Perfex CRM + Postal Agent

Send postcards with Postal Agent to new Perfex CRM customers

When a new customer is added to Perfex CRM, Postal Agent automatically sends a personalized postcard. It's an effortless way to introduce your business and start building trust from the very first interaction.

When a new customer is added to Perfex CRM, Postal Agent automatically sends a personalized postcard. It's an effortless way to introduce your business and start building trust from the very first interaction.

  1. When this happens...
    Perfex CRMPerfex CRM
    New Customer

    Triggers when a new customer is created.

    TriggerPolling
  2. automatically do this!
    Postal AgentPostal Agent
    Send a Postcard

    Sends a postcard to the specified address

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

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)
postal-agent logo
postal-agent logo

About Postal Agent

Postal Agent is a service that prints and mails postcards for you. Automate direct mail campaigns by connecting your CRM, forms, or any app.

Related categories

  • Marketing Automation