Ready workflows for Helpwise + PerfexCRM Integration
Just click on the workflow you want to automate
When New form is submitted in Basin > Add staff in PerfexCRM > Send SMS in Helpwise
When New form is submitted in Basin > Create lead in PerfexCRM > Send email in Helpwise
When New form is submitted in Basin > Create lead in PerfexCRM > Send whats app message in Helpwise
When New form is submitted in Basin > Create lead in PerfexCRM > Send SMS in Helpwise
When Form response is created in Sendly > Add staff in PerfexCRM > Send email in Helpwise
When Form response is created in Sendly > Add staff in PerfexCRM > Send whats app message in Helpwise
When Form response is created in Sendly > Add staff in PerfexCRM > Send SMS in Helpwise
When Form response is created in Sendly > Create lead in PerfexCRM > Send email in Helpwise
When Form response is created in Sendly > Create lead in PerfexCRM > Send whats app message in Helpwise
When Form response is created in Sendly > Create lead in PerfexCRM > Send SMS in Helpwise
When Form response is created in incstarts > Add staff in PerfexCRM > Send email in Helpwise
When Form response is created in incstarts > Add staff in PerfexCRM > Send whats app message in Helpwise
When Form response is created in incstarts > Add staff in PerfexCRM > Send SMS in Helpwise
When Form response is created in incstarts > Create lead in PerfexCRM > Send email in Helpwise
When Form response is created in incstarts > Create lead in PerfexCRM > Send whats app message in Helpwise
When Form response is created in incstarts > Create lead in PerfexCRM > Send SMS in Helpwise
When Form response is created in Spacecrate > Add staff in PerfexCRM > Send email in Helpwise
When Form response is created in Spacecrate > Add staff in PerfexCRM > Send whats app message in Helpwise
When Ticket is purchased in HeySummit > Create lead in PerfexCRM > Check any condition > Send SMS in Helpwise
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Create Your Own Helpwise & PerfexCRM Integration Without Any Code
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Helpwise lets you manage all your shared inboxes in one place. It provides a complete overview of all your team's emails and enables you to collaborate with your team members, assign tasks, and organize email conversations.
See Helpwise IntegrationsPerfexCRM 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.
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