We have developed a connector module for the PERFEX CRM able to connect the management system to the Zapier ecosystem in order to create any type of synchronization flow.
The module is very light and simple, and once installed allows you to connect your CRM to ZAPIER and build your desired automated flows (Workflow).
The current version of the module supports the following management entities:
Probably in the next versions other entities present in the Perfex management system will be implemented if necessary. It is therefore possible through Zapier to create / modify these entities by building customized automated flows.
Installation is very simple, after the purchase and activation of your user license (valid for one year) the Zapier Total Connector module can be downloaded both directly from this site and from the order confirmation received via email.
For any problem, access your CUSTOMER ASSISTANCE AREA available both directly on this site and in portal customers area. Requests for assistance are processed within 24/48 hours since receipt.