PerfexCRM + Close Integration

Q: Can I automatically create a PerfexCRM lead whenever a new lead is created in Close?

Every new Close lead can automatically populate a customer profile or lead entry in PerfexCRM within seconds. Choose a ready automation template or use Integrately AI to customise the mapping.

Q: Can I connect Close, PerfexCRM, and Slack?

You can connect Close, PerfexCRM, and Slack in a single multi-step workflow. When a lead is created in Close, it creates a record in PerfexCRM and alerts your team in Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Close and PerfexCRM?

Integrately is a leading alternative for connecting Close and PerfexCRM, offering 20 million+ ready automations, 24/5 live chat support, and 3x to 10x lower cost.

Q: How does Close handle lead and contact triggers here?

Close triggers like lead creation or opportunity updates instantly push data to PerfexCRM. You can activate this via pre-built workflows without writing code.

Q: Can PerfexCRM create projects automatically from Close opportunities?

When an opportunity is created in Close, you can automatically generate a new project or customer record in PerfexCRM. Choose from ready-made templates to start instantly.

Q: Do I need coding skills to integrate Close and PerfexCRM?

Connecting Close and PerfexCRM requires no coding. You can use ready templates or ask Integrately AI to build the automation for you.

Q: Is the Close and PerfexCRM integration free?

The Close and PerfexCRM integration is available on Integrately with a free forever plan included. You can switch on ready workflows at no cost.

Integrate Close to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Create leads, set up customer records, log tasks, and sync projects automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Opportunity status change activity is updated in Close Instant
Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change activity is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close

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
Search contact in Close
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close

Trusted by experts at...

Ready Workflows for Close + PerfexCRM Integration

Capture leads, generate customer profiles, update tasks, sync invoices, and manage projects, all in just one click.

Create PerfexCRM contact for new Close 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 Close - PerfexCRM integration, anytime a new Close 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.

Activate

When Contact is created in Close > Check condition > Add staff in PerfexCRM

Close + PerfexCRM Integration

Activate

When Contact is created in Close > Check condition > Create lead in PerfexCRM

Close + PerfexCRM Integration

Activate

When Contact is updated in Close > Check condition > Add staff in PerfexCRM

Close + PerfexCRM Integration

Activate

When Contact is updated in Close > Check condition > Create lead in PerfexCRM

Close + PerfexCRM Integration

Activate

When Lead is created in Close > Check condition > Add staff in PerfexCRM

Close + PerfexCRM Integration

Activate

When Lead is created in Close > Check condition > Create lead in PerfexCRM

Close + PerfexCRM Integration

Activate

1of1

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Connect more apps to your Close + PerfexCRM flow

Send follow-up emails, process payments, alert your team, track tasks, and sync calendars as your workflow runs. Pick a combination and activate it in one click.

Gmail (4)

Stripe (3)

Slack (3)

Asana (3)

Google Calendar (3)

Mailchimp (3)

Add every new Close lead to PerfexCRM, and send a confirmation email in Gmail.

New Close leads appear in PerfexCRM instantly while Gmail sends out an automated welcome email, removing manual entry completely.

When an opportunity is created in Close, create a PerfexCRM customer and send invoice details via Gmail.

Turn closed opportunities into official PerfexCRM customer profiles and dispatch initial billing notes using Gmail.

When a contact is updated in Close, update the customer in PerfexCRM and notify your team in Gmail.

Keep contact details aligned across Close and PerfexCRM while maintaining an email audit trail in Gmail.

When a task is created in Close, add a task in PerfexCRM and email the assignee via Gmail.

Ensure follow-up tasks created in Close reflect immediately in PerfexCRM with notification emails sent through Gmail.

When an opportunity is created in Close, create a customer in PerfexCRM and generate a Stripe invoice.

Convert won Close deals into PerfexCRM client accounts and issue Stripe invoices automatically.

When a lead is created in Close, add a customer in PerfexCRM and record the payment method in Stripe.

Establish new client accounts in PerfexCRM and link billing details from Stripe as soon as leads emerge in Close.

When an opportunity is updated in Close, update PerfexCRM billing info and check Stripe invoices.

Synchronize deal updates from Close with PerfexCRM customer profiles and verify Stripe billing status.

Add every new Close lead to PerfexCRM, and notify your sales channel in Slack.

New Close leads update PerfexCRM instantly while your sales channel gets notified on Slack.

