Freshworks CRM (Freshsales Suite) + PerfexCRM Integration

Integrate Freshworks CRM (Freshsales Suite) to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Capture contact details, create leads instantly, update customer records, and trigger follow-ups automatically without manual data entry.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
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2.
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • 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

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Ready Workflows Ready Workflows for Freshworks CRM (Freshsales Suite) + PerfexCRM Integration

Capture contacts, create leads, update accounts, trigger tasks, and sync customer data, all in just one click.

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Freshworks CRM (Freshsales Suite) + PerfexCRM Integration

Create PerfexCRM contact for new Freshworks CRM (Freshsales Suite) contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Freshworks CRM (Freshsales Suite) - PerfexCRM integration, anytime a new Freshworks CRM (Freshsales Suite) contact is created, an PerfexCRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Freshworks CRM (Freshsales Suite) + PerfexCRM flow

Connect email, messaging, and finance tools to handle notifications, invoices, and updates after your core workflow runs. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
PerfexCRM
+
GmailGmail (6)
+
SlackSlack (6)
+
HubSpotHubSpot (6)
+
QuickBooks OnlineQuickBooks Online (6)
+
StripeStripe (6)
+
CalendlyCalendly (6)
F
P
G
Create a PerfexCRM lead when a Freshworks CRM (Freshsales Suite) contact is created, and send a welcome email in Gmail
New Freshworks CRM (Freshsales Suite) contacts instantly create a PerfexCRM lead while Gmail sends a welcoming email to the client, eliminating manual outreach delays.
F
P
G
When a deal is created in Freshworks CRM (Freshsales Suite), create a PerfexCRM invoice and send a summary email in Gmail
PerfexCRM generates an invoice the moment a Freshworks CRM (Freshsales Suite) deal is created, and Gmail notifies your billing team instantly.
F
P
G
When a contact is updated in Freshworks CRM (Freshsales Suite), update the PerfexCRM customer and email the update via Gmail
Updated Freshworks CRM (Freshsales Suite) contact records update PerfexCRM customers automatically while Gmail alerts your account managers.
F
P
G
Create a PerfexCRM task when a Freshworks CRM (Freshsales Suite) task is created, and send a briefing email in Gmail
Freshworks CRM (Freshsales Suite) tasks populate PerfexCRM instantly and Gmail delivers a briefing email to the assigned staff member.
F
P
G
Use Claude to summarise new Freshworks CRM (Freshsales Suite) contacts, create a PerfexCRM lead, and email the brief in Gmail
Claude summarises new Freshworks CRM (Freshsales Suite) contacts before PerfexCRM creates a lead and Gmail emails the AI brief.
F
P
G
When an account is created in Freshworks CRM (Freshsales Suite), create a PerfexCRM customer and email confirmation via Gmail
New Freshworks CRM (Freshsales Suite) accounts establish PerfexCRM customers immediately while Gmail confirms the setup to your team.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and PerfexCRM

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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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
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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
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What can you automate with Freshworks CRM (Freshsales Suite) + PerfexCRM?

Streamline your entire customer lifecycle by automating data flow between Freshworks CRM (Freshsales Suite) and PerfexCRM.

