PerfexCRM + Agendor Integration

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Agendor + PerfexCRM Integration

Create PerfexCRM contact for new Agendor 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 Agendor - PerfexCRM integration, anytime a new Agendor 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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PerfexCRM + Agendor Integration
1.
  • Agendor
    Person is created in Agendor Instant
  • Agendor
    Person is updated in Agendor Instant
  • Agendor
    Deal is won in Agendor Instant
  • Agendor
    Deal stage is changed in Agendor Instant
  • Agendor
    Deal is updated in Agendor Instant
  • Agendor
    Deal is created in Agendor Instant
  • Agendor
    Deal is lost in Agendor Instant
  • Agendor
    Task is created in Agendor Instant
  • Agendor
    Organization is created in Agendor Instant
  • Agendor
    Organization is updated in Agendor 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
  • Agendor
    Create person in Agendor
  • Agendor
    Update person in Agendor
  • Agendor
    Get person by id in Agendor
  • Agendor
    Search person in Agendor
  • Agendor
    Update deal status in Agendor
  • Agendor
    Update deal stage in Agendor
  • Agendor
    Update deal in Agendor
  • Agendor
    Get deal by id in Agendor
  • Agendor
    Search deal in Agendor
  • Agendor
    Create task in Agendor
  • Agendor
    Update organization in Agendor
  • Agendor
    Create organization in Agendor
  • Agendor
    Get organization by id in Agendor
  • Agendor
    Search organization in Agendor
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