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Zapfex - zapier and perfexcrm synchronization module

The ZAPFEX module gives you the possibility to completely connect your PERFEXCRM management software to the Zapier system for complete synchronization and the creation of automation flows regarding potential customers, customers, orders, invoices, appointments, quotes and much more.
You can create any interaction and automation flow using all the programs available on zapier (such as Gmail, Office, Salesforce, Facebook, instagram, etc.) and easily integrate them into your Perfex CRM management system using this very simple configuration module.

79.00€ / year

(1 customer review)
COD ZAPFEX-IDM003-1 Category Tags , , ,
The ZAPFEX module - Zapier Perfex CRM Total connector, gives you the possibility to synchronize your Perfex CRM management software with the Zapier ecosystem by creating various automated flows. Currently the module version supports the synchronization of:
  • Potential clients
  • Clients
  • Projects
  • Activities
  • Invoices
  • Ticket
Synchronization occurs both in and out of the Perfex management system, so data relating to the entities can be collected and exported and synchronized on the applications in Perfex, and vice versa, information can be taken from the apps present on Zapier and imported into the entities supported in the CRM Perfex.A very useful module for creating various automated flows and automatic processes also using all the applications available on Zapier (e.g. Gmail, Excel, Facebook, Instagram, Salesforce, WordPress, Woocommerce, etc. etc.)

LIVE TESTING: Below you can immediately do a live integration test of your management system using Zapier.com and one of the over 3500 softwares available

Requirements

Minimum requirements of the Zapfex module (the module is also compatible with Perfex CRM version 3.1.5):

minimum PHP 7.4 (obsolete), recommended PHP 8.1 (correctly configured)
Perfex CRM Version 3.1.5
Ioncube Loader pre-installed on server Version 12 or higher
Zapfex annual license

Documentation

DOCUMENTATION DOWNLOAD:

[restrict] Here you can find the documentation related to the use of the ZAPFEX module – Zapier Perfex Crm Total connector:
Download documentation in pdf
ZAPFEX Documentation - Zapier Perfex Crm Total connector

[/restrict]

Changelog

  • Version 1.1.0, Release August 2021
  • Version 1.2.0, 2021
  • Version 1.2.1, 2022
  • Version 1.2.1.1, 2022 (php 8.1 support)
  • Version 1.2.2, 2023 (php 8.1 support)
  • Version 1.3.2, 2024 (support up to php 8.1, compatible with Perfex CRM 3.1.5) with bug fixing
  • Version 1.3.3, 2024 (support up to php 8.2, compatible with Perfex CRM 3.1.5) bug fixing
Average Ratings: 5.0 out of 5 (2 votes)
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Bruno
Bruno

easy to configure and use, only a small flaw in the projects which I think will be solved in the next updates. advised

3 years ago
itrial
Bruno

a complete automation module

Finally I got this zapier connector module and I am happy with it. I can import tasks from Trello, and adding support message request to tickets.

3 years ago
christian mino
Bruno

very useful module

with this module I built two important workflows for my business through zapier. Very useful to avoid time wasting in manual procedures.

3 years ago

Zapfex review - zapier and perfexcrm synchronization module.