

Arthur Online + PerfexCRM Integration
Integrate Arthur Online to PerfexCRM in one click, or tell Integrately AI how you want each tenancy handled. Create customer records, assign tasks, generate invoices, and alert your team automatically.
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Ready Workflows for Arthur Online + PerfexCRM Integration
Sync new tenancies, create customer accounts, generate invoices, open tasks, and track projects, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Arthur Online + PerfexCRM flow
Capture documents, sync billing details, send team notifications, and sign agreements as your property data moves through your CRM. Pick a combination and activate it in one click.


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Google Drive (4)
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Xero (4)
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Stripe (4)
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Gmail (4)
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Slack (4)
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DocuSign (4)
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When a document is created in Arthur Online, upload it to Google Drive and create a task in PerfexCRM.
Property documents uploaded in Arthur Online instantly back up to Google Drive while creating a follow-up task in PerfexCRM, eliminating manual file sorting.
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When a tenancy is added in Arthur Online, create a dedicated folder in Google Drive and add a customer in PerfexCRM.
New tenancies automatically organise your Google Drive storage while establishing a customer profile in PerfexCRM without administrative lag.
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When a task is created in Arthur Online, save the attachment in Google Drive and update the task in PerfexCRM.
Arthur Online task attachments safely store in Google Drive while updating the corresponding task status in PerfexCRM.
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When a viewing is added in Arthur Online, store viewing notes in Google Drive and create a lead in PerfexCRM.
Property viewing details saved to Google Drive create an immediate sales lead in PerfexCRM for prospective tenants.
Supported triggers and actions for Arthur Online and PerfexCRM
Mix and match to build the exact automation you need

Arthur Online Triggers & Actions
Instant
Document is created in Arthur Online
Triggers the automation when a new document is created
Try it → Instant
Viewing is added in Arthur Online
Triggers the automation when a user views something
Try it → Instant
Viewing is updated in Arthur Online
Triggers the automation when you view a item or page
Try it → Instant
Tenancy is updated in Arthur Online
Triggers the automation when any tenancy is modified
Try it → Instant
Unit is available to let in Arthur Online
Triggers the automation when a unit becomes available to let
Try it → Instant
Tenancy is added in Arthur Online
Triggers the automation when a new tenancy is added
Try it → 
PerfexCRM Triggers & Actions
What can you automate with Arthur Online + PerfexCRM?
Streamline property management and CRM operations with robust automation workflows.
🏠
Sync new tenancies to customer records
Automatically generate a customer profile in PerfexCRM the moment a tenancy is added in Arthur Online, keeping client databases perfectly aligned with lease agreements.
📄
Capture every document and property detail
Transfer lease agreements, inspection documents, and viewing notes from Arthur Online straight into PerfexCRM without missing crucial file attachments.
🔔
Alert your team instantly on new events
Trigger instant team notifications whenever a task is created or a unit becomes available to let in Arthur Online, ensuring staff respond immediately.
🔀
Route records based on tenancy type
Perform different actions in PerfexCRM depending on lease terms or property categories submitted in Arthur Online.
🔄
Keep customer profiles up to date
Automatically update PerfexCRM customer details whenever tenancy information changes in Arthur Online, preventing outdated records.
🔍
Search and update existing accounts
Look up existing customer records in PerfexCRM before creating new entries, preventing duplicate accounts when tenancies renew.
💳
Handle lease updates and invoices
Manage billing milestones and financial records in PerfexCRM whenever tenancy statuses change or units become available.
🌐
Extend workflows to supporting apps
Connect your Arthur Online and PerfexCRM flow with Slack, Google Drive, or Gmail to automate multi-step property operations effortlessly.
And much more...
Who is Arthur Online + PerfexCRM integration for?
Property managers, leasing agents, and operational teams connect Arthur Online and PerfexCRM to eliminate manual data entry and streamline tenant workflows.
Operations Directors
Leasing Managers
Client Account Managers
Property Administrators
Maintenance Coordinators
Finance Controllers
📈
Operations Directors
You review property management reports and CRM performance metrics, but your pipeline numbers are always stale because records require manual export — with this integration, every tenancy update populates your CRM instantly and your operational dashboard stays current.
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Leasing Managers
You need to act fast when prospective tenants book viewings, but notification delays leave leads waiting too long for a response — this integration means every new viewing creates a CRM lead instantly so your team can engage prospects without delay.
🤝
Client Account Managers
You answer property owners who expect real-time updates on lease agreements and task progress, but manual logging creates information gaps — with this integration, every tenancy and document event synchronises automatically to satisfy client reporting.
🏢
Property Administrators
The volume of new tenancies and maintenance documents is too high for anyone to keep up by hand, leading to missed records and billing errors — automating both apps means every record transfers without human intervention and administrative backlogs disappear.
📋
Maintenance Coordinators
You own repair execution and depend on property managers to hand over maintenance tasks, but manual handovers stall repair schedules — connecting these apps means every task created in Arthur Online opens instantly in PerfexCRM for immediate work.
🔍
Finance Controllers
You need a reliable history of tenant billing and customer accounts, but manual data transfers keep leaving frustrating audit gaps — automating both apps means customer records and invoices match perfectly across your entire financial stack.

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 Arthur Online + PerfexCRM
Build and manage your Arthur Online + PerfexCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Arthur Online + PerfexCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
2
Connect Accounts
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Automation is ready
Connect Arthur Online + PerfexCRM Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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😍
2,000 Tasks
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Frequently Asked Questions
How do I connect Arthur Online to PerfexCRM?
You can connect Arthur Online to PerfexCRM in one click using ready templates on Integrately. You can also connect Google Drive, Xero, Stripe, Gmail, Slack, and DocuSign, or ask Integrately AI to build the automation for you.
Can I automatically create a PerfexCRM customer when a new tenancy is added in Arthur Online?
Can I connect Arthur Online, PerfexCRM, and Slack?
What is a good Zapier alternative for Arthur Online and PerfexCRM?
How does Arthur Online handle tenancy and task updates during automation?
How does PerfexCRM manage new customer creation from property management data?
Is coding required to set up the Arthur Online and PerfexCRM integration?
Is the Arthur Online and PerfexCRM integration free?
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?
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