When an opportunity is created in Close, generate a PerfexCRM project and announce it in Slack.

Convert successful Close deals into active PerfexCRM projects and broadcast the win on Slack.

When a contact is updated in Close, update PerfexCRM and post the change in Slack.

Keep sales and operations informed by syncing Close contact updates to PerfexCRM and alerting Slack.

When an opportunity is created in Close, create a PerfexCRM project and set up tasks in Asana.

Establish new PerfexCRM projects from Close opportunities and track deliverables in Asana.

When a task is created in Close, create a task in PerfexCRM and log an action in Asana.

Sync follow-up tasks from Close into PerfexCRM and keep Asana project boards updated.

When a lead is created in Close, create a PerfexCRM lead and add a tracking card in Asana.

Capture new Close leads in PerfexCRM and organize initial review steps inside Asana.

When a meeting is created in Close, create a customer in PerfexCRM and schedule an event in Google Calendar.

Log client meetings from Close into PerfexCRM and sync schedules directly to Google Calendar.

When a lead is created in Close, create a PerfexCRM lead and add a follow-up reminder in Google Calendar.

Capture new Close leads in PerfexCRM while scheduling follow-up reminders in Google Calendar.

When an opportunity is created in Close, update PerfexCRM and schedule a review meeting in Google Calendar.

Set up review sessions in Google Calendar and update PerfexCRM when opportunities progress in Close.

Add every new Close lead to PerfexCRM, and add the subscriber in Mailchimp.

New Close leads populate PerfexCRM records and join Mailchimp marketing lists automatically.

When a contact is updated in Close, update PerfexCRM and update subscriber details in Mailchimp.

Keep contact info consistent across Close, PerfexCRM, and Mailchimp marketing lists.

When an opportunity is created in Close, create a customer in PerfexCRM and add them to a Mailchimp campaign.

Transition won Close deals to PerfexCRM customers and enroll them in tailored Mailchimp campaigns.

Supported triggers and actions for PerfexCRM and Close

Mix and match to build the exact automation you need

PerfexCRM Triggers & Actions

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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Close Triggers & Actions

Instant

Opportunity status change activity is updated in Close

Triggers the automation when the status of any opportunity changes

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Instant

Custom activity is created or updated in Close

Triggers the automation when a custom activity is created or updated

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Instant

Lead Status change is created in Close

Triggers the automation when the status of a lead changes

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Instant

Export is created in Close

Triggers the automation when a new export occurs

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Instant

Membership is activated in Close

Triggers the automation when a membership is activated

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Instant

Email Sequence Subscription created or updated in Close

Triggers the automation when a subscriber is added or updated

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Lead is created using search query in Close

Triggers the automation when a new lead has been added based on search criteria

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Instant

Lead is created in Close

Triggers the automation when a new lead is created

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Instant

Contact is created in Close

Triggers the automation when a new contact is created

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Instant

Contact is updated in Close

Triggers the automation when a contact is updated

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Instant

Opportunity status change activity is created in Close

Triggers the automation when the status of any opportunity changes

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Instant

Opportunity is created in Close

Triggers the automation when any opportunity is updated

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Instant

Email is created in Close

Triggers the automation when a new email is created

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Instant

Call record is updated in Close

Triggers the automation when call details are modified

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Instant

Call record is created in Close

Triggers the automation when a new call record is created

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Instant

Task is created in lead in Close

Triggers the automation when a new task is created for any lead

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Instant

SMS is created in Close

Triggers the automation when a SMS is created

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Instant

Meeting is created in Close

Triggers the automation when a new meeting is scheduled

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Note is created in Close

Triggers the automation when a new note is created

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Search contact in Close

Finds and retrieves contact information

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Update lead in Close

Updates the lead information

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Search lead in Close

Retrieves information for a particular lead

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Create lead in Close

Generates new leads for potential customers

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Update task in Close

Updates the task

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Create task in Close

Creates a new task

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Search task in Close

Searches for a task

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Search opportunity in Close

Searches for a opportunity

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Update opportunity in Close

Updates the opportunity

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Create opportunity in Close

Creates a new instance of the support system

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Create contact in Close

Adds a new contact to the database

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Update contact in Close

Updates contact information

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Create note in Close

Creates a new note in the particular format

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Update note in Close

Updates a note

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Search note in Close

Searches for a note

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Create email in Close

Adds a new contact to the contact list

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Search user in Close

Searches for a user

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Create SMS in Close

Creates a new sms

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Create custom activity in Close

