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OptinMonster + Perfex CRM

Add new OptinMonster leads to Perfex CRM as leads for seamless management

Grow your Perfex CRM database and effortlessly manage new leads with this seamless OptinMonster-Perfex CRM integration. When a new lead is captured through OptinMonster, this workflow instantly creates a lead in Perfex CRM, saving you time and ensuring no information is lost. Stay on top of your lead generation process and never miss a potential customer.

Grow your Perfex CRM database and effortlessly manage new leads with this seamless OptinMonster-Perfex CRM integration. When a new lead is captured through OptinMonster, this workflow instantly creates a lead in Perfex CRM, saving you time and ensuring no information is lost. Stay on top of your lead generation process and never miss a potential customer.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

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

    Creates new Lead

    ActionWrite
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Supported triggers and actions

What does this mean?
    • CampaignRequired

    • Integration Display Name

    Trigger
    Instant
    Try It
  • Perfex CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice in created.

    Trigger
    Instant
    Try It
  • Perfex CRM triggers, actions, and search

    New Ticket

    Triggers when a new support ticket is created.

    Trigger
    Instant
    Try It
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optinmonster logo

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.
Learn moreHelp

Related categories

  • Forms & Surveys

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perfex-crm logo

About Perfex CRM

Perfex CRM is a Customer Relationship Management software designed for small businesses and freelancers.

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