Perfex CRM Integrations

Name: Zapier
Availability: InStock

Do more with Perfex CRM integrations

Zapier lets you connect Perfex CRM with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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WhatsApp Notifications

Communication, Notifications, Phone & SMS

Facebook Lead Ads

Ads & Conversion, Facebook

Google Sheets

Google, Spreadsheets

WooCommerce

eCommerce, WordPress

Stripe

Payment Processing

Google Calendar

Calendar, Google

Google Ads

Ads & Conversion, Google

Facebook Lead Ads (for Business admins)

Ads & Conversion

Slack

Team Chat

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Facebook Lead Ads

Ads & Conversion, Facebook

Google Sheets

Google, Spreadsheets

WooCommerce

eCommerce, WordPress

Stripe

Payment Processing

Google Calendar

Calendar, Google

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Facebook Lead Ads

Ads & Conversion, Facebook

Google Sheets

Google, Spreadsheets

WooCommerce

eCommerce, WordPress

Stripe

Payment Processing

Google Calendar

Calendar, Google

Google Ads

Ads & Conversion, Google

Facebook Lead Ads (for Business admins)

Ads & Conversion

Slack

Team Chat

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Perfex CRM integrations with Zapier's templates

Send WhatsApp Notifications messages when new leads are added in Perfex CRM
Details
Try it
Perfex CRM + WhatsApp Notifications
Add new leads in TikTok Lead Generation to Perfex CRM
Details
Try it
TikTok Lead Generation + Perfex CRM
Create leads in Perfex CRM from new or updated rows in Google Sheets
Details
Try it
Google Sheets + Perfex CRM
"send channel messages in Slack for new tickets in Perfex CRM"
Details
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Perfex CRM + Slack
Create new Perfex CRM leads from new Facebook Messenger messages sent to page
Details
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Facebook Messenger + Perfex CRM
Add new Perfex CRM payments to Google Sheets rows
Details
Try it
Perfex CRM + Google Sheets

Send WhatsApp Notifications messages when new leads are added in Perfex CRM

Details

Try it

Perfex CRM + WhatsApp Notifications

Add new leads in TikTok Lead Generation to Perfex CRM

Details

Try it

TikTok Lead Generation + Perfex CRM

Create leads in Perfex CRM from new or updated rows in Google Sheets

Details

Try it

Google Sheets + Perfex CRM

"send channel messages in Slack for new tickets in Perfex CRM"

Details

Try it

Perfex CRM + Slack

Create new Perfex CRM leads from new Facebook Messenger messages sent to page

Details

Try it

Facebook Messenger + Perfex CRM

Add new Perfex CRM payments to Google Sheets rows

Details

Try it

Perfex CRM + Google Sheets

Create new Google Sheets rows for new Perfex CRM projects

Details

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Perfex CRM + Google Sheets

Create cards in Trello for new leads in Perfex CRM

Details

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Perfex CRM + Trello

Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo

Details

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Brevo + Perfex CRM

Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM

Details

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Perfex CRM + Google Sheets

Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM

Details

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Perfex CRM + Odoo ERP Self Hosted

Create new leads in Perfex CRM for every new entry in Typeform

Details

Try it

Typeform + Perfex CRM

Create new Google Sheets rows for new Perfex CRM projects
Details
Try it
Perfex CRM + Google Sheets
Create cards in Trello for new leads in Perfex CRM
Details
Try it
Perfex CRM + Trello
Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo
Details
Try it
Brevo + Perfex CRM
Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM
Details
Try it
Perfex CRM + Google Sheets
Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM
Details
Try it
Perfex CRM + Odoo ERP Self Hosted
Create new leads in Perfex CRM for every new entry in Typeform
Details
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Typeform + Perfex CRM

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.

