17hats + Perfex CRM
Create new Perfex CRM leads from 17hats contacts
Effortlessly grow your leads in Perfex CRM by instantly adding new contacts from 17hats to your list. With this seamless workflow, every time a new contact is added in 17hats, it creates a lead in Perfex CRM, ensuring your sales team is always up-to-date with potential customers. Spend less time on manual data entry and focus on nurturing relationships and closing deals.
Effortlessly grow your leads in Perfex CRM by instantly adding new contacts from 17hats to your list. With this seamless workflow, every time a new contact is added in 17hats, it creates a lead in Perfex CRM, ensuring your sales team is always up-to-date with potential customers. Spend less time on manual data entry and focus on nurturing relationships and closing deals.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Lead
Creates new Lead
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
New Customer
Triggers when a new customer is created.
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
New Invoice
Triggers when a new invoice in created.
Try It
