Connect Google Sheets and Perfex CRM to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Google Sheets to Perfex CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Google Sheets with Perfex CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Spreadsheet Row (Team Drive)" from Google Sheets.
Add your action
An action happens after the trigger—such as "Create Timesheet" in Perfex CRM.
You’re connected!
Zapier seamlessly connects Google Sheets and Perfex CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling- Drive
Try ItTriggerPolling- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerInstant- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column_nameRequired
- Index
ActionWrite
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerInstant- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Try ItTriggerPolling- Drive
- SpreadsheetRequired
Try ItTriggerPolling- Drive
- SpreadsheetRequired
- WorksheetRequired
- Use Timezone set up on the spreadsheet to format date values?
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Google Sheets and Perfex CRM
Sync customers and accounting.
When a new customer is created in Perfex CRM, Zapier automatically adds their details to a Google Sheet. This ensures your customer data stays organized, improves record-keeping, and assists with tracking customer-related metrics like acquisition rates and data accuracy.
Business OwnerTrack new leads in a spreadsheet.
When a new lead is created in Perfex CRM, Zapier automatically adds the lead's information to a Google Sheet. This allows the marketing team to easily analyze lead trends and ensure timely follow-ups, optimizing lead conversion rates and increasing team efficiency.
Marketing & Marketing OpsLog new tasks in a spreadsheet.
Whenever a new task is created in Perfex CRM, Zapier automatically logs it into a designated Google Sheet. This provides a quick visual overview and makes task monitoring more efficient, reducing administrative overhead and improving task completion rates.
Project ManagementLearn how to automate Google Sheets on the Zapier blog
Frequently Asked Questions about Google Sheets + Perfex CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Sheets and Perfex CRM
What are the trigger events for integrating Google Sheets with Perfex CRM?
When integrating Google Sheets with Perfex CRM, trigger events in Google Sheets can include actions such as adding a new row, updating a row, or even changes to specific cells in a spreadsheet. This means whenever these changes occur, they can automatically initiate actions in Perfex CRM, like creating or updating a task or client record.
Can I update data in Perfex CRM when a Google Sheet is edited?
Yes, you can configure the integration to update data in Perfex CRM whenever specific changes are made to your Google Sheet. For example, if you modify the details of a contact on your Google Sheet, these changes can be set to automatically update the corresponding record in Perfex CRM.
Is it possible to create new contacts in Perfex CRM from Google Sheets?
Certainly! By setting up actions within your integration workflow, every new entry added to your chosen Google Sheet can trigger the creation of a new contact in Perfex CRM. This allows for automated synchronization of input spreadsheets into meaningful client records.
How do I map fields between Google Sheets and Perfex CRM?
Field mapping between Google Sheets and PERFEX CRM is done during the integration setup. You select which columns from your sheet correspond to fields within PERFEX. This ensures that data from your sheet populates the correct fields in PERFEX effectively.
What happens if there's an error during data transfer between Google Sheets and Perfex CRM?
During data transfer between these platforms, our system will attempt retries if any errors occur. Additionally, you'll receive notifications if manual intervention is needed. We recommend checking logs for detailed error descriptions and resolutions.
Are there any limitations on the amount of data I can sync at once?
While there's generally no strict limit on syncing data volume at once between Google Sheets and PERFEX CRM, we advise caution with very large datasets. Extremely large quantities could affect performance temporarily or require splitting into batches for smoother processing.
How often does data sync occur between Google Sheets and Perfex CRM?
The frequency of data synchronization depends on how you've configured triggers within your setup. Real-time updates are possible when utilizing instant triggers; otherwise, scheduled syncs could occur every hour or day based on user preferences.
