Google Sheets + Perfex CRM integrations
Create new Google Sheets rows for new Perfex CRM projects
Start a new project in Perfex CRM and this automation instantly creates a corresponding row in your Google Sheets document. It simplifies your client management by keeping your spreadsheet up-to-date with your Perfex CRM projects. Say goodbye to manual data input, save valuable time, and focus more on project execution and client satisfaction.
- When this happens...New ProjectTriggers when a new project is created.
- automatically do this!Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Perfex CRM and Google Sheets
Discover other triggers and actions you can use with Perfex CRM and Google Sheets
- New Contract
Triggers when a new contract created.
Try ItTriggerPolling - New Estimate
Triggers when a new estimate is created.
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - New Project
Triggers when a new project is created.
Try ItTriggerPolling
- New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - New Payment
Triggers when a new payment is created.
Try ItTriggerPolling - Contact IdRequired
Try ItTriggerPolling
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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Perfex CRM Official Connector for seamless integrations and automations.
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- Add new Perfex CRM payments to Google Sheets rows
- Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM
- Update Google Sheets rows with new customers from Perfex CRM
- Create leads in Perfex CRM from new or updated rows in Google Sheets
- Create new Perfex CRM customers from new or updated rows in Google Sheets






