Cognito Forms + Perfex CRM
Create new leads in Perfex CRM for every new entry in Cognito Forms
Streamline your lead generation process with this efficient workflow. When a new entry is submitted in your Cognito Forms, it will directly create a lead in your Perfex CRM. This means you can swiftly capture important details and ensure no potential customer slips through the cracks. Experience an improved system in managing your leads with this automation.
Streamline your lead generation process with this efficient workflow. When a new entry is submitted in your Cognito Forms, it will directly create a lead in your Perfex CRM. This means you can swiftly capture important details and ensure no potential customer slips through the cracks. Experience an improved system in managing your leads with this automation.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Lead
Creates a Lead in the system.
- Free forever for core features
- 14 day trial for premium features & apps
