Zapier Interfaces + Perfex CRM

Create new Perfex CRM leads from new Zapier Interfaces form submissions

Streamline your sales process with this workflow. Whenever a new form is submitted through Zapier Interfaces, a lead is instantly created in Perfex CRM. It optimizes your time by quickening the lead generation process - ensuring you never miss a potential client again. Perfect for businesses using Perfex CRM for their customer relationship management needs.

When this happens...
Form Submission Created
Triggers when a new form submission is created.
TriggerInstant
automatically do this!
Create Lead
Creates new Lead
ActionWrite

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Supported triggers and actions

What does this mean?

- InterfaceRequired
- PageRequired
- Block Type
Trigger
Instant
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- InterfaceRequired
- PageRequired
- FormRequired
Trigger
Instant
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Interface Created
Triggers when a new Interface is created.
Trigger
Instant
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- InterfaceRequired
- Email AddressRequired
Action
Write
- InterfaceRequired
Action
Search

New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Task
Triggers when there's a new task.
Trigger
Instant
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Create Customer
Create a Customer
Action
Write
Create Lead
Creates new Lead
Action
Write
Create Task
Create a new task
Action
Write

- InterfaceRequired
Trigger
Instant
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- InterfaceRequired
Trigger
Instant
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- InterfaceRequired
- NameRequired
- Email AddressRequired
Action
Write
- InterfaceRequired
- Email AddressRequired
Action
Search
- InterfaceRequired
- Email AddressRequired
- NameRequired
Action
Search or write
New Invoice
Triggers when a new invoice in created.
Trigger
Instant
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New Project
Triggers when there's a new project.
Trigger
Instant
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New Ticket
Triggers when a new support ticket is created.
Trigger
Instant
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Create Invoice
Creates a new invoice
Action
Write
Create Project
Creates a new project
Action
Write

About Zapier Interfaces

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

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