Perfex CRM Integrations

Name: Zapier
Availability: InStock

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.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Facebook Lead Ads

Ads & Conversion, Facebook

Google Calendar

Calendar, Google

WooCommerce

eCommerce, WordPress

Google Ads

Ads & Conversion, Google

Facebook Lead Ads (for Business admins)

Ads & Conversion

TikTok Lead Generation

Ads & Conversion

Microsoft Outlook

Calendar, Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Facebook Lead Ads

Ads & Conversion, Facebook

Google Calendar

Calendar, Google

WooCommerce

eCommerce, WordPress

Google Ads

Ads & Conversion, Google

Facebook Lead Ads (for Business admins)

Ads & Conversion

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Facebook Lead Ads

Ads & Conversion, Facebook

Google Calendar

Calendar, Google

WooCommerce

eCommerce, WordPress

Google Ads

Ads & Conversion, Google

Facebook Lead Ads (for Business admins)

Ads & Conversion

TikTok Lead Generation

Ads & Conversion

Microsoft Outlook

Calendar, Email, Microsoft

Gravity Forms

Forms & Surveys, WordPress

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send WhatsApp Notifications messages when new leads are added in Perfex CRM
Premium
Details
Try it
Perfex CRM + WhatsApp Notifications
Add new leads in TikTok Lead Generation to Perfex CRM
Details
Try it
TikTok Lead Generation + Perfex CRM
Create new Perfex CRM leads from new Facebook Lead Ads leads
Premium
Details
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Facebook Lead Ads + Perfex CRM
Send Slack channel messages for new tasks in Perfex CRM
Details
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Perfex CRM + Slack
Create new Perfex CRM leads from new Google Ads lead form entries
Details
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Google Ads + Perfex CRM
Add new Perfex CRM payments to Google Sheets rows
Details
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Perfex CRM + Google Sheets

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

Details

Try it

Perfex CRM + WhatsApp Notifications

Add new leads in TikTok Lead Generation to Perfex CRM

Details

Try it

TikTok Lead Generation + Perfex CRM

Create new Perfex CRM leads from new Facebook Lead Ads leads

Details

Try it

Facebook Lead Ads + Perfex CRM

Send Slack channel messages for new tasks in Perfex CRM

Details

Try it

Perfex CRM + Slack

Create new Perfex CRM leads from new Google Ads lead form entries

Details

Try it

Google Ads + Perfex CRM

Add new Perfex CRM payments to Google Sheets rows

Details

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Perfex CRM + Google Sheets

Create new Google Sheets rows for new Perfex CRM projects

Details

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Perfex CRM + Google Sheets

Create cards in Trello for new leads in Perfex CRM

Details

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Perfex CRM + Trello

Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo

Details

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Brevo + Perfex CRM

Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM

Details

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Perfex CRM + Google Sheets

Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM

Details

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Perfex CRM + Odoo ERP Self Hosted

Create new leads in Perfex CRM for every new entry in Typeform

Details

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Typeform + Perfex CRM

Create new Google Sheets rows for new Perfex CRM projects
Details
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Perfex CRM + Google Sheets
Create cards in Trello for new leads in Perfex CRM
Details
Try it
Perfex CRM + Trello
Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo
Details
Try it
Brevo + Perfex CRM
Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM
Details
Try it
Perfex CRM + Google Sheets
Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM
Details
Try it
Perfex CRM + Odoo ERP Self Hosted
Create new leads in Perfex CRM for every new entry in Typeform
Details
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Typeform + Perfex CRM

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.

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

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

For builders

Let your AI safely access Perfex CRM

Go beyond Zap workflows. Install Zapier in your AI to call Perfex CRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Perfex CRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Timesheet
Create Contract

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Perfex CRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Perfex CRM connection @ https://zapier.com/de/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "perfex-crm", owner: "me" });

await zapier.runAction({
  app: 'perfex-crm',
  action: 'act_createtimesheet',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Perfex CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Perfex CRM Integrations

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

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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

Add new leads in TikTok Lead Generation to Perfex CRM

Create new Perfex CRM leads from new Facebook Lead Ads leads

Send Slack channel messages for new tasks in Perfex CRM

Create new Perfex CRM leads from new Google Ads lead form entries

Add new Perfex CRM payments to Google Sheets rows

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

Add new leads in TikTok Lead Generation to Perfex CRM

Create new Perfex CRM leads from new Facebook Lead Ads leads

Send Slack channel messages for new tasks in Perfex CRM

Create new Perfex CRM leads from new Google Ads lead form entries

Add new Perfex CRM payments to Google Sheets rows

Create new Google Sheets rows for new Perfex CRM projects

Create cards in Trello for new leads in Perfex CRM

Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo

Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM

Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM

Create new leads in Perfex CRM for every new entry in Typeform

Create new Google Sheets rows for new Perfex CRM projects

Create cards in Trello for new leads in Perfex CRM

Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo

Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM

Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM

Create new leads in Perfex CRM for every new entry in Typeform

Let your AI safely access Perfex CRM

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Perfex CRM Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Perfex CRM Integrations

Popular Perfex CRM Integrations

Connect Your App Accounts to Zapier