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Perfex CRM + Gmail Integrations

How to connect Perfex CRM + Gmail

Zapier lets you send info between Perfex CRM and Gmail automatically—no code required.

When this happens...
Perfex CRMPerfex CRM
New Customer

Triggers when a new customer is created.

automatically do this!
GmailGmail
Add Label to Email

Add a label to an email message.

Supported triggers and actions

What does this mean?

How Perfex CRM + Gmail Integrations Work

  1. Step 1: Authenticate Perfex CRM + Gmail.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Gmail Tutorials

About Perfex CRM

Perfex CRM is a Customer Relationship Management software designed for small businesses and freelancers.

Related categories

  • CRM (Customer Relationship Management)
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gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn More

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