WordPress + PerfexCRM Integration

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Popular WordPress + PerfexCRM Workflows

Create PerfexCRM contact for new WordPress user

If you're a business owner who uses WordPress to manage your website and PerfexCRM to manage your customer data, you may be wondering how to get the two systems to work together. One way to do this is by using this integration that allows you to create contact in PerfexCRM automatically every time a new user is added in WordPress.

Creating contact in PerfexCRM this way is a great way to track website activity and engagement by each contact.

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User is created in WordPress
Post is created in WordPress
Post is updated in WordPress
Media is created in WordPress
Comment is created in WordPress

Create post in WordPress
Update post in WordPress
Search post in WordPress
Create page in WordPress
Create user in WordPress
Update user in WordPress
Search user in WordPress
Upload media item in WordPress
Get media item by id in WordPress
Search category in WordPress
Create category in WordPress
Create tag in WordPress
Search tag in WordPress
Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM

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Integrate WordPress & PerfexCRM In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate WordPress & PerfexCRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate WordPress & PerfexCRM With 1100+ Other Apps

WordPress is web software you can use to create a beautiful website, blog, or app. Design and develop beautiful photography, menus, marketing pages, and blogs for the web. All with no coding knowledge needed.

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PerfexCRM 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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