Perfleek integration with Pipeline CRM
How to Add new Perfleek leads to Pipeline CRM
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Add new Perfleek leads to Pipeline CRM" and then click on "Automate".
-
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 Perfleek integrations
Perfleek actions
Nekton can use any feature that is available in Perfleek API.
Using our advanced AI, you can easily create custom automations for Perfleek.
Here are some typical actions you can do in your automated workflows.
New Leads
Triggers when there's a new lead added.
About Perfleek
Perfleek is a CRM for real estate agent and brokers.