Connect PerfexCRM with more than 2,000+ apps. Just select the app and you're good to go. No installation required!
Perfex CRM is self-hosted customer relationship management software that lets you manage customers, projects, create invoices, estimates, and much.
Google Sheets
Zoom
Gmail
Chat API
No Credit Card Required
Triggers
Actions
Triggers when new customer is created.
Triggers when new lead is created.
Triggers when new project is created.
Triggers when new task is created.
Triggers when new ticket is created.
Adds a new customer to your account.
Add an invoice.
Adds new lead.
Adds a new milestone.
Creates a new project.
Adds a new Staff.
Creates a new task.
Adds a new ticket.
Adds a new proposal to your account.
Retrieves all the invoices.
Retrieves an existing invoice.
Updates a Contact
Updates an existing lead to your account.
Updates an existing customer to your account.
Retrieves specific lead details
Retrieve specific contact details
Gets customer custom fields.
Gets proposal custom fields.
Retrieves an existing lead.
Retrieve specific lead details
Retrieve specific customer details
Retrieve specific task details
Retrieves specific project details.
Retrieves specific ticket details.
Deletes an existing lead.
Deletes an existing lead.
Deletes an existing task.
Deletes an existing ticket.
Deletes an existing project.
Creates a new contact from existing customer.
Create your custom integration by selecting the Trigger event and Action to be performed.
One Click & Ready-to-Use PerfexCRM Integrations
With Pabbly Connect, you can easily connect and integrate PerfexCRM with different applications associated with CRM, Sales, Marketing, Productivity, or any apps.
CRM
PerfexCRM
Project Management
Pabbly Connect is an integration application that connects multiple applications together so that you can send data from one application to another application. Just 3 simple steps and you're good to go ahead with PerfexCRM integrations!
Step 1
Start building automation workflow by setting up triggers and actions.
Step 2
Select the apps you would like to integrate into the workflow.
Step 3
Enable your workflow and start saving countless hours of manual work.
Step 1
Start building automation workflow by setting up triggers and actions.
Step 2
Select the apps you would like to integrate into the workflow.
Step 3
Enable your workflow and start saving countless hours of manual work.
“ I moved from Zapier to Pabbly. We’re using ~1.6M tasks per month on Pabbly, and only 150k tasks are billable per month. I highly recommend Pabbly x2 !!!! "
Juan Colicchio,
LGG Media
We know you want to automate your tasks and that's why are offering a step-by-step guide in integrating multiple applications.
Pabbly Connect supports all the popular apps for CRM, Marketing, E-Commerce, Helpdesk, Payments, Web forms, Collaboration and much more...
Unlike others, Pabbly Connect does not charge for trigger and internal steps. Do up to 3X more workflow executions with PerfexCRM compared to other platforms.
To ensure seamless operations, security, privacy and compliance needs to be coherent. Pabbly is SOC2 Type 2 and ISO 27001:2022 certified. We ensure that the customers data is protected without any lapses in the security. You're safe with us.
Get answers to most commonly asked questions.
Pabbly Connect is an integration application that connects multiple applications together, so that you can send data from one of your applications to another and sync your data across multiple applications. Know more here
Any action performed within your workflow is considered a task. Triggers are not included in the task count. Only action steps are included. Internal tasks of Pabbly Connect, such as Filter, Router, and Formatter, are not counted as tasks.
For example, sending one lead from Facebook Lead Ad to MailChimp counts as one task. If you have a multi-step automation workflow, the task count will depend on the number of action steps. For example, sending one lead from Facebook Lead Ad to MailChimp and then to Google Sheets would count as two tasks. Learn more.
Every check made to an external application to see if there is any new data in a day is counted as an operation. So, if a check is made every 5 minutes, that is 288 operations in a day, whether or not there is any new data. However, Pabbly Connect does not charge for operations. That’s why we say we provide unlimited operations.
For example, if you have a workflow that constantly checks a Google My Business page for new reviews and sends replies, each check of the page to see if there are any new reviews counts as an operation. So, whether or not you send a reply, you will always use 288 operations in a day.
A workflow consists of a trigger and one or more action steps involving the applications you want to integrate. A workflow can have a single trigger and one or more actions. When you turn on your workflow, the action steps will run every time the trigger event occurs.
Yes, all data will be synced automatically once you set up your triggers and actions correctly. Automation software works on the principle of “set it and forget it,” running automatically around the clock for you.
Yes, Pabbly Connect includes filters and path routers for advanced automation. You can specify filters based on values coming in through triggers and webhooks.
For example, with filters and path routers, you can specify that you want to send a customer who made a purchase of more than $1000 to the MailChimp premium list and a purchase of less than $1000 to the MailChimp normal users list.
No, not at all. Unlike others, we don’t count tasks for internal apps like filters, routers, text formatters, number formatters, schedules, iterators, date/time formatters, email parsers, data forwarders, and data formatters.
Yes, Pabbly Connect supports multi-step integrations. For example, when a new payment happens in Stripe or WooCommerce, you can send the customer details to MailChimp, add the customer email to a CRM for follow-up, and receive an SMS on your phone once everything is done.
Yes, Pabbly Connect is proud to be ISO 27001:2022 certified. This certification demonstrates our commitment to maintaining the highest standards of information security. ISO 27001:2022 is a globally recognized standard that provides a framework for establishing, implementing, maintaining, and continually improving an Information Security Management System (ISMS).
The pricing plans are based on the number of tasks allotted to an account. We have plans that offer a range of task allotments, from 12,000 to 9 million tasks per month. It’s worth noting that we are the only provider who doesn’t count tasks for triggers and internal applications
Yes, we can provide you with custom plans if you need more than 7 million tasks per month. Please contact us at [email protected] for more information.
Yes, you will be eligible for all future integrations and updates at no extra cost.
Yes. You can drop an email at [email protected] for more information on it.
Yes, you can cancel your subscription at any time. Just send an email to [email protected] with your request and we will take care of it for you.
Yes, you can signup here to become an affiliate and start promoting us – https://www.pabbly.com/affiliates/
You can always post your questions in our community forum where you can quickly get replies to all of your questions.
Yes, we do have a roadmap that allows you to see what we are working on. Click here to view roadmap..
Yes, we do. Keep in mind that annual subscriptions are 25% less than monthly ones along with additional bonuses and features so if you really want to get more, we highly recommend choosing the annual subscription instead!
Tier 1: 12,000 Tasks every month
Tier 2: 24,000 Tasks every month
Tier 3: 50,000 Tasks every month
Tier 4: 100,000 Tasks every month
Tier 5: 200,000 Tasks every month
Tier 6: 400,000 Tasks every month
Tier 7: 800,000 Tasks every month
Yes, Pabbly Connect is compliant with SOC2 Type 2 standards. This compliance signifies that our system’s design meets the trust principles set out by the American Institute of CPAs (AICPA) regarding security, availability, and confidentiality. SOC2 Type 2 compliance is particularly relevant for technology and cloud-based organizations like Pabbly, as it assures our customers that we have implemented rigorous controls to protect their data against unauthorized access and threats.
Create, manage and promote your entire business with a single Pabbly account with access to powerful tool applications like form builder, email marketing, subscription billing & much more.
Get my lifetime Pabbly Connect account now!
Get my lifetime Pabbly Connect account now!
Get my lifetime Pabbly Connect account now!
Get my lifetime Pabbly Connect account now!
Get my lifetime Pabbly Connect account now!
Get my lifetime Pabbly Connect account now!
Get my lifetime Pabbly Connect account now!
Get my lifetime Pabbly Connect account now!