New Contract
Triggers when a new contract created.
Trigger
Polling
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It

- Task Id
  Required
- Start Time
  Required
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Write

- Source
  Required
- Status
  Required
- Name
  Required
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phone Number
- company
  Required
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
Action
Write
- Subject
  Required
- Related Type
  Required
- Related ID
  Required
- Proposal To
  Required
- Invoice Date
  Required
- Open Till Date
- Currency
  Required
- Email
- Discount Type
- Status
  Required
- Assigned
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Subject
  Required
- Department
  Required
- Contact Id
  Required
- User Id
  Required
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- Contact Id
  Required
Action
Search

New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
- Contact Id
  Required
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
- Subject
  Required
- Date Start
  Required
- Client Id
  Required
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Allowed Payment Modes
- Billing Street
- Subtotal
  Required
- Total
  Required
Action
Write
- Name
  Required
- Related Type
  Required
- Customer Id
  Required
- Billing Type
  Required
- Start Date
  Required
- Status
  Required
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Name
  Required
- Start Date
  Required
- Is Public
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related Type
  Required
- Related ID
  Required
- Tags
- Description
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Due Date
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Subtotal
  Required
- Total
  Required
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
  Required
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- Contact Id
  Required
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Search or write

Perfex CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Perfex CRM Integrations

Do more with Perfex CRM integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Perfex CRM integrations with Zapier's templates

Send WhatsApp Notifications messages when new leads are added in Perfex CRM

Add new leads in TikTok Lead Generation to Perfex CRM

Create leads in Perfex CRM from new or updated rows in Google Sheets

"send channel messages in Slack for new tickets in Perfex CRM"

Create new Perfex CRM leads from new Facebook Messenger messages sent to page

Add new Perfex CRM payments to Google Sheets rows

Send WhatsApp Notifications messages when new leads are added in Perfex CRM

Add new leads in TikTok Lead Generation to Perfex CRM

Create leads in Perfex CRM from new or updated rows in Google Sheets

"send channel messages in Slack for new tickets in Perfex CRM"

Create new Perfex CRM leads from new Facebook Messenger messages sent to page

Add new Perfex CRM payments to Google Sheets rows

Create new Google Sheets rows for new Perfex CRM projects

Create cards in Trello for new leads in Perfex CRM

Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo

Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM

Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM

Create new leads in Perfex CRM for every new entry in Typeform

Create new Google Sheets rows for new Perfex CRM projects

Create cards in Trello for new leads in Perfex CRM

Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo

Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM

Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM

Create new leads in Perfex CRM for every new entry in Typeform

Supported triggers and actions

Perfex CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Perfex CRM Integrations

Popular Perfex CRM Integrations

Perfex CRM Integrations

Do more with Perfex CRM integrations

Join millions worldwide who automate their work using Zapier

Send WhatsApp Notifications messages when new leads are added in Perfex CRM

Add new leads in TikTok Lead Generation to Perfex CRM

Create leads in Perfex CRM from new or updated rows in Google Sheets

"send channel messages in Slack for new tickets in Perfex CRM"

Create new Perfex CRM leads from new Facebook Messenger messages sent to page

Add new Perfex CRM payments to Google Sheets rows

Send WhatsApp Notifications messages when new leads are added in Perfex CRM

Add new leads in TikTok Lead Generation to Perfex CRM

Create leads in Perfex CRM from new or updated rows in Google Sheets

"send channel messages in Slack for new tickets in Perfex CRM"

Create new Perfex CRM leads from new Facebook Messenger messages sent to page

Add new Perfex CRM payments to Google Sheets rows

Create new Google Sheets rows for new Perfex CRM projects

Create cards in Trello for new leads in Perfex CRM

Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo

Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM

Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM

Create new leads in Perfex CRM for every new entry in Typeform

Create new Google Sheets rows for new Perfex CRM projects

Create cards in Trello for new leads in Perfex CRM

Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo

Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM

Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM

Create new leads in Perfex CRM for every new entry in Typeform

Perfex CRM Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Perfex CRM Integrations

Popular Perfex CRM Integrations

Connect Your App Accounts to Zapier