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

(1 customer review)
COD ZAPFEX-IDM003-1 Category Tag , , ,
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

Requirements

Zapfex module minimum requirements:

minimum PHP 7.2 (correctly configured)
Perfex CRM Version 3.0.4
Ioncube Loader pre-installed on server Version 11 or higher
Zapfex annual license

Documentation

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Changelog

  • Version 1.1.0, Release August 2021
  • Version 1.2.0, 2021
  • Version 1.2.1, 2022
  • Version 1.2.2, 2022 (php 8.1 support)
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

2 years ago
itrial
Bruno

a complete automation module

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

2 years ago
christian mino
Bruno

very useful module

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

2 years ago

Zapfex review - zapier and perfexcrm synchronization module.