Zapier Module

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There’s no need to switch between tens of apps for your business when Perfex CRM Zapier module brings all of these apps at one place. Marketing and communication for business had never been so easier.


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A closer look at Zapier Module

Our Zapier integration lets you connect Perfex CRM with thousands of the most popular apps to automate your work and have more time for what matters most — no code required. Here are some main features of the Zapier module: 

Easy integration

Zapier lets you connect your Perfex CRM with Zapier in just one click. All you need is a base URL and Client Secret Key.

Zapier Setting

Supported Triggers

Your trigger is what starts the automated process between your apps.

New Customer

Triggers when a new customer is created.

New Contract

Triggers when a new Contract is created.

New Payment

Triggers when a new Payment is created.

New Department

Triggers when a new Department is created.

New Lead

Triggers when a new Lead is created.

New Invoice

Triggers when a new invoice is created.

New Ticket

Triggers when a new Ticket is created.

New Estimate

Triggers when a new Estimate is created.

Supported Actions

Your action is what creates and updates data in your apps.

Create Customer

This action creates a customer.

Create Lead

This action creates a Lead.

Create Department

This action creates a Department.

Create Payment

This action creates a Payment.

Create Invoice

This action creates an invoice.

Create Contract

This action creates a Contract.

Create Estimate

This action creates an Estimate.

Create Ticket

This action creates a Ticket.

Zapier Perfex CRM module helps you with the complete automation of workflow. It allows integration of your Perfex CRM with innumerable other apps.
Zapier Perfex makes marketing easier by making all the business apps available at one place and synching the data between them so that all apps are united to help you attain your business goals.
Make calls, get notifications with every new invoice, get updates on Facebook ads, in short, manage all your marketing activity from just one place with Perfex CRM Zapier module.
This module does not require any coding. You can install it easily in a few simple steps and once installed, it is immediately ready to be used and it will sync all your data from different apps to allow automated workflow.