Perfex CRM Integrations

beta

CRM (Customer Relationship Management)

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Google Sheets

Google, Spreadsheets

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Facebook Lead Ads

Ads & Conversion, Facebook

Slack

Team Chat

Cognito Forms

Forms & Surveys

Webhooks by Zapier

Developer Tools, Zapier

Code by Zapier

Developer Tools, Zapier

Google Ads

Ads & Conversion, Google

Paths by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Facebook Lead Ads

Ads & Conversion, Facebook

Slack

Team Chat

Cognito Forms

Forms & Surveys

Webhooks by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Facebook Lead Ads

Ads & Conversion, Facebook

Slack

Team Chat

Cognito Forms

Forms & Surveys

Webhooks by Zapier

Developer Tools, Zapier

Code by Zapier

Developer Tools, Zapier

Google Ads

Ads & Conversion, Google

Paths by Zapier

Developer Tools, Zapier

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Quickly automate Perfex CRM integrations with Zapier's templates

Add new Perfex CRM payments to Google Sheets rows
Details
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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 cards in Trello for new leads in Perfex CRM
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Perfex CRM + Trello
Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo
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Brevo + Perfex CRM

Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM
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Perfex CRM + Google Sheets

Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM
Details
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Perfex CRM + Odoo ERP Self Hosted

Add new Perfex CRM payments to Google Sheets rows

Perfex CRM + Google Sheets

Create new Google Sheets rows for new Perfex CRM projects

Perfex CRM + Google Sheets

Create cards in Trello for new leads in Perfex CRM

Perfex CRM + Trello

Create new Perfex CRM leads when contacts subscribe to specific lists in Brevo

Brevo + Perfex CRM

Create spreadsheet rows in Google Sheets for new tasks in Perfex CRM

Perfex CRM + Google Sheets

Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM

Perfex CRM + Odoo ERP Self Hosted

Supported triggers and actions

What does this mean?

New Contract
Triggers when a new contract created.
Trigger
Scheduled
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New Estimate
Triggers when a new estimate is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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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 IdRequired
- Start TimeRequired
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- companyRequired
- 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

- SourceRequired
- StatusRequired
- NameRequired
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phonenumber
- Company
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
Action
Write
- SubjectRequired
- Related TypeRequired
- Related IDRequired
- Proposal ToRequired
- DateRequired
- Open Till Date
- Currency IdRequired
- EmailRequired
- Discount Type
- Status Id
- Assigned id
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- Item DescptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
Action
Write
- SubjectRequired
- DepartmentRequired
- Contact IdRequired
- User IdRequired
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- IDRequired
Action
Search

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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New Payment
Triggers when a new payment is created.
Trigger
Scheduled
Try It
- Contact IdRequired
Trigger
Scheduled
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
Try It
- SubjectRequired
- Date StartRequired
- Client IdRequired
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer IdRequired
- Invoice NumberRequired
- Invoice DateRequired
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- Allowed Payment Modes
- Billing StreetRequired
- SubtotalRequired
- TotalRequired
Action
Write
- Project NameRequired
- Related TypeRequired
- Client IDRequired
- Billing TypeRequired
- Start DateRequired
- StatusRequired
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Task NameRequired
- Start DateRequired
- Is Public?
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related TypeRequired
- Related ID
- Tags
- Description
Action
Write
- Client IdRequired
- Estimate NumberRequired
- Estimate DateRequired
- Due Date
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- DescriptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
- Billing StreetRequired
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- IDRequired
- companyRequired
- 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

About Perfex CRM

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Related categories

CRM (Customer Relationship Management)

Popular Perfex CRM Integrations