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Set up your first integration
Quickly connect Google Calendar to Perfex CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Google Calendar 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 Calendar" from Google Calendar.
Add your action
An action happens after the trigger—such as "Create Timesheet" in Perfex CRM.
You’re connected!
Zapier seamlessly connects Google Calendar 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.
- New Calendar
Triggers when a calendar is created.
Try ItTriggerPolling - CalendarRequired
- Search_term
Try ItTriggerPolling- CalendarRequired
- Expand Recurring Events
Try ItTriggerInstant- CalendarRequired
- Search_termRequired
Try ItTriggerPolling
- CalendarRequired
Try ItTriggerPolling- CalendarRequired
- Time Before
- Time Before (Unit)
- Search_term
Try ItTriggerPolling- CalendarRequired
Try ItTriggerInstant- CalendarRequired
- EventRequired
- Attendee/sRequired
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Learn how to automate Google Calendar on the Zapier blog
Frequently Asked Questions about Google Calendar + 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 Calendar and Perfex CRM
How do I integrate Google Calendar with Perfex CRM?
To integrate Google Calendar with Perfex CRM, you can use a third-party service like Zapier. You'll need to create a Zap that connects both applications. Start by selecting Google Calendar as the trigger app and Perfex CRM as the action app. Follow the on-screen instructions to authenticate both accounts and set up the specific triggers and actions you need.
What triggers are available when integrating Google Calendar with Perfex CRM?
When integrating Google Calendar with Perfex CRM, common triggers include 'New Event Created' or 'Event Started' in your calendar. These triggers can initiate various actions in Perfex CRM, such as creating a task or updating a contact.
Can I automatically create events in Google Calendar from Perfex CRM?
Yes, by setting an action in your integration workflow, you can automatically create events in Google Calendar when certain activities occur in Perfex CRM, such as a new project being added or a milestone being reached.
Are there limitations to what we can automate between Google Calendar and Perfex CRM?
While many core functionalities can be automated, some complex workflows might require additional customization. For instance, automatically syncing recurring events or handling specific custom fields in bulk may require more advanced setups.
How do I handle updates on existing events through this integration?
If an event is updated in Google Calendar, you can set triggers to reflect these changes within Perfex CRM too. For example, if an event's date changes, it could update the relevant project deadline within your CRM system automatically.
Is it possible to sync tasks from Perfex CRM into my Google Calendar?
Absolutely! By configuring an appropriate action when setting up your automation tool, tasks created or modified in Perfex CRM can appear as events in your Google Calendar to help keep everything synchronized.
Do we support two-way sync between Google Calendar and Perfex CRM?
Our current integrations primarily support one-way sync; however, it's possible to set up two-way synchronization using multiple Zaps or through custom API solutions to ensure data flows seamlessly both ways with updates reflected accurately across platforms.