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Perfex CRM Integrations

CRM (Customer Relationship Management)

Put Perfex CRM to work with AI and enterprise-grade automation

Automate smarter with Perfex CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Integrate WhatsApp Notifications with Perfex CRMIntegrate WhatsApp Notifications with Perfex CRM
WhatsApp Notifications
Communication, Notifications, Phone & SMS
Integrate WooCommerce with Perfex CRMIntegrate WooCommerce with Perfex CRM
WooCommerce
eCommerce, WordPress
Integrate Stripe with Perfex CRMIntegrate Stripe with Perfex CRM
Stripe
Payment Processing
Integrate Slack with Perfex CRMIntegrate Slack with Perfex CRM
Slack
Team Chat
Integrate Facebook Lead Ads (for Business admins) with Perfex CRMIntegrate Facebook Lead Ads (for Business admins) with Perfex CRM
Facebook Lead Ads (for Business admins)
Ads & Conversion
Integrate TikTok Lead Generation with Perfex CRMIntegrate TikTok Lead Generation with Perfex CRM
TikTok Lead Generation
Ads & Conversion
Integrate Gravity Forms with Perfex CRMIntegrate Gravity Forms with Perfex CRM
Gravity Forms
Forms & Surveys, WordPress
Integrate WordPress with Perfex CRMIntegrate WordPress with Perfex CRM
WordPress
Website Builders, WordPress
Integrate Google Drive with Perfex CRMIntegrate Google Drive with Perfex CRM
Google Drive
File Management & Storage, Google
Integrate WhatsApp Notifications with Perfex CRMIntegrate WhatsApp Notifications with Perfex CRM
WhatsApp Notifications
Communication, Notifications, Phone & SMS
Integrate WooCommerce with Perfex CRMIntegrate WooCommerce with Perfex CRM
WooCommerce
eCommerce, WordPress
Integrate Stripe with Perfex CRMIntegrate Stripe with Perfex CRM
Stripe
Payment Processing
Integrate Slack with Perfex CRMIntegrate Slack with Perfex CRM
Slack
Team Chat
Integrate Facebook Lead Ads (for Business admins) with Perfex CRMIntegrate Facebook Lead Ads (for Business admins) with Perfex CRM
Facebook Lead Ads (for Business admins)
Ads & Conversion
Integrate TikTok Lead Generation with Perfex CRMIntegrate TikTok Lead Generation with Perfex CRM
TikTok Lead Generation
Ads & Conversion
Integrate WhatsApp Notifications with Perfex CRMIntegrate WhatsApp Notifications with Perfex CRM
WhatsApp Notifications
Communication, Notifications, Phone & SMS
Integrate WooCommerce with Perfex CRMIntegrate WooCommerce with Perfex CRM
WooCommerce
eCommerce, WordPress
Integrate Stripe with Perfex CRMIntegrate Stripe with Perfex CRM
Stripe
Payment Processing
Integrate Slack with Perfex CRMIntegrate Slack with Perfex CRM
Slack
Team Chat
Integrate Facebook Lead Ads (for Business admins) with Perfex CRMIntegrate Facebook Lead Ads (for Business admins) with Perfex CRM
Facebook Lead Ads (for Business admins)
Ads & Conversion
Integrate TikTok Lead Generation with Perfex CRMIntegrate TikTok Lead Generation with Perfex CRM
TikTok Lead Generation
Ads & Conversion
Integrate Gravity Forms with Perfex CRMIntegrate Gravity Forms with Perfex CRM
Gravity Forms
Forms & Surveys, WordPress
Integrate WordPress with Perfex CRMIntegrate WordPress with Perfex CRM
WordPress
Website Builders, WordPress
Integrate Google Drive with Perfex CRMIntegrate Google Drive with Perfex CRM
Google Drive
File Management & Storage, Google

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  • Send WhatsApp Notifications messages when new leads are added in Perfex CRM

    Premium
    Details
    • Perfex CRM logo
    • WhatsApp Notifications logo
    Perfex CRM + WhatsApp Notifications
  • Add new leads in TikTok Lead Generation to Perfex CRM

