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Perfex CRM + Slack Integrations

How to connect Perfex CRM + Slack

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

When this happens...
Perfex CRMPerfex CRM
New Customer

Triggers when a new customer is created.

automatically do this!
SlackSlack
Add Reminder

Adds a reminder for yourself or a teammate, just like the /remind slash command.

Supported triggers and actions

What does this mean?

How Perfex CRM + Slack Integrations Work

  1. Step 1: Authenticate Perfex CRM + Slack.
    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

Slack 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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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn More

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