PerfexCRM + Pipefy Integration
Integrate PerfexCRM to Pipefy in one click, or tell Integrately AI how you want each lead handled. Create your lead, search for matching records, generate an invoice, and notify your team.
Free forever.Use premium features free for 14 days.1.
Card is created in Pipefy Instant- Card is moved in Pipefy Instant
- Card field is updated in Pipefy Instant
- Card is completed in Pipefy Instant
- Card gets late in Pipefy Instant
- Card is expired in Pipefy Instant
- Card becomes overdue in Pipefy Instant
2.
Create lead in PerfexCRM- Search lead in PerfexCRM
- Create customer in PerfexCRM
- Create ticket in PerfexCRM
- Search customer in PerfexCRM
- Update customer in PerfexCRM
- Create task in PerfexCRM
- Create contact in PerfexCRM
- Create invoice in PerfexCRM
- Search invoice in PerfexCRM
- Update task in PerfexCRM
- Search task in PerfexCRM
- Create project in PerfexCRM
- Search project in PerfexCRM
- Add staff in PerfexCRM
- Search ticket in PerfexCRM
- Update card field in Pipefy
- Create card in Pipefy
- Search card in Pipefy
Trusted by experts at...
Ready Workflows for PerfexCRM + Pipefy Integration
Capture leads from cards, generate invoices, create tasks, search customers, 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 PerfexCRM + Pipefy flow
Sync financial records, notify team channels, create tracking boards, and send communications as your workflows advance. Pick a combination and activate it in one click.
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Stripe (1)
Stripe (1) +
Slack (1)
Slack (1) +
Trello (1)
Trello (1) +
Gmail (1)
Gmail (1) +
Google Drive (1)
Google Drive (1) +
QuickBooks Online (1)
QuickBooks Online (1) P
P
S
When a new card is created in Pipefy, create a customer in PerfexCRM, and create a customer in Stripe.
Pipefy cards instantly generate matching customers in PerfexCRM and Stripe without manual data entry.
Supported triggers and actions for PerfexCRM and Pipefy
Mix and match to build the exact automation you need
PerfexCRM Triggers & Actions
Pipefy Triggers & Actions
Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
Try it → Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
Try it → Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
Try it → Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
Try it → What can you automate with PerfexCRM + Pipefy?
Streamline your operational workflows by connecting every card event directly to your client and task management records.
🚀
Create CRM leads from new workflow cards
Capture every new Pipefy card submission and automatically create a matching lead in PerfexCRM without manual copying.
📋
Sync all submitted custom card fields
Map detailed custom answers from your Pipefy process fields straight into your PerfexCRM records for complete context.
🔔
Alert team members on new card activity
Notify the right staff members instantly when new operational requests arrive in your workflow dashboard.
🔀
Route tasks based on specific card inputs
Assign different priority levels or specific staff members in PerfexCRM based on category selections made in Pipefy.
🔄
Update CRM records as card stages change
Keep customer and project details current in PerfexCRM whenever operational cards move through your Pipefy pipelines.
🔍
Search and update existing customer accounts
Check if a customer already exists in PerfexCRM before creating duplicate entries from recurring Pipefy submissions.
💰
Generate invoices upon card completion
Issue an invoice in PerfexCRM the exact moment an operational card reaches completion status in Pipefy.
🌐
Extend workflows to external team apps
Connect your core pair with Slack, QuickBooks Online, or Google Drive to keep all collaborating departments aligned.
And much more...
Who is PerfexCRM + Pipefy integration for?
Operations managers, project leaders, and finance teams connecting PerfexCRM and Pipefy eliminate manual data entry, bridging client workflows with backend CRM records instantly.
Finance directors
Operations managers
Client account managers
Sales team leads
Project coordinators
Administrative staff
📈
Finance directors
You review revenue reports and billing figures, but operational updates lag behind because card completions require manual invoice creation in your CRM — automating both apps means your financial records update instantly.
⚡
Operations managers
You oversee process workflows and task handoffs, but team leads find out about urgent requests too late because task statuses live in separate silos — this integration means every card change updates your CRM tasks immediately.
🤝
Client account managers
You answer client inquiries about ongoing projects, but customer histories show gaps when onboarding details fail to transfer from operational boards — connecting these apps means client profiles stay complete and accurate.
📊
Sales team leads
You track incoming leads and pipeline conversion rates, but high inquiry volumes cause manual tracking errors between your request boards and CRM database — automating these apps means every lead is captured without delay.
🎯
Project coordinators
You depend on upstream handoffs to kick off new client engagements, but delays in manual record creation stall your team's project setup — with this integration, new projects launch automatically the moment intake cards arrive.
🔍
Administrative staff
You maintain system histories and customer archives, but manual data entry leads to missing records and fragmented audit trails — this integration means every workflow event is logged reliably across your entire 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 PerfexCRM + Pipefy
Build and manage your PerfexCRM + Pipefy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect PerfexCRM + Pipefy 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect PerfexCRM + Pipefy Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect PerfexCRM to Pipefy?
You can connect PerfexCRM to Pipefy in one click using Integrately. Choose from ready automation templates or ask Integrately AI to build custom multi-step workflows connecting your CRM and operational boards alongside Slack, Gmail, and QuickBooks Online.
Can I automatically create PerfexCRM leads from new Pipefy cards?
Can I connect PerfexCRM, Pipefy, and Slack?
What is a good Zapier alternative for PerfexCRM and Pipefy?
How does PerfexCRM handle incoming leads from Pipefy cards?
Can Pipefy update existing customer records in PerfexCRM?
Do I need coding skills to automate PerfexCRM and Pipefy?
Is the PerfexCRM and Pipefy integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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