Perfex CRM + Microsoft Office 365 + Microsoft Teams Integrations
How to connect Perfex CRM + Microsoft Office 365 + Microsoft Teams
Zapier lets you send info between Perfex CRM and Microsoft Office 365 and Microsoft Teams automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Perfex CRM + Microsoft Office 365 + Microsoft Teams
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Perfex CRM, Microsoft Office 365, and Microsoft Teams. And don’t forget that you can add more apps and actions to create complex workflows.
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How Perfex CRM + Microsoft Office 365 + Microsoft Teams Integrations Work
- Step 1: Authenticate Perfex CRM, Microsoft Office 365, and Microsoft Teams.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Perfex CRM
Perfex CRM Official Connector for seamless integrations and automations.
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About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
