Perfex CRM integration with Textdrip
How to Create contacts and apply drip campaigns in Textdrip for new Perfex CRM leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create contacts and apply drip campaigns in Textdrip for new Perfex CRM leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Perfex CRM integrations
Perfex CRM actions
Nekton can use any feature that is available in Perfex CRM API.
Using our advanced AI, you can easily create custom automations for Perfex CRM.
Here are some typical actions you can do in your automated workflows.
New Customer
Triggers when a new customer is created.
New Lead
Triggers when a new lead is created.
New Task
Triggers when there's a new task.
New Invoice
Triggers when a new invoice in created.
New Project
Triggers when there's a new project.
New Ticket
Triggers when a new support ticket is created.
About Perfex CRM
Perfex CRM is a Customer Relationship Management software designed for small businesses and freelancers.