Integrate Perfex CRM with ActiveCampaign to automate your work
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 Perfex CRM with ActiveCampaign - no code necessary. See how you can get setup in minutes.
Select a trigger from Perfex CRM
Setup an action from ActiveCampaign
That’s it! You just connected Perfex CRM to ActiveCampaign
Connect Perfex CRM and ActiveCampaign 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
Connect Perfex CRM and ActiveCampaign 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.
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.
- New Contract
Triggers when a new contract created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Estimate
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Task IdRequired
- Start TimeRequired
- End Time
- Staff Id
- Hourly Rate
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SourceRequired
- StatusRequired
- NameRequired
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phone Number
- companyRequired
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Related TypeRequired
- Related IDRequired
- Proposal ToRequired
- Invoice DateRequired
- Open Till Date
- CurrencyRequired
- Email
- Discount Type
- StatusRequired
- Assigned
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- SubtotalRequired
- TotalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- DepartmentRequired
- Contact IdRequired
- User IdRequired
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom ObjectRequired
- Trigger EventsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - ListRequired
- Importer_note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ListRequired
- Skip Unsubscribe Events
- Importer_note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- NameRequired
- Website
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
- NameRequired
- Update OnlyRequired
- Account Owner
- Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AutomationRequired
- Automation RunRequired
- Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Account IDRequired
- Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Subscriber EmailRequired
- ActionRequired
- Existing Tags
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom ObjectRequired
- Record ID
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task ID
- Title
- Contact IDRequired
- Note
- DueDate
- End Date
- Task TypeRequired
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ActionRequired
- ListRequired
- Contact IDRequired
- Subscriber EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request MethodRequired
- Request URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Request Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
- Email
- Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Title
- Contact
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deal Task TitleRequired
- Deal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Ticket
Triggers when a new Ticket is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - SubjectRequired
- Date StartRequired
- Client IdRequired
- Date End
- Contract Type
- Contract Value
- Description
- Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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 Street
- SubtotalRequired
- TotalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Related TypeRequired
- Customer IdRequired
- Billing TypeRequired
- Start DateRequired
- StatusRequired
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Start DateRequired
- Is Public
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related TypeRequired
- Related IDRequired
- Tags
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Invoice NumberRequired
- Invoice DateRequired
- Due Date
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- SubtotalRequired
- TotalRequired
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- StatusRequired
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal Task
Triggers when a new deal task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact IdRequired
- NameRequired
- Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ListRequired
- Contact IdRequired
- Email
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AutomationRequired
- Subscriber EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email MessageRequired
- ListRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
- List IDRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task ID
- Title
- Contact IDRequired
- Note
- DueDate
- End Date
- Task TypeRequired
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Deal IDRequired
- Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
- Title
- ValueRequired
- CurrencyRequired
- User IdRequired
- PipelineRequired
- StageRequired
- Account
- Contact
- StatusRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Task TitleRequired
- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Title
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app