Cognito Forms + Perfex CRM
Create new Perfex CRM customers from new Cognito Forms entries
Streamline your customer onboarding process with this seamless workflow. Whenever a new entry is submitted on Cognito Forms, this automation will instantly create a new customer in Perfex CRM. By bridging the gap between form submissions and customer management, you can spend less time transferring data manually and more time growing your customer relationships.
Streamline your customer onboarding process with this seamless workflow. Whenever a new entry is submitted on Cognito Forms, this automation will instantly create a new customer in Perfex CRM. By bridging the gap between form submissions and customer management, you can spend less time transferring data manually and more time growing your customer relationships.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Customer
Creates a Customer in the system.
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