PerfexCRM + Hipcall Entegrasyonu

PerfexCRM

Perfex CRM, müşterileri yönetmenizi, projeler oluşturmanızı, faturalar, tahminler oluşturmanızı ve daha fazlasını sağlayan kendi barındırılan müşteri ilişkileri yönetim yazılımıdır.

Bu olduğunda (Tetikleyiciler)

Bunu yap (Aksiyonlar)

Create task
Creates a new task.
Update task
Updates an existing task.
Create contact
Creates a new contact.
Update contact
Updates an existing contact.
Create company
Creates a new company.
Update company
Updates an existing company.
Create deal
Creates a new deal.
Update deal
Updates an existing deal.
Call init
When a call start.
Call hangup
When the call hangup.
Create callback
When the caller create a new callback request.
PerfexCRM
New Customer
Triggers when new customer is created.
PerfexCRM
New Lead
Triggers when new lead is created.
PerfexCRM
New Project
Triggers when new project is created.
PerfexCRM
New Task
Triggers when new task is created.
PerfexCRM
New Ticket
Triggers when new ticket is created.
PerfexCRM
Add Customer
Adds a new customer to your account.
PerfexCRM
Add Invoice
PerfexCRM
NEW : Add Lead
Adds new lead.
PerfexCRM
Add Milestone
Adds a new milestone.
PerfexCRM
Add Project
Creates a new project.
PerfexCRM
Add Staff
Adds a new Staff.
PerfexCRM
Add Task
Creates a new task.
PerfexCRM
Add Ticket
Adds a new ticket.
PerfexCRM
Add Proposal
Adds a new proposal to your account.
PerfexCRM
Get All Invoices
Retrieves all the invoices.
PerfexCRM
Get Invoice
Retrieves an existing invoice.
PerfexCRM
Update a Contact
Updates a Contact
PerfexCRM
Update Lead
Updates an existing lead to your account.
PerfexCRM
Update Customer
Updates an existing customer to your account.
PerfexCRM
Search Lead Information
Retrieves specific lead details
PerfexCRM
Search Contact Information
Retrieve specific contact details
PerfexCRM
Get Customer Custom Fields
Gets customer custom fields.
PerfexCRM
Get Proposal Custom Fields
Gets proposal custom fields.
PerfexCRM
Get Lead
Retrieves an existing lead.
PerfexCRM
Search Lead Information
Retrieve specific lead details
PerfexCRM
Search Customer Information
Retrieve specific customer details
PerfexCRM
Search Task Information
Retrieve specific task details
PerfexCRM
Search Project Information
Retrieves specific project details.
PerfexCRM
Search Ticket Information
Retrieves specific ticket details.
PerfexCRM
Delete a Lead
Deletes an existing lead.
PerfexCRM
Delete a Customer
Deletes an existing lead.
PerfexCRM
Delete a Task
Deletes an existing task.
PerfexCRM
Delete a Ticket
Deletes an existing ticket.
PerfexCRM
Delete a Project
Deletes an existing project.
Create task (Coming soon)
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Create company (Coming soon)
Creates a new company.

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