Perfex CRM + Skool
Create new Perfex CRM customers from new paid Skool members
Streamline your member management process with this intuitive workflow. When a new paid member signs up on Skool, this setup results in creating a new customer profile on Perfex CRM. This not only saves time but ensures seamless data management and enhances customer service efficiency. Enhance your business processes with this flawless and easy-to-use automation.
Streamline your member management process with this intuitive workflow. When a new paid member signs up on Skool, this setup results in creating a new customer profile on Perfex CRM. This not only saves time but ensures seamless data management and enhances customer service efficiency. Enhance your business processes with this flawless and easy-to-use automation.
- When this happens...New Paid Member
Triggers when a new member successfully completes payment and joins the group.
- automatically do this!Create Customer
Creates a Customer in the system.
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