Popular Salesforce + PerfexCRM Workflows
When Record is created in Salesforce > Create contact in Salesforce > Add staff in PerfexCRM
When Record is created in Salesforce > Add staff in PerfexCRM > Create contact in Salesforce
When Record is created in Salesforce > Add staff in PerfexCRM > Add staff in PerfexCRM
When Record is created in Salesforce > Add staff in PerfexCRM > Create lead in Salesforce
When Record is created in Salesforce > Add staff in PerfexCRM > Create lead in PerfexCRM
When Record is created in Salesforce > Create lead in Salesforce > Add staff in PerfexCRM
When Record is created in Salesforce > Create lead in Salesforce > Create lead in PerfexCRM
When Record is created in Salesforce > Create lead in PerfexCRM > Create contact in Salesforce
When Record is created in Salesforce > Create lead in PerfexCRM > Add staff in PerfexCRM
When Record is created in Salesforce > Create lead in PerfexCRM > Create lead in Salesforce
When Record is created in Salesforce > Create lead in PerfexCRM > Create lead in PerfexCRM
Create PerfexCRM contact for new Salesforce record
Also, it's one less thing for you to have to remember to do manually. Win-win!
Create PerfexCRM customer for new Salesforce record
When Contact is created in Salesforce > Check condition > Add staff in PerfexCRM
When Contact is created in Salesforce > Check condition > Create lead in PerfexCRM
When Lead is created in Salesforce > Check condition > Add staff in PerfexCRM
When Lead is created in Salesforce > Check condition > Create lead in PerfexCRM
When Record is created in Salesforce > Check any condition > Add staff in PerfexCRM
When Record is created in Salesforce > Check any condition > Create lead in PerfexCRM
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