Passion.io + Perfex CRM
Create new leads in Perfex CRM when new accounts are created in Passion.io
Bridge the gap between Passion.io and Perfex CRM with this efficient workflow. As soon as a new account springs up on Passion.io, the process mirrors that action by simultaneously creating a lead on Perfex CRM. This seamlessly integrated process boosts your productivity by tracking potential clients and removing the necessity for manual data entry.
Bridge the gap between Passion.io and Perfex CRM with this efficient workflow. As soon as a new account springs up on Passion.io, the process mirrors that action by simultaneously creating a lead on Perfex CRM. This seamlessly integrated process boosts your productivity by tracking potential clients and removing the necessity for manual data entry.
- When this happens...Account Created
New user appeared in the users list
- automatically do this!Create Lead
Creates a Lead in the system.
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