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Perfex CRM + OpenPhone Integrations

How to connect Perfex CRM + OpenPhone

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

When this happens...
Perfex CRMPerfex CRM
New Customer

Triggers when a new customer is created.

automatically do this!
OpenPhoneOpenPhone
Create or Update Contact

Creates a contact or updates an existing contact.

Supported triggers and actions

What does this mean?

How Perfex CRM + OpenPhone Integrations Work

  1. Step 1: Authenticate Perfex CRM + OpenPhone.
    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)
openphone logo
openphone logo
openphone logo

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn More

Related categories

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