    • TikTok Lead Generation logo
    • Perfex CRM logo
    TikTok Lead Generation + Perfex CRM
  • Create leads in Perfex CRM from new or updated rows in Google Sheets

    • Google Sheets logo
    • Perfex CRM logo
    Google Sheets + Perfex CRM
  • Create new Perfex CRM leads from new Facebook Lead Ads leads

    Premium
    Details
    • Facebook Lead Ads logo
    • Perfex CRM logo
    Facebook Lead Ads + Perfex CRM
  • Send Slack channel messages for new tasks in Perfex CRM

    • Perfex CRM logo
    • Slack logo
    Perfex CRM + Slack
  • Create new Perfex CRM leads from new Google Ads lead form entries

    • Google Ads logo
    • Perfex CRM logo
    Google Ads + Perfex CRM
  • Send WhatsApp Notifications messages when new leads are added in Perfex CRM

    Premium
    Details
    • Perfex CRM logo
    • WhatsApp Notifications logo
    Perfex CRM + WhatsApp Notifications
  • Add new leads in TikTok Lead Generation to Perfex CRM

    • TikTok Lead Generation logo
    • Perfex CRM logo
    TikTok Lead Generation + Perfex CRM
  • Create leads in Perfex CRM from new or updated rows in Google Sheets

    • Google Sheets logo
    • Perfex CRM logo
    Google Sheets + Perfex CRM
  • Create new Perfex CRM leads from new Facebook Lead Ads leads

    Premium
    Details
    • Facebook Lead Ads logo
    • Perfex CRM logo
    Facebook Lead Ads + Perfex CRM
  • Send Slack channel messages for new tasks in Perfex CRM

    • Perfex CRM logo
    • Slack logo
    Perfex CRM + Slack
  • Create new Perfex CRM leads from new Google Ads lead form entries

    • Google Ads logo
    • Perfex CRM logo
    Google Ads + Perfex CRM
  • Add new Perfex CRM payments to Google Sheets rows

    • Perfex CRM logo
    • Google Sheets logo
    Perfex CRM + Google Sheets
  • Create new Google Sheets rows for new Perfex CRM projects

    • Perfex CRM logo
    • Google Sheets logo
    Perfex CRM + Google Sheets
  • Create cards in Trello for new leads in Perfex CRM

    • Perfex CRM logo
    • Trello logo
    Perfex CRM + Trello
  • Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo

    • Brevo logo
    • Perfex CRM logo
    Brevo + Perfex CRM
  • Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM

    • Perfex CRM logo
    • Google Sheets logo
    Perfex CRM + Google Sheets
  • Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM

    • Perfex CRM logo
    • Odoo ERP Self Hosted logo
    Perfex CRM + Odoo ERP Self Hosted
    • Add new Perfex CRM payments to Google Sheets rows

      • Perfex CRM logo
      • Google Sheets logo
      Perfex CRM + Google Sheets
    • Create new Google Sheets rows for new Perfex CRM projects

      • Perfex CRM logo
      • Google Sheets logo
      Perfex CRM + Google Sheets
    • Create cards in Trello for new leads in Perfex CRM

      • Perfex CRM logo
      • Trello logo
      Perfex CRM + Trello
    • Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo

      • Brevo logo
      • Perfex CRM logo
      Brevo + Perfex CRM
    • Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM

      • Perfex CRM logo
      • Google Sheets logo
      Perfex CRM + Google Sheets
    • Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM

      • Perfex CRM logo
      • Odoo ERP Self Hosted logo
      Perfex CRM + Odoo ERP Self Hosted

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Perfex CRM triggers, actions, and search
      New Contract

      Triggers when a new contract created.

      Trigger
      Polling
      Try It

    Perfex CRM Help & Support

    Common questions

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    About Perfex CRM
    Perfex CRM Official Connector for seamless integrations and automations.
    Related categories

    Popular Perfex CRM Integrations

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    • Stripe
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