Perfit + WHMCS Integration

Connect Perfit to WHMCS - Automate your workflows in 1-click

Perfit automations help you send reminders or follow-ups to team members, improve communication workflows, and enhance customer experiences. Make use of WHMCS automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Perfit + WHMCS integration.
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WHMCS + Perfit Integration

Create Perfit contact for new WHMCS contact

If you're using WHMCS to manage your sales leads, it's important to also use Perfit to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in WHMCS, a corresponding contact will automatically be created in Perfit.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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WHMCS + Perfit Integration

Create Perfit contact for new WHMCS ticket

Any business knows that customer support is a vital part of any business. Not only do you need to be able to solve problems quickly and efficiently, but you also need to create a good impression with each interaction.

One way to do this is to set up this WHMCS - Perfit integration. It will automatically create a Perfit contact for new WHMCS tickets created. This way, you can ensure that each customer who contacts you will receive a prompt and professional response.

Additionally, it can help to build relationships with your customers and create loyalty. So if you're looking for ways to improve your customer service, setting up Perfit contacts for every WHMCS ticket is a great place to start.
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Perfit + WHMCS Integration
1.
  • WHMCS
    Invoice is paid in WHMCS

    Triggers the automation whenever an invoice is marked as paid

  • WHMCS
    Order is created in WHMCS

    Automatically finds and retrieves contact information

  • WHMCS
    Invoice is created in WHMCS

    Triggers the automation whenever any invoice is added or modified

  • WHMCS
    Client is created in WHMCS

    Triggers the automation whenever a new client is created

  • WHMCS
    Ticket is created in WHMCS

    Triggers the automation whenever a todo item is created

  • WHMCS
    Todo item is created in WHMCS

    Automatically updates contact information with new details

2.
  • Perfit
    Create contact in Perfit

    Automatically adds a new contact to the database

  • Perfit
    Add interest to contact in Perfit

    Automatically tag contacts with relevant interests based on their interactions

  • Perfit
    Unsubscribe contact in Perfit

    Automatically removes a contact from a mailing list

  • Perfit
    Search contact by email in Perfit

    Automatically finds and retrieves contact information using their email address

  • Perfit
    Delete contact in Perfit

    Automatically removes a contact from the address book

  • Perfit
    Update contact in Perfit

    Automatically updates contact information with new details

  • Perfit
    Search list by name in Perfit

    Automatically scan and retrieve results for a given list using its name

  • Perfit
    Create list in Perfit

    Automatically generates a new list

  • Perfit
    Rename list in Perfit

    Automatically renames a list

  • Perfit
    Search interest by name in Perfit

    Automatically searches for an interest by name

  • WHMCS
    Create client in WHMCS

    Automatically generates a new client profile

  • WHMCS
    Delete client in WHMCS

    Automatically removes client from the database

  • WHMCS
    Create ticket in WHMCS

    Automatically generates a new ticket

  • WHMCS
    Update ticket in WHMCS

    Automatically searches for DNS records by domain name

  • WHMCS
    Create invoice in WHMCS

    Automatically creates a new project

  • WHMCS
    Create contact in WHMCS

    Automatically generates invoices for sales transactions

  • WHMCS
    Search contact in WHMCS
  • WHMCS
    Update contact in WHMCS

    Automatically updates ticket information

  • WHMCS
    Create project in WHMCS
  • WHMCS
    Get client by id in WHMCS

    Automatically retrieves client information based on their ID

  • WHMCS
    Search ticket in WHMCS

    Triggers the automation whenever a new ticket is created

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Integrate Perfit & WHMCS In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Perfit or WHMCS With 1200+ Other Apps

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Perfit is the email marketing software that helps you build and nurture your list, send beautiful responsive emails, manage subscribers and personalise campaigns based on subscriber activity. It also helps track campaign results.

See Perfit Integrations
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WHMCS is a powerful billing & support platform for online businesses. It allows you to create products, manage clients, automate recurring billing and handle complex support cases with ease.

See WHMCS Integrations

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