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
The synchronization takes place both in and out of the Perfex management software, so you can collect the data relating to the entities and export and synchronize on the applications in Perfex, and vice versa you can take information from the apps on Zapier and import 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 (example 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
easy to configure and use, only a small flaw in the projects which I think will be solved in the next updates. advised