Perfex CRM Integrations

beta

CRM (Customer Relationship Management)

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Integrate Google Sheets with Perfex CRM

Integrate Google Sheets with Perfex CRM

Google Sheets

Google, Spreadsheets

Integrate Slack with Perfex CRM

Integrate Slack with Perfex CRM

Slack

Team Chat

Integrate Webhooks by Zapier with Perfex CRM

Integrate Webhooks by Zapier with Perfex CRM

Webhooks by Zapier

Developer Tools, Zapier

Integrate Facebook Lead Ads with Perfex CRM

Integrate Facebook Lead Ads with Perfex CRM

Facebook Lead Ads

Ads & Conversion, Facebook

Integrate WPForms with Perfex CRM

Integrate WPForms with Perfex CRM

WPForms

Forms & Surveys, WordPress

Integrate WhatsApp Notifications with Perfex CRM

Integrate WhatsApp Notifications with Perfex CRM

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Integrate Xero with Perfex CRM

Integrate Xero with Perfex CRM

Xero

Accounting

Integrate Bark with Perfex CRM

Integrate Bark with Perfex CRM

Bark

CRM (Customer Relationship Management)

Integrate Google Calendar with Perfex CRM

Integrate Google Calendar with Perfex CRM

Google Calendar

Calendar, Google

Integrate Google Sheets with Perfex CRM

Integrate Google Sheets with Perfex CRM

Google Sheets

Google, Spreadsheets

Integrate Slack with Perfex CRM

Integrate Slack with Perfex CRM

Slack

Team Chat

Integrate Webhooks by Zapier with Perfex CRM

Integrate Webhooks by Zapier with Perfex CRM

Webhooks by Zapier

Developer Tools, Zapier

Integrate Facebook Lead Ads with Perfex CRM

Integrate Facebook Lead Ads with Perfex CRM

Facebook Lead Ads

Ads & Conversion, Facebook

Integrate WPForms with Perfex CRM

Integrate WPForms with Perfex CRM

WPForms

Forms & Surveys, WordPress

Integrate WhatsApp Notifications with Perfex CRM

Integrate WhatsApp Notifications with Perfex CRM

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Integrate Google Sheets with Perfex CRM

Integrate Google Sheets with Perfex CRM

Google Sheets

Google, Spreadsheets

Integrate Slack with Perfex CRM

Integrate Slack with Perfex CRM

Slack

Team Chat

Integrate Webhooks by Zapier with Perfex CRM

Integrate Webhooks by Zapier with Perfex CRM

Webhooks by Zapier

Developer Tools, Zapier

Integrate Facebook Lead Ads with Perfex CRM

Integrate Facebook Lead Ads with Perfex CRM

Facebook Lead Ads

Ads & Conversion, Facebook

Integrate WPForms with Perfex CRM

Integrate WPForms with Perfex CRM

WPForms

Forms & Surveys, WordPress

Integrate WhatsApp Notifications with Perfex CRM

Integrate WhatsApp Notifications with Perfex CRM

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Integrate Xero with Perfex CRM

Integrate Xero with Perfex CRM

Xero

Accounting

Integrate Bark with Perfex CRM

Integrate Bark with Perfex CRM

Bark

CRM (Customer Relationship Management)

Integrate Google Calendar with Perfex CRM

Integrate Google Calendar with Perfex CRM

Google Calendar

Calendar, Google

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Quickly automate Perfex CRM integrations with Zapier's templates

Add new Perfex CRM payments to Google Sheets rows
Details
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Perfex CRM + Google Sheets
Create new Google Sheets rows for new Perfex CRM projects
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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
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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

Add new Perfex CRM payments to Google Sheets rows

Perfex CRM + Google Sheets

Create new Google Sheets rows for new Perfex CRM projects

Perfex CRM + Google Sheets

Create cards in Trello for new leads in Perfex CRM

Perfex CRM + Trello

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

Brevo + Perfex CRM

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

Perfex CRM + Google Sheets

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

Perfex CRM + Odoo ERP Self Hosted

Supported triggers and actions

What does this mean?

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

- Task IdRequired
- Start TimeRequired
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- companyRequired
- 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

- SourceRequired
- StatusRequired
- NameRequired
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phonenumber
- Company
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
Action
Write
- SubjectRequired
- Related TypeRequired
- Related IDRequired
- Proposal ToRequired
- DateRequired
- Open Till Date
- Currency IdRequired
- EmailRequired
- Discount Type
- Status Id
- Assigned id
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- Item DescptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
Action
Write
- SubjectRequired
- DepartmentRequired
- Contact IdRequired
- User IdRequired
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- IDRequired
Action
Search

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is created.
Trigger
Scheduled
Try It
- Contact IdRequired
Trigger
Scheduled
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
Try It
- SubjectRequired
- Date StartRequired
- Client IdRequired
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer IdRequired
- Invoice NumberRequired
- Invoice DateRequired
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- Allowed Payment Modes
- Billing StreetRequired
- SubtotalRequired
- TotalRequired
Action
Write
- Project NameRequired
- Related TypeRequired
- Client IDRequired
- Billing TypeRequired
- Start DateRequired
- StatusRequired
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Task NameRequired
- Start DateRequired
- Is Public?
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related TypeRequired
- Related ID
- Tags
- Description
Action
Write
- Client IdRequired
- Estimate NumberRequired
- Estimate DateRequired
- Due Date
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- DescriptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
- Billing StreetRequired
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- IDRequired
- companyRequired
- 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

About Perfex CRM

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Related categories

CRM (Customer Relationship Management)