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Workiz + Perfex CRM Integrations

How to connect Workiz + Perfex CRM

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Supported triggers and actions

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How Workiz + Perfex CRM Integrations Work

  1. Step 1: Authenticate Workiz and Perfex CRM.
    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.
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About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Related categories

  • Scheduling & Booking
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perfex-crm logo
perfex-crm logo

About Perfex CRM

Perfex CRM is a Customer Relationship Management software designed for small businesses and freelancers.

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