Perfex CRM + RocketReach

Create new leads in Perfex CRM from new contacts in RocketReach

Easily manage your new contacts and increase business efficiency with this automation. When a new contact is added in RocketReach, a lead is created in Perfex CRM. This seamless workflow keeps your CRM updated with new prospects, saving you valuable time on repetitive manual data entries and letting you focus on nurturing relationships.

Easily manage your new contacts and increase business efficiency with this automation. When a new contact is added in RocketReach, a lead is created in Perfex CRM. This seamless workflow keeps your CRM updated with new prospects, saving you valuable time on repetitive manual data entries and letting you focus on nurturing relationships.

  1. When this happens...
    RocketReachRocketReach
    New Contact

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    Perfex CRMPerfex CRM
    Create Lead

    Creates a Lead in the system.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • RocketReach triggers, actions, and search

    New Contact

    Triggers when a new contact is added.

    Trigger
    Instant
    Try It
    • Keyword

    • Name

    • Title

    • Employer

    Action
    Search
  • Perfex CRM triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
    • Name

    • Title

    • Current Employer

    • LinkedIn URL

    Action
    Write
  • Perfex CRM triggers, actions, and search

    New Contract

    Triggers when a new contract created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Estimate

    Triggers when a new estimate is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Scheduled
    Try It
perfex-crm logo
perfex-crm logo

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.
Learn more

Related categories

  • CRM (Customer Relationship Management)
rocketreach logo
rocketreach logo

About RocketReach

RocketReach helps you find email, phone and social links for over 250 million professionals, across 6 million companies, worldwide.

Related categories

  • Email