Perfex CRM and Salesflare
How to connect Perfex CRM
- Via Zapier — 22 operations available. Set it up ↗
- Via Make — 0 modules available. Set it up ↗
What you can automate
- When new Customer in Perfex CRM, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Estimate in Perfex CRM, create opportunity in Salesflare.
- When new Invoice in Perfex CRM, create opportunity, then find or create contact in Salesflare.
- When new Lead in Perfex CRM, find or create contact in Salesflare.
- When new Payment in Perfex CRM, create opportunity, then find or create contact in Salesflare.
- When new Proposal in Perfex CRM, create opportunity in Salesflare.
About Perfex CRM
Perfex CRM Official Connector for seamless integrations and automations.
Perfex CRM operations on Zapier
Triggers (10)
Start a workflow when this happens
- New Contract — Triggers when a new contract created.
- New Customer — Triggers when a new customer is created.
- New Estimate — Triggers when a new estimate is created.
- New Invoice — Triggers when a new invoice is created.
- New Lead — Triggers when a new lead is created.
Show 5 more triggers
- New Payment — Triggers when a new payment is created.
- New Project — Triggers when a new project is created.
- New Proposal — Triggers when new proposal is created.
- New Task — Triggers when a new task is created.
- New Ticket — Triggers when a new Ticket is created.
Actions (11)
Things Salesflare can make it do
- Create Contract — Creates a Contract in the system.
- Create Customer — Creates a Customer in the system.
- Create Estimate — Creates a Estimate in the system
- Create Invoice — Creates an Invoice in the system.
- Create Lead — Creates a Lead in the system.
Show 6 more actions
- Create Project — Creates a Project in the system
- Create Proposal — Creates a Proposal in system.
- Create Task — Creates a Task in system.
- Create Ticket — Creates a Ticket in the system.
- Create Timesheet — Creates a TimeSheet in the system
- Find or Create Customer — Finds a Customer in the system
Searches (1)
Look up existing records
- Find Customer — Finds a Customer in the system
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