123FormBuilder + Perfex CRM

Create new Perfex CRM leads from 123FormBuilder form submissions

Effortlessly manage your leads from online forms with this workflow that connects the 123FormBuilder to Perfex CRM. Whenever a new form submission pops up in 123FormBuilder, this automation will instantly create a lead in your Perfex CRM, ensuring all of your leads are captured and organized while you focus on your business.

When this happens...
New Form
Triggers when a new form is added to your account.
TriggerScheduled
automatically do this!
Create Lead
Creates new Lead
ActionWrite

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Supported triggers and actions

What does this mean?

New Form
Triggers when a new form is added to your account.
Trigger
Scheduled
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Task
Triggers when there's a new task.
Trigger
Instant
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Create Customer
Create a Customer
Action
Write

Create Lead
Creates new Lead
Action
Write
Create Task
Create a new task
Action
Write

- FormRequired
Trigger
Scheduled
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New Invoice
Triggers when a new invoice in created.
Trigger
Instant
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New Project
Triggers when there's a new project.
Trigger
Instant
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New Ticket
Triggers when a new support ticket is created.
Trigger
Instant
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Create Invoice
Creates a new invoice
Action
Write
Create Project
Creates a new project
Action
Write