Integrations
from all the business apps you are using.
Connect perfex crm
with any third-party apps
Considering the fact that businesses make use of innumerable apps for their workflow, switching between these apps can be a real nuisance. Perfex Integration feature saves you of this pain. You can easily integrate all your activity from other apps to your Perfex CRM platform.
- Easily switch between the data from apps when all of them are available at one place
- Get notified whenever you have an activity on any of those third-party apps
- Enhance your productivity because of more streamlined and organized data all at one place
Perfex CRM integration helps you stay on top of your business by making all your data and activity available at one place.
Endless Integration Possibilities
- Fully integrate your data from all apps at one place
- Let Perfex CRM make intelligent use of the data and keep you updated about every single activity on any of these apps.
- Perfex allows integrations from limitless apps and from all categories of apps
01
Accounting Software
Xero
Perfex helps you sync your voluminous financial data from Xero in no time.
Quickbooks
Easily sync all your invoices, records, and products between QuickBooks and Perfex CRM.
Tally
Reach your customers efficiently with all your SMS, WhatsApp, Call, and E-mail data organized at one place.
For Further Information Call Us
02
Payment Gateways
2co
Import the transactions data of online purchases accepted through 2co into your Perfex CRM software.
Paypal
The records of the payments made or received through PayPal can be imported into Perfex CRM software.
Authorize.net
Stripe ACH
Fully integrate the data of ACH payments made by customers using Stripe into your CRM system.
03
Email MarketingÂ
Mailchimp
Access and import your contacts from Mailchimp and sync your leads for effective email marketing.
Gmail
Send and receive emails, create contacts or edit them in Perfex with the help of an additional bar in your Gmail inbox.
Microsoft Outlook
Perfex can be fully integrated with Microsoft Outlook to sync your contacts and leads for effective marketing.
Office 365
Lets take email marketing to the next level with fully synced and auto-updated data between Office 365 and Perfex CRM.
04
Ecommerce Integration
Woocommerce
Let your order details , invoices, and contacts be effortlessly transferred to Wecommerce.
Shopify
Transfer your products data and contacts from Magneto to Perfex.
Magento
Completely integrate your online store Magneto by importing all the useful data to the Perfex CRM.
Bigcommerce
Import all data including your products, invoices and contacts from Bigcommerce to Perfex CRM.
05
Esign
DocuSign
Integration between DocuSign and Perfex allows you to transfer your docs from Perfex to get them digitally signed through DocuSign.
Zoho Sign
Get your documents from Perfex be electronically signed from Zoho Sign.
For Further Information Call Us
06
File Storage
Google Drive
Store and retrieve a your important documents from Perfex in the Google Drive.
Dropbox
Easy sharing and storage of data between Dropbox and Perfex CRM.
OneDrive
Move and store files and documents between Perfex and OneDrive.
For Further Information Call Us
07
 Social
Send and receive messages to the customers or to your team or answer the queries from customers.
Move forward with a compelling social media marketing campaign through the Facebook page for your company.
Use LinkedIn to import or edit contacts in your Perfex CRM. Capture LinkedIn leads directly with Perfex CRM.
For Further Information Call Us
08
Meetings
Zoom Meeting
Schedule meetings with your contacts and share the zoom link.
Microsoft teams
Stay connected with your clients and employees by inviting them to meetings through a link to Microsoft Teams.
Google Meet
Hold meetings on the go and keep your business rolling by inviting your team to meetings and video calls.
For Further Information Call Us
09
Other Integration Platforms
Zapier Integration
Create records or transfer data between Perfex and innumerable other apps making use of Zapier.
twilio
Make communication a fun experience for your customers. Send messages, make calls, or respond to issues with Twilio.
plive
Use it to make calls to your contacts in Perfex CRM. You can even record the calls and hear them again later.
Asterisk
Transfer your contacts to Asterisk and communicate with them the way you like.