PerfexCRM + Float Integration

Q: Can I automatically create a PerfexCRM project when a project is created in Float?

Yes, you can automatically create a PerfexCRM project the moment a new project is initialized in Float. Choose from ready-made automation templates or use Integrately AI to customize your project workflows in just one click.

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

You can connect Float, PerfexCRM, and Slack together in a multi-step automation. When a project or task is created in Float, it updates PerfexCRM and instantly notifies your team in Slack, alongside 1,500+ other apps.

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

Integrately is a powerful alternative for connecting Float and PerfexCRM, offering 20 million+ ready automations, 24/5 live chat support, and AI-assisted workflow building at 3x to 10x lower cost than most alternatives.

Q: How does Float handle task and project data during automation?

Float captures resource scheduling and task details in real time, allowing you to sync projects, logged time, and client records directly into PerfexCRM using ready-made automation templates.

Q: Can PerfexCRM update records when time is logged in Float?

When logged time is updated in Float, you can automatically update matching task records in PerfexCRM using ready-made workflows to maintain precise billing and time tracking accuracy.

Q: Do I need coding skills to automate Float and PerfexCRM?

You do not need any coding skills to connect Float and PerfexCRM. You can start immediately with ready templates or describe your exact process to Integrately AI to build the automation.

Q: Is the Float and PerfexCRM integration free?

You can start using the Float and PerfexCRM integration on the free forever plan available on Integrately. Explore pricing details on our pricing page to find the right tier for your automation needs.

Integrate Float to PerfexCRM in one click, or tell Integrately AI how you want each project handled. Create PerfexCRM projects, sync tasks, assign team members, and track resource schedules automatically.

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Task is created in Float
Logged time is created in Float
Logged time is updated in Float
Person is created in Float
Project is created in Float
Client is created in Float
Time off is created in Float
Department is created in Float

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
Create task in Float
Search task in Float
Update task in Float
Create project in Float
Search project in Float
Create logged time in Float
Update logged time in Float
Search logged time in Float
Create client in Float
Create time off in Float
Create person in Float
Create milestone in Float
Create department in Float

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Ready Workflows for Float + PerfexCRM Integration

Create PerfexCRM projects from new Float projects, track logged time, update team assignments, and manage client records, all in just one click.

Create PerfexCRM customer from new Float project

If you're using the time tracking app Float to manage your project, you'll want to create a customer in PerfexCRM to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a customer in PerfexCRM whenever you create a project in Float.

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Connect more apps to your Float + PerfexCRM flow

Notify your team, log details in storage, and track invoices once your resource and client data sync. Pick a combination and activate it in one click.

Slack (8)

Google Drive (5)

QuickBooks Online (5)

Trello (5)

Gmail (5)

Stripe (5)

Create a PerfexCRM project whenever a new project is created in Float, and notify your team instantly in Slack.

New Float projects create matching records in PerfexCRM instantly while alerting your team in Slack, eliminating manual entry.

When a new task is created in Float, create a task in PerfexCRM and alert your project channel in Slack.

Float tasks populate in PerfexCRM automatically and notify your Slack channel, ensuring seamless task tracking.

When logged time is updated in Float, update the PerfexCRM task status and post the update in Slack.

Updated time logs in Float reflect in PerfexCRM tasks instantly and announce progress in Slack.

When a person is created in Float, add them as staff in PerfexCRM and announce it in Slack.

New team members added in Float become staff in PerfexCRM automatically while Slack announces the onboarding.

If a new Float client is marked enterprise, create a high-priority customer in PerfexCRM and alert your sales channel in Slack.

Enterprise clients from Float trigger priority customer creation in PerfexCRM and notify your sales team in Slack.

When time off is created in Float, create a replacement task in PerfexCRM and notify your operations team in Slack.

Float time off entries trigger coverage tasks in PerfexCRM and notify your operations channel in Slack.

Use Claude to summarise new Float project briefs, create the project in PerfexCRM, and post the summary in Slack.

Claude summarises incoming Float project briefs before creating PerfexCRM projects and notifying Slack.

When a project is created in Float, create a PerfexCRM project, create a corresponding card in Trello, and announce it in Slack.

Float projects populate PerfexCRM and Trello simultaneously while notifying your team in Slack.

Create a Google Drive folder for every new Float project, and create the matching project in PerfexCRM.

New Float projects automatically generate Google Drive folders and populate PerfexCRM records.

When a client is created in Float, create a client folder in Google Drive and create a customer record in PerfexCRM.

Float client creation triggers a Google Drive folder and a PerfexCRM customer profile.