What you can automate?
🔄
Automate core contact and lead creation
Instantly generate a new lead in PerfexCRM the moment a contact is created in Freshworks CRM (Freshsales Suite). Eliminate manual data entry and ensure your sales pipeline captures every prospect without delay.
📋
Capture every submitted contact detail
Map all available contact attributes and custom fields from Freshworks CRM (Freshsales Suite) directly into PerfexCRM customer profiles. Your system retains complete background data for every client interaction.
🔔
Alert your team instantly on activity
Trigger automated team notifications in Slack or Gmail whenever a new deal or account is created in Freshworks CRM (Freshsales Suite). Keep every department aligned on incoming business opportunities.
🔀
Route records based on submitted fields
Evaluate incoming Freshworks CRM (Freshsales Suite) deals and direct them to specific PerfexCRM pipelines based on contract value or region. Ensure high-value opportunities reach the right team immediately.
✏️
Keep customer records synchronised
Automatically update PerfexCRM customer profiles whenever contact details or account attributes change in Freshworks CRM (Freshsales Suite). Maintain absolute data consistency across platforms.
🔍
Search and update instead of duplicating
Check whether a customer already exists in PerfexCRM before creating a new record from Freshworks CRM (Freshsales Suite) activity. Prevent duplicate entries and keep your database clean.
💳
Manage later status changes and invoices
Generate PerfexCRM invoices automatically when a Freshworks CRM (Freshsales Suite) deal is won or updated. Streamline your billing workflow the moment commercial terms are finalised.
🔌
Extend your workflow to Gmail
Connect Freshworks CRM (Freshsales Suite) and PerfexCRM to Gmail for automated client welcome emails. Trigger multi-step communication flows the second a new lead is established.
And much more...

Who is Freshworks CRM (Freshsales Suite) + PerfexCRM integration for?

Connect Freshworks CRM (Freshsales Suite) and PerfexCRM to eliminate manual data entry, streamline client handoffs, and keep your business workflows perfectly synchronized across teams.

Performance analysts
Performance analysts
Sales representatives
Sales representatives
Account managers
Account managers
Support coordinators
Support coordinators
Project managers
Project managers
Operations leads
Operations leads
📈
Performance analysts
You're pulling reports from Freshworks CRM (Freshsales Suite) every week but your PerfexCRM figures only update when someone manually exports records, so the metrics you're reviewing are always a few hours behind — with this integration, every new deal lands in PerfexCRM instantly and your analytics stay current.
⚡
Sales representatives
You rely on rapid outreach in Freshworks CRM (Freshsales Suite) but find out about new inbound prospects hours later when checking PerfexCRM, so hot leads go cold before you can call — this integration means every contact populates PerfexCRM immediately so you can engage prospects the moment they arrive.
🤝
Account managers
You answer to clients in PerfexCRM who expect projects to reflect their latest Freshworks CRM (Freshsales Suite) contract changes, but manual handoffs cause frustrating delays — automating both apps means every deal update flows into PerfexCRM instantly and your clients always see accurate project milestones.
📥
Support coordinators
The volume of customer requests arriving in Freshworks CRM (Freshsales Suite) is too high for your team to recreate as PerfexCRM tickets by hand, leaving tickets sitting in limbo — connecting these apps means every support task creates a PerfexCRM ticket automatically and your queue stays completely clear.
🔄
Project managers
You depend on the sales team to hand over closed Freshworks CRM (Freshsales Suite) deals so you can spin up PerfexCRM projects, but manual handoffs always slip through the cracks — this integration means every won deal generates a PerfexCRM project instantly and your kickoff work starts without delay.
🗂️
Operations leads
You need a reliable customer history in PerfexCRM but keep finding gaps where Freshworks CRM (Freshsales Suite) updates failed to transfer manually, ruining your audit trails — automating these apps means every contact and account change syncs flawlessly and your operational history has zero gaps.
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + PerfexCRM

Build and manage your Freshworks CRM (Freshsales Suite) + PerfexCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + PerfexCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
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AI that builds your automations
AI that builds your automations
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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.
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to PerfexCRM?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to PerfexCRM in 1 click using ready-made workflows on Integrately or by asking Integrately AI to build your automation.
Can I automatically create a PerfexCRM lead when a Freshworks CRM (Freshsales Suite) contact is created?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and PerfexCRM?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle contact updates in this integration?
Frequently Asked Questions
How does PerfexCRM receive data from Freshworks CRM (Freshsales Suite) deals?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and PerfexCRM?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and PerfexCRM integration free?
Frequently Asked Questions
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PerfexCRM
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Sync PerfexCRM with project management software, billing platforms, and support tools to keep operations running.
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