Perfex CRM Integrations

CRM (Customer Relationship Management)

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Or pick an app to pair witharrow pointing down
Integrate Google Sheets with Perfex CRMIntegrate Google Sheets with Perfex CRM

Google Sheets

Google, Spreadsheets
Integrate WhatsApp Notifications with Perfex CRMIntegrate WhatsApp Notifications with Perfex CRM

WhatsApp Notifications

Communication, Notifications, Phone & SMS
Integrate Facebook Lead Ads with Perfex CRMIntegrate Facebook Lead Ads with Perfex CRM

Facebook Lead Ads

Ads & Conversion, Facebook
Integrate Stripe with Perfex CRMIntegrate Stripe with Perfex CRM

Stripe

Payment Processing
Integrate Google Ads with Perfex CRMIntegrate Google Ads with Perfex CRM

Google Ads

Ads & Conversion, Google
Integrate Google Calendar with Perfex CRMIntegrate Google Calendar with Perfex CRM

Google Calendar

Calendar, Google
Integrate Jotform with Perfex CRMIntegrate Jotform with Perfex CRM

Jotform

Forms & Surveys
Integrate Cognito Forms with Perfex CRMIntegrate Cognito Forms with Perfex CRM

Cognito Forms

Forms & Surveys
Integrate WooCommerce with Perfex CRMIntegrate WooCommerce with Perfex CRM

WooCommerce

eCommerce, WordPress
Integrate Google Sheets with Perfex CRMIntegrate Google Sheets with Perfex CRM

Google Sheets

Google, Spreadsheets
Integrate WhatsApp Notifications with Perfex CRMIntegrate WhatsApp Notifications with Perfex CRM

WhatsApp Notifications

Communication, Notifications, Phone & SMS
Integrate Facebook Lead Ads with Perfex CRMIntegrate Facebook Lead Ads with Perfex CRM

Facebook Lead Ads

Ads & Conversion, Facebook
Integrate Stripe with Perfex CRMIntegrate Stripe with Perfex CRM

Stripe

Payment Processing
Integrate Google Ads with Perfex CRMIntegrate Google Ads with Perfex CRM

Google Ads

Ads & Conversion, Google
Integrate Google Calendar with Perfex CRMIntegrate Google Calendar with Perfex CRM

Google Calendar

Calendar, Google
Integrate Google Sheets with Perfex CRMIntegrate Google Sheets with Perfex CRM

Google Sheets

Google, Spreadsheets
Integrate WhatsApp Notifications with Perfex CRMIntegrate WhatsApp Notifications with Perfex CRM

WhatsApp Notifications

Communication, Notifications, Phone & SMS
Integrate Facebook Lead Ads with Perfex CRMIntegrate Facebook Lead Ads with Perfex CRM

Facebook Lead Ads

Ads & Conversion, Facebook
Integrate Stripe with Perfex CRMIntegrate Stripe with Perfex CRM

Stripe

Payment Processing
Integrate Google Ads with Perfex CRMIntegrate Google Ads with Perfex CRM

Google Ads

Ads & Conversion, Google
Integrate Google Calendar with Perfex CRMIntegrate Google Calendar with Perfex CRM

Google Calendar

Calendar, Google
Integrate Jotform with Perfex CRMIntegrate Jotform with Perfex CRM

Jotform

Forms & Surveys
Integrate Cognito Forms with Perfex CRMIntegrate Cognito Forms with Perfex CRM

Cognito Forms

Forms & Surveys
Integrate WooCommerce with Perfex CRMIntegrate WooCommerce with Perfex CRM

WooCommerce

eCommerce, WordPress

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Quickly automate Perfex CRM integrations with Zapier's templates

  • Send WhatsApp Notifications messages when new leads are added in Perfex CRM

    Details
    Try it
    • Perfex CRM logo
    • WhatsApp Notifications logo
    Perfex CRM + WhatsApp Notifications
  • Add new leads in TikTok Lead Generation to Perfex CRM

    Details
    Try it
    • TikTok Lead Generation logo
    • Perfex CRM logo
    TikTok Lead Generation + Perfex CRM
  • Create new Perfex CRM leads from new purchased Barks in Bark

    Details
    Try it
    • Bark logo
    • Perfex CRM logo
    Bark + Perfex CRM
  • "send channel messages in Slack for new tickets in Perfex CRM"

    Details
    Try it
    • Perfex CRM logo
    •  logo
    Perfex CRM
  • Create new Perfex CRM leads from new Google Ads lead form entries

    Details
    Try it
    • Google Ads logo
    • Perfex CRM logo
    Google Ads + Perfex CRM
  • Add new Perfex CRM payments to Google Sheets rows

    Details
    Try it
    • Perfex CRM logo
    • Google Sheets logo
    Perfex CRM + Google Sheets

Send WhatsApp Notifications messages when new leads are added in Perfex CRM

Details
Try it
  • Perfex CRM logo
  • WhatsApp Notifications logo
Perfex CRM + WhatsApp Notifications

Add new leads in TikTok Lead Generation to Perfex CRM

  • TikTok Lead Generation logo
  • Perfex CRM logo
TikTok Lead Generation + Perfex CRM

Create new Perfex CRM leads from new purchased Barks in Bark

  • Bark logo
  • Perfex CRM logo
Bark + Perfex CRM

"send channel messages in Slack for new tickets in Perfex CRM"

  • Perfex CRM logo
  •  logo
Perfex CRM

Create new Perfex CRM leads from new Google Ads lead form entries

  • Google Ads logo
  • Perfex CRM logo
Google Ads + Perfex CRM

Add new Perfex CRM payments to Google Sheets rows

  • Perfex CRM logo
  • Google Sheets logo
Perfex CRM + Google Sheets

Supported triggers and actions

What does this mean?
  • Perfex CRM triggers, actions, and search

    New Contract

    Triggers when a new contract created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Estimate

    Triggers when a new estimate is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Project

    Triggers when a new project is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Payment

    Triggers when a new payment is created.

    Trigger
    Scheduled
    Try It
    • Contact IdRequired

    Trigger
    Scheduled
    Try It
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About Perfex CRM

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Related categories

  • CRM (Customer Relationship Management)