Generate new Perfex CRM leads from new Beside calls
Stay on top of your warm leads effortlessly with this integration. Whenever a new call happens in your Beside app, a corresponding lead is created in your Perfex CRM, saving you from manual data entry. This workflow streamlines the process, giving you more time to focus on customer engagement and growth.
Stay on top of your warm leads effortlessly with this integration. Whenever a new call happens in your Beside app, a corresponding lead is created in your Perfex CRM, saving you from manual data entry. This workflow streamlines the process, giving you more time to focus on customer engagement and growth.
- When this happens...Call
Triggers when a call is finished and its transcription is done.
- automatically do this!Create Lead
Creates a Lead in the system.
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