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Perfex CRM + Textdrip

Create contacts and apply drip campaigns in Textdrip for new Perfex CRM leads

This integration adds new Perfex CRM leads to Textdrip campaigns automatically.

This integration adds new Perfex CRM leads to Textdrip campaigns automatically.

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

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    TextdripTextdrip
    Create Contact and Apply Drip Campaign

    Creates a contact in Textdrip and applies a drip campaign to the contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Perfex CRM triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

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

    Create Customer

    Create a Customer

    Action
    Write
  • Perfex CRM triggers, actions, and search

    New Ticket

    Triggers when a new support ticket is created.

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

    Create Invoice

    Creates a new invoice

    Action
    Write
perfex-crm logo
perfex-crm logo

About Perfex CRM

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

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
textdrip logo
textdrip logo

About Textdrip

Textdrip is an SMS marketing automation tool to streamline your client communication & scale outreach efforts.

Related categories