Logs a new custom activity

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Run activity overview report in Close

Runs an activity overview report

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Delete logged call in Close

Removes a recorded phone conversation

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Create export in Close

Generates a new data export

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Run sent email report in Close

Runs a sent email report

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Subscribe Contact to Email Sequence in Close

Subscribes a contact to an email sequence

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Search custom activity in Close

Searches for a custom activity

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Add address to lead in Close

Updates lead information with address details

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Delete email in Close

Deletes particular emails from inbox

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Merge two leads in Close

Merges two leads

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Create bulk email in Close

Sends multiple emails to a list of recipients using a pre-set template

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Run opportunity report in Close

Runs an opportunity report

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Create smart view in Close

Creates a new smart view

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Run status change report in Close

Runs a status change report

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Toggle Forwarding on Phone Number in Close

Toggles forwarding on a phone number

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Update custom activity in Close

Updates a particular custom activity with new information

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Update smart view in Close

Updates smart view

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Update email sequence subscription in Close

Updates an email sequence subscription

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Delete email address from contact in Close

Removes an email address from a contact list

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Create bulk sequence subscription action in Close

Subscribes multiple leads to an email sequence in bulk

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Search email sequence subscription in Close

Searches for an email sequence subscription

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Search number of Leads in Query in Close

Searches for the number of leads in a query

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Search connected account in Close

Searches for linked accounts to streamline account management

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Get activity by id in Close

Retrieves a activity details by its id

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Create call in Close

Initiates a call to the recipient

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Update call in Close

Updates call information

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Search call in Close

Searches for a call

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What can you automate with Close + PerfexCRM?

Streamline your entire customer lifecycle by connecting Close sales activity directly to PerfexCRM project and billing management.

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🔄

Sync New Leads From Close to PerfexCRM

Instantly create a new lead in PerfexCRM the moment a prospect is registered in Close, ensuring your sales and fulfillment teams work from the same pipeline data.

📝

Capture Every Submitted Custom Field

Map detailed Close custom activity and lead fields directly into corresponding PerfexCRM customer profiles instead of transferring just basic names and emails.

🔔

Notify Your Team Instantly on Slack

Trigger automated team alerts on Slack whenever a high-value opportunity is created in Close or a major milestone is reached in PerfexCRM.

🔀

Route Leads Based on Deal Value

Create standard customer profiles in PerfexCRM for regular deals, or assign high-priority tasks and VIP tags when enterprise opportunities are won in Close.

🔄

Keep Customer Profiles Perfectly Updated

Ensure contact updates, phone numbers, and address modifications made in Close reflect instantly in your PerfexCRM database.

🔍

Search and Update Existing Records

Check for existing customer entries in PerfexCRM before creating new records, preventing duplicate accounts and messy database clutter.

💰

Manage Invoices and Project Creation

Automatically generate PerfexCRM projects and trigger billing workflows when an opportunity status changes to won in Close.

⚡

Extend Workflows to Collaboration Apps

Connect your Close and PerfexCRM pipeline to tools like Slack or Google Calendar to schedule follow-up meetings and coordinate team handoffs automatically.

And much more...

Who is Close + PerfexCRM integration for?

Sales managers, project coordinators, and support teams who need seamless data flow between Close and PerfexCRM without manual re-entry.

Sales Directors

Account Executives

Client Success Managers

Operations Leads

Project Coordinators

Support Supervisors

📈

Sales Directors

You rely on Close revenue metrics and PerfexCRM fulfillment reports, but your pipeline spreadsheets only update when someone manually exports leads, so the conversion numbers you're reviewing are always a few hours behind — with this integration, every new lead lands in both systems instantly and your data stays current.

⚡

Account Executives

You need to act fast on incoming prospects, but manual data entry causes hours of delay before your administrative team sees the new contact, so hot leads cool off before outreach begins — connecting these apps means every lead is registered instantly and your team can follow up immediately.

🤝

Client Success Managers

You answer to clients who want immediate proof of project progress, but copying data between Close and PerfexCRM eats into your working hours, so status updates are constantly delayed — automating both apps means client profiles and project tasks populate the moment deals close.

📊

Operations Leads

The volume of daily enquiries is too high for anyone to keep up by hand, leading to missed customer entries and mismatched records between your sales and billing apps — this integration means high-volume data handling runs effortlessly in the background without human intervention.

