Salesflare + PerfexCRM Integration

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Salesflare + PerfexCRM Integration

Create PerfexCRM contact for new Salesflare person

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 Salesflare - PerfexCRM integration, anytime a new Salesflare person 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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Salesflare + PerfexCRM Integration
1.
  • Salesflare
    Contact is created in Salesflare
  • Salesflare
    Person is created in Salesflare
  • Salesflare
    Opportunity is created in Salesflare
  • Salesflare
    Account is created in Salesflare
  • Salesflare
    Opportunity stages is created in Salesflare
  • Salesflare
    Task is created in Salesflare
  • Salesflare
    User is created in Salesflare
2.
  • Salesflare
    Update opportunity in Salesflare
  • Salesflare
    Create opportunity in Salesflare
  • Salesflare
    Create contact in Salesflare
  • Salesflare
    Add contact to account in Salesflare
  • Salesflare
    Search contact in Salesflare
  • Salesflare
    Update contact in Salesflare
  • Salesflare
    Search contact by email in Salesflare
  • Salesflare
    Search person in Salesflare
  • Salesflare
    Search opportunity by name in Salesflare
  • Salesflare
    Create account in Salesflare
  • Salesflare
    Search account by name in Salesflare
  • Salesflare
    Update account in Salesflare
  • Salesflare
    Create task in Salesflare
  • Salesflare
    Search opportunity stages in Salesflare
  • Salesflare
    Search user in Salesflare
  • Salesflare
    Add user to account in Salesflare
  • 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
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