Search contact in ShinePages
  • ShinePages
    Create product in ShinePages
  • ShinePages
    Update contact in ShinePages
  • ShinePages
    Create contact in ShinePages
  • ShinePages
    Update product in ShinePages
  • ShinePages
    Search product in ShinePages
  • ShinePages
    Create member group in ShinePages
  • ShinePages
    Update member group in ShinePages
  • ShinePages
    Delete member group in ShinePages
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