Perfex CRM and Salesflare

CRM (Customer Relationship Management) themesic.com ↗

How to connect Perfex CRM

Via Zapier — 22 operations available. Set it up ↗
Via Make — Connect it on Make. 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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