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Perfex CRM + Microsoft Teams Integrations

How to connect Perfex CRM + Microsoft Teams

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

When this happens...
Perfex CRMPerfex CRM
New Customer

Triggers when a new customer is created.

automatically do this!
Microsoft TeamsMicrosoft Teams
Create Channel

Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.

Supported triggers and actions

What does this mean?

How Perfex CRM + Microsoft Teams Integrations Work

  1. Step 1: Authenticate Perfex CRM + Microsoft Teams.
    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

About Perfex CRM

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

Related categories

  • CRM (Customer Relationship Management)
microsoft-teams logo
microsoft-teams logo
microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Related categories

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