PerfexCRM + Aircall Integration

Integrate Aircall to PerfexCRM in one click, or tell Integrately AI how you want each call handled. Log calls, create leads, update customer records, and schedule follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Aircall
    Call is created in Aircall Instant
  • Aircall
    Call is ended in Aircall Instant
  • Aircall
    Call is tagged in Aircall Instant
  • Aircall
    Call started ringing on agents phone in Aircall Instant
  • Aircall
    Call is answered in Aircall Instant
  • Aircall
    Call is commented in Aircall Instant
  • Aircall
    Call is hungup in Aircall Instant
  • Aircall
    Call is assigned to agent in Aircall Instant
  • Aircall
    Call is declined by agent in Aircall Instant
  • Aircall
    Call is transferred in Aircall Instant
  • Aircall
    Call is archived in Aircall Instant
  • Aircall
    Call is untagged in Aircall Instant
  • Aircall
    Contact is created in Aircall Instant
  • Aircall
    Contact is updated in Aircall Instant
  • Aircall
    Contact is deleted in Aircall Instant
  • Aircall
    User is created in Aircall Instant
  • Aircall
    User is connected in Aircall Instant
  • Aircall
    User is deleted in Aircall Instant
  • Aircall
    User is disconnected in Aircall Instant
  • Aircall
    Number is created in Aircall Instant
  • Aircall
    Number is opened in Aircall Instant
  • Aircall
    Number is deleted in Aircall Instant
  • Aircall
    Number is closed in Aircall Instant
Arrow Right
2.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM
  • Aircall
    Update contact in Aircall
  • Aircall
    Add phone number to contact in Aircall
  • Aircall
    Add email to contact in Aircall
  • Aircall
    Search contact in Aircall
  • Aircall
    Create contact in Aircall
  • Aircall
    Search call in Aircall
  • Aircall
    Tag a call in Aircall
  • Aircall
    Add comment to call in Aircall
  • Aircall
    Pause call recording in Aircall
  • Aircall
    Resume call recording in Aircall
  • Aircall
    Delete call recording in Aircall

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Ready Workflows Ready Workflows for Aircall + PerfexCRM Integration

Capture calls, create leads, update customer records, and schedule tasks, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Aircall + PerfexCRM flow

Send instant notifications, sync billing records, and keep your team aligned across your entire communication stack. Pick a combination and activate it in one click.

PerfexCRM
Aircall
+
GmailGmail (2)
+
StripeStripe (2)
+
SlackSlack (2)
+
WhatsAppWhatsApp (1)
+
Google DriveGoogle Drive (1)
+
MailchimpMailchimp (1)
A
P
G
Create a PerfexCRM lead from every new Aircall call and send a notification email in Gmail
New Aircall calls immediately generate PerfexCRM leads while Gmail alerts your team, eliminating manual data entry.
A
P
G
Update PerfexCRM customers when an Aircall contact is created and send a welcome email via Gmail
New contacts in Aircall update PerfexCRM and trigger a welcome email in Gmail without extra clicks.

Supported triggers and actions for PerfexCRM and Aircall

Mix and match to build the exact automation you need

PerfexCRM
PerfexCRM Triggers & Actions
No trigger is available
Create lead in PerfexCRM
Generates new leads for potential customers
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Search lead in PerfexCRM
Retrieves information for a particular lead
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Create customer in PerfexCRM
Adds a new customer to the database
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Create ticket in PerfexCRM
Generates a new ticket
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Search customer in PerfexCRM
Locates and retrieves customer information
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Update customer in PerfexCRM
Updates a customer's information
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Create task in PerfexCRM
Creates a new task
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Create contact in PerfexCRM
Adds a new contact to the database
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Create invoice in PerfexCRM
Generates invoices for sales transactions
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Search invoice in PerfexCRM
Locates and retrieves invoices with
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Update task in PerfexCRM
Updates the task with new information or changes
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Search task in PerfexCRM
Searches for a task
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Create project in PerfexCRM
Creates a new project
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Search project in PerfexCRM
Searches for a project
Try it →
Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
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Search ticket in PerfexCRM
Searches for a ticket
Try it →
Aircall
Aircall Triggers & Actions
Instant
Call is created in Aircall
Triggers the automation when a new call is made
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Instant
Call is ended in Aircall
Triggers the automation when a call has ended
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Instant
Call is tagged in Aircall
Triggers the automation when a call is made
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Instant
Call started ringing on agents phone in Aircall
Triggers the automation when call details are modified
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Instant
Call is answered in Aircall
Triggers the automation when a call is picked up
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Instant
Call is commented in Aircall
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Instant
Call is hungup in Aircall
Triggers the automation when a call is disconnected abruptly
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Instant
Call is assigned to agent in Aircall
Triggers the automation when a call is assigned to an agent
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Instant
Call is declined by agent in Aircall
Triggers the automation when a call is declined by an agent
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Instant
Call is transferred in Aircall
Triggers the automation when a call is transferred
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Instant
Call is archived in Aircall
Triggers the automation when a call is archived
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Instant
Call is untagged in Aircall
Triggers the automation when a call action is performed
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Instant
Contact is created in Aircall
Triggers the automation when a new contact is created
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Instant
Contact is updated in Aircall
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Aircall
Triggers the automation when a contact is removed from the particular list
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Instant
User is created in Aircall
Triggers the automation when a new user is created
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Instant
User is connected in Aircall
Triggers the automation when the user is connected to a service
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Instant
User is deleted in Aircall
Triggers the automation when a user is deleted
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Instant
User is disconnected in Aircall
Triggers the automation when the user is disconnected
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Instant
Number is created in Aircall
Triggers the automation when a particular number becomes available
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Instant
Number is opened in Aircall
Triggers the automation when a particular number is opened or viewed
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Instant
Number is deleted in Aircall
Triggers the automation when a number is deleted
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Instant
Number is closed in Aircall
Triggers the automation when a particular number becomes unavailable
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Update contact in Aircall
Updates the specified contact in the database
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Add phone number to contact in Aircall
Adds phone number to specified contact in the database
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Add email to contact in Aircall
Adds email to specified contact in the database
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Search contact in Aircall
Searches the contact
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Create contact in Aircall
Adds a new contact to the database
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Search call in Aircall
Searches for a call
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Tag a call in Aircall
Tags a call
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Add comment to call in Aircall
Adds comments to a call
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Pause call recording in Aircall
Pauses call recording
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Resume call recording in Aircall
Resumes call recording
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Delete call recording in Aircall
Deletes recorded phone conversations
Try it →

