Integrate Google Sheets with Perfex CRM to automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

How Zapier works

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

Select a trigger from Google Sheets

A trigger is an event that starts your Zap and runs the workflow. For example, with Google Sheets, a trigger could be "New Spreadsheet Row (Team Drive)."

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 Google Sheets 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.

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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

Set up your first integration

Quickly connect Google Sheets to Perfex CRM with a Zapier template.

Our most popular template

Add new Perfex CRM payments to Google Sheets rows
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Perfex CRM + Google Sheets
Create new Google Sheets rows for new Perfex CRM projects
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Perfex CRM + Google Sheets
Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM
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Perfex CRM + Google Sheets
Update Google Sheets rows with new customers from Perfex CRM
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Perfex CRM + Google Sheets
Create leads in Perfex CRM from new or updated rows in Google Sheets
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Google Sheets + Perfex CRM
Create new Perfex CRM customers from new or updated rows in Google Sheets
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Google Sheets + Perfex CRM

Add new Perfex CRM payments to Google Sheets rows

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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 spreadsheet rows in Google Sheets for new tasks in Perfex CRM

Details

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Perfex CRM + Google Sheets

Update Google Sheets rows with new customers from Perfex CRM

Details

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Perfex CRM + Google Sheets

Create leads in Perfex CRM from new or updated rows in Google Sheets

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Google Sheets + Perfex CRM

Create new Perfex CRM customers from new or updated rows in Google Sheets

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Google Sheets + Perfex CRM

Make work flow with AI

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

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Google Sheets 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.

Connect Google Sheets and Perfex CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Scheduled
Try It
- Drive
Trigger
Scheduled
Try It
- No_team_drive
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Instant
Try It
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Column_name
  Required
- Index
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write

- Title
  Required
- Spreadsheet to Copy
- Headers
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write

- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Headers
- Body
Action
Write
- Drive
- Spreadsheet
  Required
- Title
  Required
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is created.
Trigger
Scheduled
Try It
- Contact Id
  Required
Trigger
Scheduled
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
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

- No_team_drive
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Scheduled
Try It
- Drive
- Spreadsheet
  Required
Trigger
Scheduled
Try It
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Copy Worksheet Destination
Action
Write
- Drive
- Spreadsheet
  Required
- Title
  Required
- Headers
- Overwrite existing worksheets
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
- Background Color
- Text Color
- Text Bold
- Text Italic
- Text Strikethrough
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
- Row Count
Action
Search
- Drive
- Spreadsheet
  Required
- Worksheet
  Required
- Columns
  Required
- Row Count
- First Row
Action
Search
- Drive
- Spreadsheet
  Required
- Title
  Required
- Headers
- Overwrite existing worksheets
Action
Search or write
New Contract
Triggers when a new contract created.
Trigger
Scheduled
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
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
  Required
- 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