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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Quickly connect Email by Zapier to Perfex CRM with a Zapier template.

Our most popular template

Send outbound emails via Email by Zapier for new projects in Perfex CRM
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Perfex CRM + Email by Zapier

Send outbound emails via Email by Zapier for new projects in Perfex CRM

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Perfex CRM + Email by Zapier

How Zapier works

Zapier makes it easy to integrate Email by Zapier with Perfex CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Email by Zapier

A trigger is an event that starts your Zap and runs the workflow. For example, with Email by Zapier, a trigger could be "New Inbound Email."

A trigger is the event that kicks off your automated workflow.

Setup an action from Perfex CRM

An action is what takes place after the automation is triggered. For example, with Perfex CRM, the action could be "Create Timesheet."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Email by Zapier to Perfex CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Email by Zapier to Perfex CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Email by Zapier + Perfex CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Email by Zapier and Perfex CRM

How do I set up the integration between Email by Zapier and Perfex CRM?

To set up the integration, you need to connect your Email by Zapier account to Perfex CRM through a zap. You'll configure triggers such as 'New Email Received' in Email by Zapier and actions like 'Create Lead' in Perfex CRM.

Can I automate email responses using this integration?

Yes, you can set up a zap with a trigger like 'New Lead in Perfex CRM' and an action 'Send Outbound Email' via Email by Zapier to automate email responses.

What are some common use cases for this integration?

Common use cases include automatically creating contacts in Perfex CRM when a new email is received or sending an acknowledgment email when a project is updated in Perfex.

Is it possible to track email interactions within Perfex CRM using this integration?

While direct tracking isn't available, you can use the action ‘Add Note’ in Perfex CRM whenever an email related to a specific lead or client is received or sent using the integration.

How can I customize the emails sent through this integration?

You can customize emails by setting specific conditions within your zap. For instance, you can decide what template to use or include dynamic fields from triggers such as ‘New Invoice in Perfex CRM’.

What happens if an email fails to send through Zapier?

If an email fails to send, check your zap history for detailed logs. We provide information on what caused the error so you can address any issues promptly.

Are there any limitations I should be aware of when integrating these two services?

One limitation is that bulk actions may not be supported due to API limitations. Each zap typically handles one trigger-event and one-action pair at a time.

Connect Email by Zapier 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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 Inbound Email
Triggers when an email is forwarded to your own custom
Trigger
Instant
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- Zap_id
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write
New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Payment
Triggers when a new payment is created.
Trigger
Polling
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- Contact Id
  Required
Trigger
Polling
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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
- Subtotal
  Required
- Total
  Required
Action
Write
- Name
  Required
- Related Type
  Required
- Customer 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
- Name
  Required
- Start Date
  Required
- Is Public
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related Type
  Required
- Related ID
  Required
- Tags
- Description
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Due Date
- 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
- Subtotal
  Required
- Total
  Required
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
  Required
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- Contact 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

- Setup Directions
Trigger
Instant
Try It
New Contract
Triggers when a new contract created.
Trigger
Polling
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
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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
- Phone Number
- company
  Required
- 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
- Invoice Date
  Required
- Open Till Date
- Currency
  Required
- Email
- Discount Type
- Status
  Required
- Assigned
- 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
- 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
- Contact Id
  Required
Action
Search

Learn how to automate Email by Zapier on the Zapier blog

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn more Help

Related categories

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

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Related categories

CRM (Customer Relationship Management)

Connect Email by Zapier to Perfex CRM on the world's largest no-code automation platform

Explore Email by Zapier + Perfex CRM Integrations

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Explore Email by Zapier + Perfex CRM Integrations

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Connect Email by Zapier and Perfex CRM to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Send outbound emails via Email by Zapier for new projects in Perfex CRM

Send outbound emails via Email by Zapier for new projects in Perfex CRM

How Zapier works

Select a trigger from Email by Zapier

Setup an action from Perfex CRM

That’s it! You just connected Email by Zapier to Perfex CRM

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Email by Zapier + Perfex CRM integrations

Connect Email by Zapier and Perfex CRM to integrate crucial parts of your business

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

Supported triggers and actions

Learn how to automate Email by Zapier on the Zapier blog

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Connect Email by Zapier to Perfex CRM on the world's largest no-code automation platform

Explore Email by Zapier + Perfex CRM Integrations

Explore Email by Zapier + Perfex CRM Integrations