What can you automate with Aircall + PerfexCRM?

Streamline phone communications and CRM record keeping with ready-to-run automation recipes.

What you can automate?
📞
Turn Aircall calls into PerfexCRM leads instantly
Every inbound and outbound call creates a new lead or updates existing records in your CRM without manual data entry.
📋
Capture every submitted call field and note
Map phone numbers, caller names, and conversation notes directly into custom CRM fields instead of basic logs.
🔔
Notify your team as soon as calls complete
Send instant alerts to Slack or Gmail the moment a phone conversation ends so reps can follow up.
🔀
Route records based on call tags
Send VIP callers to priority workflows while standard inquiries follow your regular support path.
🔄
Keep customer profiles up to date
Synchronize contact changes made during phone calls across your database automatically.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in your database before adding new entries to keep records clean.
📁
Manage projects and tasks from call logs
Create new tasks or projects in your system when specific call tags or outcomes are recorded.
✉️
Extend call data to your favorite messaging apps
Trigger automated email follow-ups in Gmail or Slack messages whenever a call is logged.
And much more...

Who is Aircall + PerfexCRM integration for?

Operations managers, sales leaders, and support teams eliminate manual data entry by connecting communication logs directly to their core business records.

Sales directors
Sales directors
Support supervisors
Support supervisors
Account managers
Account managers
Operations leads
Operations leads
Sales representatives
Sales representatives
Customer success teams
Customer success teams
📈
Sales directors
You're reviewing call volume every week but your pipeline records only update when reps manually enter notes, so the conversion numbers you're reporting against are always a few hours behind — with this integration, every new call logs directly in your CRM and your reports stay current.
Support supervisors
You need to assign tickets immediately after customer calls, but manual data entry leaves inquiries sitting unattended in queues — with this integration, every phone interaction creates a ticket instantly so your team can act without delay.
🤝
Account managers
You answer to clients who want immediate proof of project progress, but digging through phone logs to update records takes hours away from client communication — with this integration, call details sync straight to customer files so client reviews are effortless.
📊
Operations leads
The volume of inbound calls is too high for anyone to keep up with manual record-keeping, leading to missing client history — with this integration, every contact and call populates your system automatically.
🔄
Sales representatives
You own the follow-up step and depend on upstream phone interactions to hand over accurate contact details, but manual transcription errors slow you down — with this integration, every lead record arrives complete and ready for action.
🗂️
Customer success teams
You need a reliable history of every client interaction and keep finding gaps where phone notes were forgotten — with this integration, every call and contact log builds an unbroken audit trail.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate PerfexCRM + Aircall

Build and manage your PerfexCRM + Aircall automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect PerfexCRM + Aircall with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Aircall to PerfexCRM?
Frequently Asked Questions
You can connect Aircall to PerfexCRM using 1-click automations on Integrately. Choose from pre-built templates or ask Integrately AI to build the workflow and map fields for you. You can also integrate apps like Gmail, Slack, and Stripe.
Can I automatically create a PerfexCRM lead when an Aircall call is created?
Frequently Asked Questions
Can I connect Aircall, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Aircall and PerfexCRM?
Frequently Asked Questions
How does Aircall data sync with PerfexCRM?
Frequently Asked Questions
Can I update PerfexCRM customer profiles from Aircall?
Frequently Asked Questions
Do I need coding skills to automate Aircall and PerfexCRM?
Frequently Asked Questions
Is the Aircall and PerfexCRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Aircall or PerfexCRM With 1500+ Other Apps

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