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Perfex CRM + Zoom Integrations

How to connect Perfex CRM + Zoom

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

When this happens...
Perfex CRMPerfex CRM
New Customer

Triggers when a new customer is created.

automatically do this!
ZoomZoom
Create Meeting

Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)

Supported triggers and actions

What does this mean?

How Perfex CRM + Zoom Integrations Work

  1. Step 1: Authenticate Perfex CRM + Zoom.
    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

Zoom 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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zoom logo
zoom logo

About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems
Learn More

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