Perfex CRM + Zapier Tables
Create records in Zapier Tables for new customers in Perfex CRM
This workflow kicks into action when there’s a new customer in your Perfex CRM. It then swiftly creates a record in Zapier Tables, ensuring you have all essential client information consolidated in one location. This seamless connection between Perfex CRM and Zapier Tables not only helps streamline your data management, but also saves you time on manual data entry, so you can focus more on building customer relationships.
This workflow kicks into action when there’s a new customer in your Perfex CRM. It then swiftly creates a record in Zapier Tables, ensuring you have all essential client information consolidated in one location. This seamless connection between Perfex CRM and Zapier Tables not only helps streamline your data management, but also saves you time on manual data entry, so you can focus more on building customer relationships.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Record
Creates a new record on a table.
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