Perfex CRM + Microsoft Teams + Microsoft Office 365 Integrations
How to connect Perfex CRM + Microsoft Teams + Microsoft Office 365
Zapier lets you send info between Perfex CRM and Microsoft Teams and Microsoft Office 365 automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Perfex CRM + Microsoft Teams + Microsoft Office 365
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Perfex CRM, Microsoft Teams, and Microsoft Office 365. And don’t forget that you can add more apps and actions to create complex workflows.
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How Perfex CRM + Microsoft Teams + Microsoft Office 365 Integrations Work
- Step 1: Authenticate Perfex CRM, Microsoft Teams, and Microsoft Office 365.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Perfex CRM
Perfex CRM is a Customer Relationship Management software designed for small businesses and freelancers.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