When logged time is updated in Float, save the report in Google Drive and update the PerfexCRM task.

Updated time logs in Float save backup reports in Google Drive and update PerfexCRM tasks.

Use ChatGPT to summarise time off requests from Float, save the record in Google Drive, and create a PerfexCRM task.

ChatGPT processes Float time off requests, saves records in Google Drive, and creates PerfexCRM tasks.

When a project is created in Float, create a Google Drive folder, create a project in PerfexCRM, and notify your team in Slack.

New Float projects create Google Drive folders, PerfexCRM records, and Slack team announcements.

Create a QuickBooks Online customer for every new Float client, and create a customer record in PerfexCRM.

New Float clients generate accounting records in QuickBooks Online and customer profiles in PerfexCRM.

When a project is created in Float, create a QuickBooks Online estimate and create a project in PerfexCRM.

Float projects generate QuickBooks Online estimates and create corresponding PerfexCRM projects.

When logged time is created in Float, record a billable entry in QuickBooks Online and update the PerfexCRM task.

Float time logs create billable entries in QuickBooks Online and update PerfexCRM tasks.

Use Claude to evaluate Float project budgets, create a QuickBooks Online invoice, and create a PerfexCRM project.

Claude evaluates Float project budgets to generate QuickBooks Online invoices and PerfexCRM projects.

When a client is created in Float, create a QuickBooks Online customer, create a PerfexCRM customer, and notify Slack.

Float clients generate QuickBooks Online customers, PerfexCRM profiles, and Slack notifications.

Create a Trello card for every new Float task, and create a corresponding task in PerfexCRM.

Float tasks automatically generate Trello cards and create matching tasks in PerfexCRM.

When a project is created in Float, create a Trello board and create a project in PerfexCRM.

Float projects generate Trello boards and create matching project records in PerfexCRM.

When logged time is updated in Float, update the Trello card description and update the PerfexCRM task.

Updated time logs in Float update Trello card descriptions and sync PerfexCRM tasks.

Use ChatGPT to format Float task descriptions, create a Trello card, and create a PerfexCRM task.

ChatGPT formats Float task descriptions before creating Trello cards and PerfexCRM tasks.

When a project is created in Float, create a Trello card, create a PerfexCRM project, and notify Slack.

Float projects generate Trello cards, PerfexCRM records, and Slack notifications.

Send a welcome email in Gmail for every new Float client, and create a customer record in PerfexCRM.

New Float clients trigger automated welcome emails in Gmail and customer profiles in PerfexCRM.

When a project is created in Float, send a project notification email in Gmail and create a project in PerfexCRM.

Float project creation triggers notification emails in Gmail and project records in PerfexCRM.

When time off is created in Float, send a leave notification email in Gmail and create a PerfexCRM task.

Float time off requests trigger notification emails in Gmail and coverage tasks in PerfexCRM.

Use Claude to draft client emails for new Float projects, send via Gmail, and create a PerfexCRM project.

Claude drafts client emails for new Float projects, sends via Gmail, and creates PerfexCRM projects.

When a client is created in Float, send a welcome email in Gmail, create a PerfexCRM customer, and notify Slack.

Float clients trigger Gmail welcome emails, PerfexCRM customer profiles, and Slack alerts.

Create a Stripe customer for every new Float client, and create a customer record in PerfexCRM.

New Float clients generate Stripe customer profiles and PerfexCRM records automatically.

When a project is created in Float, create a Stripe invoice and create a project in PerfexCRM.

Float projects generate Stripe invoices and create corresponding project records in PerfexCRM.

When logged time is created in Float, record a metered usage item in Stripe and update the PerfexCRM task.

Float time logs create metered usage items in Stripe and update PerfexCRM tasks.

Use Claude to evaluate Float project budgets, create a Stripe invoice, and create a PerfexCRM project.

Claude evaluates Float project budgets to generate Stripe invoices and PerfexCRM projects.

When a client is created in Float, create a Stripe customer, create a PerfexCRM customer, and notify Slack.

Float clients generate Stripe customer profiles, PerfexCRM records, and Slack alerts.

Supported triggers and actions for PerfexCRM and Float

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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Float Triggers & Actions

Task is created in Float

Triggers the automation when a new task is created

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Logged time is created in Float

Triggers the automation when a log time is created

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Logged time is updated in Float

Triggers the automation when a log time is modified

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Person is created in Float

Triggers the automation when a new person is created

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Project is created in Float

Triggers the automation when a new project is created

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Client is created in Float

Triggers the automation when a new client is created

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Time off is created in Float

Triggers the automation when a time off is created

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Department is created in Float

Triggers the automation when a new department is created

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What can you automate with Float + PerfexCRM?

