Intégration PerfexCRM + Hipcall
Perfex CRM est un logiciel de gestion de la relation client auto-hébergé qui vous permet de gérer les clients, les projets, de créer des factures, des devis et bien plus encore.
Lorsque cela se produit (déclencheurs)
Effectuer ceci (Actions)
Create task
Creates a new task.
Creates a new task.
Update task
Updates an existing task.
Updates an existing task.
Create contact
Creates a new contact.
Creates a new contact.
Update contact
Updates an existing contact.
Updates an existing contact.
Create company
Creates a new company.
Creates a new company.
Update company
Updates an existing company.
Updates an existing company.
Create deal
Creates a new deal.
Creates a new deal.
Update deal
Updates an existing deal.
Updates an existing deal.
Call init
When a call start.
When a call start.
Call hangup
When the call hangup.
When the call hangup.
Create callback
When the caller create a new callback request.
When the caller create a new callback request.
New Customer
Triggers when new customer is created.
Triggers when new customer is created.
New Lead
Triggers when new lead is created.
Triggers when new lead is created.
New Project
Triggers when new project is created.
Triggers when new project is created.
New Task
Triggers when new task is created.
Triggers when new task is created.
New Ticket
Triggers when new ticket is created.
Triggers when new ticket is created.
Add Customer
Adds a new customer to your account.
Adds a new customer to your account.
Add Invoice
NEW : Add Lead
Adds new lead.
Adds new lead.
Add Milestone
Adds a new milestone.
Adds a new milestone.
Add Project
Creates a new project.
Creates a new project.
Add Staff
Adds a new Staff.
Adds a new Staff.
Add Task
Creates a new task.
Creates a new task.
Add Ticket
Adds a new ticket.
Adds a new ticket.
Add Proposal
Adds a new proposal to your account.
Adds a new proposal to your account.
Get All Invoices
Retrieves all the invoices.
Retrieves all the invoices.
Get Invoice
Retrieves an existing invoice.
Retrieves an existing invoice.
Update a Contact
Updates a Contact
Updates a Contact
Update Lead
Updates an existing lead to your account.
Updates an existing lead to your account.
Update Customer
Updates an existing customer to your account.
Updates an existing customer to your account.
Search Lead Information
Retrieves specific lead details
Retrieves specific lead details
Search Contact Information
Retrieve specific contact details
Retrieve specific contact details
Get Customer Custom Fields
Gets customer custom fields.
Gets customer custom fields.
Get Proposal Custom Fields
Gets proposal custom fields.
Gets proposal custom fields.
Get Lead
Retrieves an existing lead.
Retrieves an existing lead.
Search Lead Information
Retrieve specific lead details
Retrieve specific lead details
Search Customer Information
Retrieve specific customer details
Retrieve specific customer details
Search Task Information
Retrieve specific task details
Retrieve specific task details
Search Project Information
Retrieves specific project details.
Retrieves specific project details.
Search Ticket Information
Retrieves specific ticket details.
Retrieves specific ticket details.
Delete a Lead
Deletes an existing lead.
Deletes an existing lead.
Delete a Customer
Deletes an existing lead.
Deletes an existing lead.
Delete a Task
Deletes an existing task.
Deletes an existing task.
Delete a Ticket
Deletes an existing ticket.
Deletes an existing ticket.
Delete a Project
Deletes an existing project.
Deletes an existing project.
Create task (Coming soon)
Creates a new task.
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Creates a new contact.
Create company (Coming soon)
Creates a new company.
Creates a new company.
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