Connect Google Forms and Perfex CRM to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Google Forms with Perfex CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Form Response" from Google Forms.
Add your action
An action happens after the trigger—such as "Create Timesheet" in Perfex CRM.
You’re connected!
Zapier seamlessly connects Google Forms and Perfex CRM, automating your workflow.
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.
- FormRequired
Try ItTriggerInstant- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
- FormRequired
Try ItTriggerInstant- New Contract
Triggers when a new contract created.
Try ItTriggerPolling - New Estimate
Triggers when a new estimate is created.
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling
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Connect Google Forms and Perfex CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Google Forms on the Zapier blog
Frequently Asked Questions about Google Forms + Perfex CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Forms and Perfex CRM
How can I start integrating Google Forms with Perfex CRM?
To begin integrating Google Forms with Perfex CRM, you can use our integration platform. Set up a trigger using a new response in Google Forms, and then configure the action to add or update the information in Perfex CRM.
Can I update existing client records in Perfex CRM using responses from Google Forms?
Yes, when you configure the integration, choose the option to update an existing client record in Perfex CRM as an action when a new response is received in Google Forms.
Is it possible to trigger an email notification after a form submission integrates with Perfex CRM?
Certainly! You can set up an additional action in the integration whenever a form is submitted and processed into Perfex CRM. This can trigger an automatic email notification to specific users or clients.
How do we handle duplicate entries from multiple Google Form submissions into Perfex CRM?
We provide options within the integration setup to check for duplicates. You can select conditions and actions that either update existing records or ignore duplicate entries based on your preference.
Can form attachments be transferred to Perfex CRM through this integration?
Currently, only textual data from Google Forms responses can directly integrate into fields in Perfex CRM. Attachments uploaded through forms need manual handling until further capabilities are developed.
Do I need technical skills to set up this integration between Google Forms and Perfex CRM?
No technical skills are required. Our user-friendly interface guides you step-by-step through setting triggers in Google Forms and defining actions within Perfex CRM. Assistance is available if needed.
How frequently does the data sync between Google Forms and Perfex CRM?
The synchronization between Google Forms and Perfex CRM occurs almost instantaneously once a new form submission is detected, ensuring your data in both applications remains current.
