Facebook Pages + PerfexCRM Integration

Integrate Facebook Pages to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Capture inquiries, create customer records, generate invoices, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Facebook Pages
    Page is mentioned in Facebook Pages
  • Facebook Pages
    Video post is created in Facebook Pages
  • Facebook Pages
    Post is created by you in Facebook Pages
  • Facebook Pages
    Comment is added in Facebook Pages
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2.
  • Facebook Pages
    Create video post in Facebook Pages
  • Facebook Pages
    Create image post in Facebook Pages
  • Facebook Pages
    Create post in Facebook Pages
  • 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 WorkflowsReady Workflows   for Facebook Pages + PerfexCRM Integration

Capture leads, create customer accounts, generate invoices, and open support tickets, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 Facebook Pages + PerfexCRM flow

Send campaign details to email lists, notify team channels, update spreadsheets, and process payments after every new customer is created. Pick a combination and activate it in one click.

Facebook Pages
PerfexCRM
+
Facebook PagesFacebook Pages (4)
+
PerfexCRMPerfexCRM (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
StripeStripe (4)
F
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F
Create a PerfexCRM lead when a comment is added in Facebook Pages, and publish a follow-up post.
New comments in Facebook Pages create PerfexCRM leads instantly and publish a follow-up post, keeping your sales pipeline and audience updated.
F
P
F
When a page is mentioned in Facebook Pages, create a PerfexCRM customer and publish an image post.
Mentions on Facebook Pages create new PerfexCRM customer profiles and share an image post, engaging your community immediately.
F
P
F
Turn every video post created in Facebook Pages into a PerfexCRM project and publish a new video post.
Published video posts in Facebook Pages create PerfexCRM projects and share a follow-up video post, streamlining content workflows.
F
P
F
When a post is created by you in Facebook Pages, add a PerfexCRM task and share an update post.
Published posts in Facebook Pages generate PerfexCRM tasks and share follow-up updates, keeping execution organized.

Supported triggers and actions for Facebook Pages and PerfexCRM

Mix and match to build the exact automation you need

Facebook Pages
Facebook Pages Triggers & Actions
Page is mentioned in Facebook Pages
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Video post is created in Facebook Pages
Triggers when a new video post is created
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Post is created by you in Facebook Pages
Triggers the automation when a post is created by you
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Comment is added in Facebook Pages
Triggers the automation when a comment is added
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Create video post in Facebook Pages
Generates and share an engaging video post
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Create image post in Facebook Pages
Creates a new image post
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Create post in Facebook Pages
Creates and publish a new post
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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 Facebook Pages + PerfexCRM?

Connect your social engagement to your client management system and eliminate manual administrative tasks.

What you can automate?
🔄
Sync social comments into CRM leads instantly
Turn every comment added in Facebook Pages into a new lead in PerfexCRM automatically. Your sales team can follow up with prospects the moment they engage.
📝
Capture every submitted comment field and detail
Map all available comment and mention data into separate PerfexCRM fields instead of just names. Your CRM becomes a richer source for customer insights.
🔔
Notify the right team member the moment it happens
Alert sales staff and support agents immediately when new customer interactions arrive from social channels. Response times improve across every campaign.
🔀
Route records based on submitted content
Create different tasks or assign different staff members in PerfexCRM depending on what your audience submits in Facebook Pages comments.
🔄
Keep customer profiles up to date continuously
Update existing PerfexCRM customer records whenever new interactions or mentions occur in Facebook Pages. Your database stays synchronized without manual edits.
🛡️
Prevent duplicate records and clean data
Search existing customer entries before creating new records in PerfexCRM. Your database remains clean and free of redundant entries.
📊
Manage project creation and task tracking
Turn published video posts and announcements into active PerfexCRM projects and tasks. Operational execution aligns with your publishing schedule.
💬
Extend workflows to team communication channels
Trigger automated alerts in Slack whenever new customer leads are generated from Facebook Pages engagement. Keep your entire team informed effortlessly.
And much more...

Who is Facebook Pages + PerfexCRM integration for?

Sales teams, marketing managers, and business owners connecting Facebook Pages to PerfexCRM eliminate manual data entry and streamline client onboarding completely.

Performance marketers
Performance marketers
Support agents
Support agents
Account managers
Account managers
High volume sales teams
High volume sales teams
Project coordinators
Project coordinators
Business owners
Business owners
📈
Performance marketers
You're running social campaigns across multiple pages but your tracking reports only update when someone manually exports leads, so the conversion counts you're optimizing against are always hours behind — with this integration, every new lead lands in your CRM instantly and your campaign data stays current.
Support agents
You need to act fast on customer questions arriving in social feeds, but monitoring notifications manually means inquiries slip through the cracks and responses arrive too late — this integration means every comment creates a task instantly and your team can resolve issues without delay.
🤝
Account managers
You answer to clients who want to see immediate progress on social lead generation, but piecing together interaction records takes hours of tedious spreadsheet work — automating both apps means every customer inquiry is logged cleanly and your client reports build themselves.
🚀
High volume sales teams
The volume of social engagement is too high for anyone to keep up by hand, leading to missed leads and delayed prospect outreach across your pipelines — connecting these apps means every submission populates your CRM records automatically so no potential buyer is ever overlooked.
📋
Project coordinators
You own project setup and depend on marketing teams to hand over campaign details from social channels, but manual handoffs cause frustrating communication gaps — this integration means every published campaign creates a project record automatically and production starts right away.
🗂️
Business owners
You need a reliable customer history to make informed decisions, but fragmented data across social media and management tools leaves major gaps in your records — automating your workflow means every customer interaction is captured accurately and your business records remain complete.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Facebook Pages + PerfexCRM

Build and manage your Facebook Pages + 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 Facebook Pages + PerfexCRM 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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in $19.99

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Frequently Asked Questions

How do I connect Facebook Pages to PerfexCRM?
Frequently Asked Questions
You can connect Facebook Pages and PerfexCRM in 1-click using ready templates on Integrately. Use Integrately AI to configure custom workflows and sync your data instantly.
Can I sync Facebook Pages comments to PerfexCRM leads automatically?
Frequently Asked Questions
Can I connect Facebook Pages, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Facebook Pages and PerfexCRM?
Frequently Asked Questions
How does Facebook Pages handle page mentions and comments in workflows?
Frequently Asked Questions
Can PerfexCRM automatically create tasks and invoices from Facebook Pages triggers?
Frequently Asked Questions
How do I set up Facebook Pages and PerfexCRM automations without coding?
Frequently Asked Questions
Is the Facebook Pages and PerfexCRM integration free?
Frequently Asked Questions
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You Can Also Connect Facebook Pages or PerfexCRM With 1500+ Other Apps

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