📋

Project Coordinators

You own project setup and depend on sales reps to hand over closed deals, but vital scope details get lost in translation between Close and PerfexCRM, so project kickoff is constantly stalled — automating these apps means every project spawns with complete and accurate scope data.

🗂️

Support Supervisors

You need a reliable history of client interactions and keep finding gaps where contact updates failed to sync between systems, leaving your support staff guessing — with this integration, every customer record and contact modification stays perfectly synchronized across platforms.

Try This Integration – No Code Needed

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 + Close

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

1,500+ apps connected

Connect PerfexCRM + Close 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.

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Frequently Asked Questions

How do I connect Close to PerfexCRM?

You can connect Close to PerfexCRM in one click using ready-made workflows on Integrately. Select your trigger in Close, match your PerfexCRM actions, and let Integrately AI handle the setup.

Can I automatically create a PerfexCRM lead whenever a new lead is created in Close?

Can I connect Close, PerfexCRM, and Slack?

What is a good Zapier alternative for Close and PerfexCRM?

How does Close handle lead and contact triggers here?

Can PerfexCRM create projects automatically from Close opportunities?

Do I need coding skills to integrate Close and PerfexCRM?

Is the Close and PerfexCRM integration free?

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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 Close or PerfexCRM With 1500+ Other Apps

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Popular PerfexCRM Integrations

Sync PerfexCRM with invoicing, project management, and reporting tools to keep client data operating across your entire business stack.

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PerfexCRM + Close Integration

Integrate Close to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Create leads, set up customer records, log tasks, and sync projects automatically.

Trusted by experts at...

Ready Workflows for Close + PerfexCRM Integration

Capture leads, generate customer profiles, update tasks, sync invoices, and manage projects, all in just one click.

Create PerfexCRM contact for new Close contact

When Contact is created in Close > Check condition > Add staff in PerfexCRM

When Contact is created in Close > Check condition > Create lead in PerfexCRM

When Contact is updated in Close > Check condition > Add staff in PerfexCRM

When Contact is updated in Close > Check condition > Create lead in PerfexCRM

When Lead is created in Close > Check condition > Add staff in PerfexCRM

When Lead is created in Close > Check condition > Create lead in PerfexCRM

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + PerfexCRM flow

Send follow-up emails, process payments, alert your team, track tasks, and sync calendars as your workflow runs. Pick a combination and activate it in one click.

Supported triggers and actions for PerfexCRM and Close

Mix and match to build the exact automation you need

What can you automate with Close + PerfexCRM?

Streamline your entire customer lifecycle by connecting Close sales activity directly to PerfexCRM project and billing management.

Who is Close + PerfexCRM integration for?

Sales managers, project coordinators, and support teams who need seamless data flow between Close and PerfexCRM without manual re-entry.

Did you know?

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

Why choose Integrately to automate PerfexCRM + Close

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

PerfexCRM + Close Integration

Integrate Close to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Create leads, set up customer records, log tasks, and sync projects automatically.

Trusted by experts at...

Ready Workflows for Close + PerfexCRM Integration

Capture leads, generate customer profiles, update tasks, sync invoices, and manage projects, all in just one click.

Create PerfexCRM contact for new Close contact

When Contact is created in Close > Check condition > Add staff in PerfexCRM

When Contact is created in Close > Check condition > Create lead in PerfexCRM

When Contact is updated in Close > Check condition > Add staff in PerfexCRM

When Contact is updated in Close > Check condition > Create lead in PerfexCRM

When Lead is created in Close > Check condition > Add staff in PerfexCRM

When Lead is created in Close > Check condition > Create lead in PerfexCRM

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + PerfexCRM flow

Send follow-up emails, process payments, alert your team, track tasks, and sync calendars as your workflow runs. Pick a combination and activate it in one click.

Supported triggers and actions for PerfexCRM and Close

Mix and match to build the exact automation you need

What can you automate with Close + PerfexCRM?

Streamline your entire customer lifecycle by connecting Close sales activity directly to PerfexCRM project and billing management.

Who is Close + PerfexCRM integration for?

Sales managers, project coordinators, and support teams who need seamless data flow between Close and PerfexCRM without manual re-entry.

Did you know?

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

Why choose Integrately to automate PerfexCRM + Close

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click