Integrate JustCall 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 JustCall with Perfex CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from JustCall

A trigger is an event that starts your Zap and runs the workflow. For example, with JustCall, a trigger could be "Call AI Report Generated."

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 JustCall 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

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

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 JustCall to Perfex CRM with a Zapier template.

Our most popular template

Update leads in Perfex CRM when calls get updated in JustCall
Details
Try it
JustCall + Perfex CRM

Update leads in Perfex CRM when calls get updated in JustCall

Details

Try it

JustCall + Perfex CRM

Make work flow with AI

Level up your JustCall 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 JustCall 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 JustCall 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.

Call AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
Trigger
Instant
Try It
Call Completed (Sales Dialer)
Triggers when a call is completed in Sales Dialer.
Trigger
Instant
Try It
Call Updated (Sales Dialer)
Triggers when a call is updated in Sales Dialer(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
Try It
Incoming Caller Enters Queue
Triggers when an incoming call enters an queue.
Trigger
Instant
Try It
New Incoming Call
Triggers for a new incoming call
Trigger
Instant
Try It

New Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Trigger
Scheduled
Try It
[Legacy] Call Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Scheduled
Try It

SMS Sent or Received
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Instant
Try It
New Voicemail
Triggers whenever there is a new voicemail
Trigger
Instant
Try It
SMS Received
Triggers when an SMS is received in JustCall (incoming only)
Trigger
Instant
Try It
Call Updated
Triggers when a call is updated(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
Try It
- Campaign
  Required
- Phone
  Required
- First Name
- Last Name
- Email
Action
Write
- Customer/Client Number
  Required
- JustCall Number
- Country Code
Action
Write
- firstname
  Required
- lastname
- Phone
  Required
- Email
- company
- notes
- Agent ID
Action
Write
- To Number
  Required
- From
  Required
- Body
- Media Links
  Required
Action
Write
- Customer/Client Number
  Required
- JustCall Number
- Body
- Media Links
  Required
Action
Write
- Customer/Client Number
  Required
- JustCall Number
- Body
Action
Write
- Contact id
  Required
- Phone
  Required
- Email
Action
Search
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
- 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
- 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

Call Answered
Triggers when a call answered an queue.
Trigger
Instant
Try It
Call Initiated
Triggers when a call initiated from JustCall.
Trigger
Instant
Try It
[Legacy] Incoming Call
Triggers for a new incoming call
Trigger
Instant
Try It
Incoming Caller Exits Queue
Triggers when an incoming call exits an queue.
Trigger
Instant
Try It
Missed Call
Trigger when an incoming call is missed
Trigger
Instant
Try It
Call Completed
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added to your JustCall address book.
Trigger
Scheduled
Try It
[Legacy] New Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Scheduled
Try It
SMS Delivery Status Updated
Triggers when an outgoing SMS gets delivered
Trigger
Instant
Try It
SMS Sent
Triggers when an SMS is sent via JustCall (outgoing only)
Trigger
Instant
Try It
[Legacy] Call Updated
Triggers when you add/update notes and disposition codes for a particular call
Trigger
Instant
Try It
- Campaign
  Required
- Phone
  Required
- First Name
- Last Name
- Email
Action
Write
- Customer/Client Number
  Required
- JustCall Number
Action
Write
- Campaign
  Required
- Phone
  Required
Action
Write
- To Number
  Required
- From
  Required
- Body
- Date & Time
  Required
- Offset (in minutes)
Action
Write
- To Number
  Required
- From
  Required
- Body
Action
Write
- Contact id
  Required
- firstname
  Required
- lastname
- Phone
  Required
- Email
- company
- notes
- Other Phone Label
- Other Phone Number
Action
Write
- Phone
  Required
Action
Search
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
- 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

Learn how to automate JustCall on the Zapier blog

Learn how to automate Perfex CRM on the Zapier blog

About JustCall

JustCall helps sales and support teams to connect easily with their leads & customers. We provide a cloud based service that allows you to make calls and send text messages.

Learn more

Related categories

Phone & SMS

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

Learn more

Related categories

CRM (Customer Relationship Management)

Integrate JustCall with Perfex CRM to automate your work

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

How Zapier works

Select a trigger from JustCall

Setup an action from Perfex CRM

That’s it! You just connected JustCall to Perfex CRM

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

Set up your first integration

Update leads in Perfex CRM when calls get updated in JustCall

Update leads in Perfex CRM when calls get updated in JustCall

Make work flow with AI

Connect JustCall 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

Connect JustCall and Perfex CRM to unlock the power of automation

Supported triggers and actions

Learn how to automate JustCall on the Zapier blog

Use JustCall and ChatGPT to build meaningful customer connections

Learn how to automate Perfex CRM on the Zapier blog

Connect JustCall to Perfex CRM on the world's largest no-code automation platform