PerfexCRM + SWELLEnterprise Integration

Connect PerfexCRM to SWELLEnterprise in 1 click

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Popular PerfexCRM + SWELLEnterprise Workflows

Create PerfexCRM contact for new SWELLEnterprise 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 SWELLEnterprise - PerfexCRM integration, anytime a new SWELLEnterprise 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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Create PerfexCRM customer for new SWELLEnterprise company

SWELLEnterprise + PerfexCRM Integration

Activate

When Lead is created in SWELLEnterprise > Check condition > Add staff in PerfexCRM

SWELLEnterprise + PerfexCRM Integration

Activate

When Lead is created in SWELLEnterprise > Check condition > Create lead in PerfexCRM

SWELLEnterprise + PerfexCRM Integration

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Create Automation

Client is created in SWELLEnterprise Instant
Client is updated in SWELLEnterprise Instant
Client is deleted in SWELLEnterprise Instant
Lead is created in SWELLEnterprise Instant
Lead is updated in SWELLEnterprise Instant
Lead is deleted in SWELLEnterprise Instant
Invoice is created in SWELLEnterprise Instant
Invoice is updated in SWELLEnterprise Instant
Invoice is deleted in SWELLEnterprise Instant

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 client in SWELLEnterprise
Create opportunity in SWELLEnterprise
Create contact in SWELLEnterprise
Create board in SWELLEnterprise
Create campaign in SWELLEnterprise
Create event in SWELLEnterprise
Create vendor in SWELLEnterprise
Create lead in SWELLEnterprise
Create subscriber in SWELLEnterprise

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You Can Also Integrate PerfexCRM & SWELLEnterprise With 1100+ 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

Manage your entire business, from accounting to sales and marketing in one platform. Get real-time insights on all your data and use SWELLEnterprise's powerful workflow tools to organize and automate it for you.

See SWELLEnterprise Integrations