Beside + Perfex CRM

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.

  1. When this happens...
    BesideBeside
    Call

    Triggers when a call is finished and its transcription is done.

    TriggerInstant
  2. automatically do this!
    Perfex CRMPerfex CRM
    Create Lead

    Creates a Lead in the system.

    ActionWrite
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Supported triggers and actions

beside logo
beside logo

About Beside

Beside is an app that provides all phone number features along with AI tools to assist in managing calls, texts, tasks, and staying organized.
Learn more

Related categories

  • AI Assistants
perfex-crm logo
perfex-crm logo

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.
Learn more

Related categories

  • CRM (Customer Relationship Management)