Appointy + Perfex CRM
Create new Perfex CRM leads from new Appointy customers
Organize your client onboarding process seamlessly with this workflow. When you add a new customer in the Appointy app, a corresponding lead is created in the Perfex CRM app. This eliminates the need for manual data entry, freeing up time to focus on building relationships with your clients. This integration is ideal for businesses seeking to streamline their sales cycle and improve contact management.
Organize your client onboarding process seamlessly with this workflow. When you add a new customer in the Appointy app, a corresponding lead is created in the Perfex CRM app. This eliminates the need for manual data entry, freeing up time to focus on building relationships with your clients. This integration is ideal for businesses seeking to streamline their sales cycle and improve contact management.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Lead
Creates a Lead in the system.
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- 14 day trial for premium features & apps
Appointment Cancelled
Triggers when an appointment is cancelled.
Try ItAppointment Changed
Triggers when an appointment is updated (Rescheduled, Staff changed, Duration changed).
Try ItFirst NameRequired
Last NameRequired
Mobile NumberRequired
EmailRequired
Timezone
Country
Region
City
Street Address
Zip Code
Home Phone
Work Phone
New Customer
Triggers when a new customer is created.
Try It