Perfex CRM + Toggl Track

Perfex CRM + Toggl Track integrations

Create new Perfex CRM timesheets from new Toggl Track time entries

Ensure your time tracking and CRM tasks are connected efficiently with this workflow. When a new time entry is logged in Toggl Track, it will seamlessly create a timesheet in Perfex CRM. This allows clear tracking of time spent on different tasks and easier invoicing. Your time billing process gets streamlined and you save plenty of time that was spent on manual data entry.

When this happens...
New Time EntryTriggers when a new Time Entry is added.
TriggerPolling
automatically do this!
Create TimesheetCreates a TimeSheet in the system
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Toggl Track and Perfex CRM

Discover other triggers and actions you can use with Toggl Track and Perfex CRM

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- Workspace
  Required
- Event type
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Polling
Try It
New Time Entry Started
Triggers when a new time entry is started and running.
Trigger
Polling
Try It
- Workspace
  Required
- Client Name
  Required
Action
Write

- Organization
  Required
- Emails
  Required
- Skip email
- Workspace
  Required
Action
Write
- Workspace
  Required
- Labor cost
- Manager
- Project
  Required
- Rate
- User
  Required
Action
Write

- Workspace
  Required
- Project
  Required
- Task Name
  Required
- Task Status
Action
Write
- Organization
  Required
- Workspace
  Required
- User
  Required
Action
Write
- Workspace
  Required
- Time entry
  Required
Action
Write
- Workspace
  Required
- Project member
  Required
- Labor cost
- Manager
- Rate
Action
Write
- Workspace
  Required
- Billable
- Clients
- Description
- Start date
  Required
- End date
  Required
- Grouped
- Order by
- Projects
Action
Search
- Workspace
  Required
- Project Name
  Required
Action
Search
- Workspace
  Required
- Task name
  Required
- Task status
Action
Search
- Workspace
- Description
- Before
- After
Action
Search
- Workspace
  Required
- Project filter
- User filter
Action
Search
- Workspace
  Required
- Client Name
  Required
- Client Status
Action
Search or write
- Workspace
  Required
- Tag Name
  Required
Action
Search or write
- Workspace
  Required
- Time entry description
- Before
- After
- Start
  Required
- Duration
  Required
- Billable
- Project
- Task
- Tags
- User
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
- Contact Id
  Required
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
- Subject
  Required
- Date Start
  Required
- Client Id
  Required
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Allowed Payment Modes
- Billing Street
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Project Name
  Required
- Related Type
  Required
- Client ID
  Required
- Billing Type
  Required
- Start Date
  Required
- Status
  Required
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Task Name
  Required
- Start Date
  Required
- Is Public?
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related Type
  Required
- Related ID
- Tags
- Description
Action
Write
- Client Id
  Required
- Estimate Number
  Required
- Estimate Date
  Required
- Due Date
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Item Rel Type
  Required
- Description
  Required
- Item Long Description
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Unit
  Required
- Subtotal
  Required
- Total
  Required
- Billing Street
  Required
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- ID
  Required
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Search or write

- Workspace
  Required
Trigger
Polling
Try It
New Tag
Triggers when a new tag is created.
Trigger
Polling
Try It
- Workspace
- Project
- Task
- Tags
Trigger
Polling
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
- Organization
  Required
- Name
  Required
- Users
  Required
- Workspaces
  Required
Action
Write
- Workspace
  Required
- Project name
  Required
- Project template
- Is Project private?
- Is Project billable?
- Project Client
Action
Write
- Workspace
  Required
- Tag Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- Duration
  Required
- Time entry description
- Billable
- Project
- Task
- Tags
- User
Action
Write
- Workspace
  Required
- Start
  Required
- Time entry description
- Billable
- Project
- Task
- Tags
Action
Write
- Workspace
  Required
- Project
  Required
- Name
- Active
- Billable
- Client
- External reference
- Private
- Template
Action
Write
- Workspace
  Required
- User
  Required
- Active
- Labor cost
- Billable rate
- Role
Action
Write
- Workspace
  Required
- Client Name
  Required
- Client Status
Action
Search
- Workspace
  Required
- Tag Name
  Required
Action
Search
- Workspace
  Required
- Start date
  Required
- End date
  Required
- Billable
- Clients
- Description
- Projects
- Grouping
- Sub grouping
Action
Search
- Organization
  Required
Action
Search
- Workspace
  Required
Action
Search
- Workspace
  Required
- Project name
  Required
- Project template
- Is Project private?
- Is Project billable?
- Project Client
Action
Search or write
- Workspace
  Required
- Task Name
  Required
- Task Status
- Project
  Required
Action
Search or write
New Contract
Triggers when a new contract created.
Trigger
Polling
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Task Id
  Required
- Start Time
  Required
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Write
- Source
  Required
- Status
  Required
- Name
  Required
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phonenumber
- Company
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
Action
Write
- Subject
  Required
- Related Type
  Required
- Related ID
  Required
- Proposal To
  Required
- Date
  Required
- Open Till Date
- Currency Id
  Required
- Email
  Required
- Discount Type
- Status Id
- Assigned id
- Item Id
  Required
- Item Related Id
  Required
- Item Rel Type
  Required
- Item Descption
  Required
- Item Long Description
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Unit
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Subject
  Required
- Department
  Required
- Contact Id
  Required
- User Id
  Required
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- ID
  Required
Action
Search

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

About Toggl Track

Toggl Track provides time tracking and productivity tools to help businesses move away from traditional work models towards flexible and remote work.

HelpHelp

Related categories

Time Tracking Software