Connect Microsoft Outlook and Perfex CRM to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Microsoft Outlook 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 "Calendar Event Start" from Microsoft Outlook.
Add your action
An action happens after the trigger—such as "Create Timesheet" in Perfex CRM.
You’re connected!
Zapier seamlessly connects Microsoft Outlook 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.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling
- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant - Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
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Connect Microsoft Outlook 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 Microsoft Outlook on the Zapier blog
Frequently Asked Questions about Microsoft Outlook + Perfex CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Outlook and Perfex CRM
How do I integrate Microsoft Outlook with Perfex CRM?
You can integrate Microsoft Outlook with Perfex CRM by using our integration tools where Microsoft Outlook serves as the trigger app. This setup allows you to automate workflows, such as creating tasks or updating contacts in Perfex when you receive a new email in Outlook.
Can I sync calendar events between Outlook and Perfex CRM?
Yes, our integration tools allow you to sync calendar events between Microsoft Outlook and Perfex. You can set triggers like 'New Event Created' in Outlook, which automatically adds the event to your calendar in Perfex CRM.
What actions can be automated when using the integration?
With our integration, you can automate actions such as creating new leads or contacts in Perfex CRM whenever a specific event occurs in Outlook, like receiving an email with a particular subject line.
Is it possible to update contact details automatically from emails received in Outlook?
Yes, by setting up a trigger for incoming Outlook emails, you can automatically update or create contact details in Perfex CRM. This is particularly useful for sales teams who want real-time updates directly from their inboxes.
How secure is the data transfer between Microsoft Outlook and Perfex CRM during integration?
We ensure that all data transferred between Microsoft Outlook and Perfex CRM is encrypted and securely managed through our platform to maintain confidentiality and integrity at all times during integration.
Do I need any coding skills to set up the integration between MS Outlook and Perfex CRM?
No coding skills are required. Our platform provides a straightforward interface where you can simply select triggers and actions from drop-down menus to set up your desired workflows between MS Outlook and Perfex CRM.
Can I customize what happens when an email is flagged in Outlook within Perfex CRM?
Certainly! You can customize actions such as updating project statuses or informing team members through notifications on Perfex whenever an email is flagged in your Microsoft Outlook account.
