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Word: This can be a module for Perfex CRM.

Zapier module for Perfex CRM - Automate your workflow and business tasks - 1

Automate Perfex CRM with Zapier

Our Zapier module provides an entire connection service for Perfex CRM installations. It means that you can implement your personal third celebration service connections (Zaps) by utilizing the useful instruments of Zapier and selecting from the 7.000+ out there apps (from simple and easy integrations, to advanced webhooks, triggers and so forth), making prospects actually UNLIMITED.

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Obtainable Triggers

  • New Proposal (Triggers when a New Proposal is added in Perfex)
  • New Bill (Triggers when a New Bill is created in Perfex)
  • New Buyer (Triggers when a New Buyer is added in Perfex)
  • New Estimate (Triggers when a New Estimate is created in Perfex)
  • New Cost (Triggers when a New Cost is recorded in Perfex)
  • New Contract (Triggers when a New Contract is created in Perfex)
  • New Ticket (Triggers when a New Ticket is raised in Perfex)
  • New Lead (Triggers when a New Lead is added in Perfex)
  • New Challenge (Triggers when a New Challenge is initiated in Perfex)
  • New Activity (Triggers when a New Activity is created in Perfex)

    • Obtainable Actions

  • Create Lead (Motion to create a brand new Lead in Perfex)
  • Create Proposal (Motion to create a brand new Proposal in Perfex)
  • Create Bill (Motion to create a brand new Bill in Perfex)
  • Create Buyer (Motion to create a brand new Buyer in Perfex)
  • Create Estimate (Motion to create a brand new Estimate in Perfex)
  • Create Contract (Motion to create a brand new Contract in Perfex)
  • Create Ticket (Motion to create a brand new Ticket in Perfex)
  • Create Activity (Motion to create a brand new Activity in Perfex)
  • Create Challenge (Motion to create a brand new Challenge in Perfex)
  • Create Timesheet (Motion to create a brand new Timesheet in Perfex)
  • Discover Buyer (Motion to seek out an present Buyer in Perfex)

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    Limitless Integrations

    Our Zapier module empowers you to:

    Automate Workflows: Join Perfex CRM with 7.000+ different apps out there by means of Zapier.com, resembling accounting software program, challenge administration platforms, or e mail advertising and marketing techniques. Streamline your operations and get rid of handbook knowledge entry by automating knowledge synchronization, creating new leads, updating contact particulars, and extra.

    Prolong Performance: Improve the capabilities of your CRM by integrating it with different purposes. Leverage extra options, resembling geolocation, SMS notifications, cost gateways, or every other service that your online business depends on. Zapier module means that you can create a tailor-made CRM expertise that completely matches your distinctive necessities.

    Enhance Effectivity: Say goodbye to siloed techniques and duplicate efforts. Zapier module permits seamless knowledge circulation between Perfex CRM and Zapier’s supported Apps, making certain correct and up-to-date data throughout all of your built-in instruments. This integration eliminates knowledge inconsistencies, reduces handbook errors, and boosts general operational effectivity.

    Foster Collaboration: Join Perfex CRM with all collaboration instruments out there by means of Zapier.com, resembling challenge administration or staff communication platforms, to foster higher collaboration inside your group. Share CRM knowledge with related staff members, sync process progress, and preserve a centralized hub for all your online business operations.

    Drive Enterprise Progress: By leveraging the ability of the Zapier module, you’ll be able to create a unified ecosystem of purposes that work collectively harmoniously. This integration lets you make data-driven choices, ship distinctive buyer experiences, and drive enterprise development with elevated productiveness and streamlined processes.

    Constructed-in REST API: Our module additionally inherits an optionally available REST API performance, in an effort to let you create 100% customized, programmatic code snippets in your potential wants. Even when supporting customized code is outdoors the scope of the help umbrella, you’ll be able to nonetheless create personalized code by yourself, primarily based on its full documentation that incorporates particular request/response/parameters: Perfex CRM API Documentation

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    Full checklist of obtainable Integrations:

    You may view the complete checklist of the 7.000+ out there apps within the following URL:
    Zapier Integrations for Perfex CRM

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    Help

    It takes solely just a few seconds to be put in, activated and have a completely working Zapier Integration for Perfex.

    You probably have any questions, be happy to boost a help ticket at our support area.
    Guys from help division will get again to you as quickly as doable with a reply.

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    Model 2.0.5b 

    -Compatibility fixes for final model of Perfex CRM's core

    Model 2.0.5 

    -Preliminary model, synced with REST API's 2.0.5 model performance


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