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Create integrations between Perfex CRM and HubSpot
Get a Contact in Hubspot when New Project in Perfexcrm
Get All Companies in Hubspot when New Invoice in Perfexcrm
Add Contact to List in Hubspot when New Invoice in Perfexcrm
Create Deal in Hubspot when New Invoice in Perfexcrm
Create Contract in Perfexcrm when New Ticket Created in Hubspot
Create Project in Perfexcrm when New Ticket Created in Hubspot
Create Estimate in Perfex CRM when Merge Companies in Hubspot
Create Proposal in Perfex CRM when New Company Created in Hubspot
Get Owner by Email in Hubspot when New Ticket in Perfexcrm
Create Customer in Perfexcrm when New Company Created in Hubspot
Actions and Triggers
When this happensTriggers
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Do thisActions
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
Create Project
Creates a project in the system
Create Proposal
Creates a new proposal in the system
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Frequently Asked Questions
About Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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About HubSpot
HubSpot is a leading platform that provides a comprehensive suite of tools for marketing, sales, and customer service. It helps businesses attract visitors, convert leads, and close customers by offering features such as CRM, email marketing, social media management, and analytics.
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