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PerfexCRM Integrations

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  • Triggers(6)
  • Actions & Searches(8)

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This Happens

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When this happens
  • Customer is created in PerfexCRM
  • Lead is created in PerfexCRM
  • Project is created in PerfexCRM
  • Task is created in PerfexCRM
  • Staff is added in PerfexCRM
  • Invoice is created in PerfexCRM
Do this
  • Create customer in PerfexCRM
  • Update customer in PerfexCRM
  • Create invoice in PerfexCRM
  • Create lead in PerfexCRM
  • Create project in PerfexCRM
  • Add staff in PerfexCRM
  • Create task in PerfexCRM
  • Update task in PerfexCRM

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