Streamline your resource planning and client management by syncing projects, tasks, logged time, and customer data between Float and PerfexCRM automatically.

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🚀

Sync projects between Float and PerfexCRM instantly

Create a project in PerfexCRM automatically the moment a new project is initialized in Float. Eliminate manual data entry and keep your resource planner and CRM perfectly aligned.

📋

Capture every task detail across platforms

Map Float task descriptions, deadlines, and assignments directly into PerfexCRM tasks. Ensure your delivery team always has the complete context for every piece of work.

🔔

Alert your team the moment changes happen

Send instant notifications in Slack whenever a new project, task, or client is created in Float. Keep stakeholders informed without switching between multiple browser tabs.

🔀

Route records based on client tiers and project types

Apply conditional logic to create priority customers in PerfexCRM for enterprise Float clients while routing standard accounts appropriately. Automate your workflow routing without writing code.

🔄

Keep task statuses updated in real time

Reflect changes in logged time or project schedules from Float directly inside PerfexCRM tasks. Maintain accurate progress tracking across your entire operational stack.

🔍

Search and update records to prevent duplicates

Verify existing customer profiles and project entries before creating new records in PerfexCRM. Maintain a clean database with zero redundant entries.

⏱️

Handle time tracking and leave adjustments automatically

Sync logged time updates and time off entries from Float into PerfexCRM to manage staff availability and capacity planning accurately.

🌐

Extend your automation flow to third-party apps

Trigger downstream actions in Slack, Google Drive, or QuickBooks Online once your Float and PerfexCRM core workflow completes successfully.

And much more...

Who is Float + PerfexCRM integration for?

Connecting Float and PerfexCRM eliminates manual re-entry for project managers, finance leads, and operations teams managing client resources and billing schedules.

Operations analysts

Project managers

Client success leads

Resource coordinators

Delivery teams

Finance auditors

📈

Operations analysts

You're tracking staff hours and project timelines in Float, but your PerfexCRM reports only reflect data after manual exports, so the billable metrics you review are always outdated — this integration means every logged hour syncs instantly and your financial reporting stays accurate.

⚡

Project managers

You're scheduling team resources for urgent client requests in Float, but your team finds out about scheduling changes hours later in PerfexCRM, causing missed deadlines — automating both apps means project updates land immediately so your team acts on real-time data.

🤝

Client success leads

You're updating client allocations and project milestones in Float, but stakeholders complain when PerfexCRM records don't match active deliverables, eroding trust — connecting these apps means client records and project statuses update together without manual delays.

🚀

Resource coordinators

You're managing dozens of overlapping team schedules and client bookings in Float, but manually copying project details into PerfexCRM creates massive administrative bottlenecks — with this integration, every new project and task populates automatically across both platforms.

📋

Delivery teams

You're executing assigned tasks and tracking logged time in Float, but depend on manual handoffs to know when new tasks are approved in PerfexCRM, stalling momentum — automating both apps means task creation and time tracking flow seamlessly from scheduling to execution.

🗂️

Finance auditors

You're reviewing billable hours and client project logs in Float, but missing entries between systems create recurring discrepancies in your PerfexCRM invoices — this integration means every record matches perfectly with zero audit gaps.

Try This Integration – No Code Needed

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Why choose Integrately to automate PerfexCRM + Float

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

1,500+ apps connected

Connect PerfexCRM + Float with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

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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.

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Frequently Asked Questions

How do I connect Float to PerfexCRM?

You can connect Float to PerfexCRM instantly using ready-made workflows or by asking Integrately AI to build the automation for you. With 1-click setup, you can link Float and PerfexCRM along with tools like Slack, Google Drive, and QuickBooks Online without writing any code.

Can I automatically create a PerfexCRM project when a project is created in Float?

Can I connect Float, PerfexCRM, and Slack?

What is a good Zapier alternative for Float and PerfexCRM?

How does Float handle task and project data during automation?

Can PerfexCRM update records when time is logged in Float?

Do I need coding skills to automate Float and PerfexCRM?

Is the Float and PerfexCRM integration free?

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PerfexCRM + Float Integration

Integrate Float to PerfexCRM in one click, or tell Integrately AI how you want each project handled. Create PerfexCRM projects, sync tasks, assign team members, and track resource schedules automatically.

Trusted by experts at...

Ready Workflows for Float + PerfexCRM Integration

Create PerfexCRM projects from new Float projects, track logged time, update team assignments, and manage client records, all in just one click.

Create PerfexCRM customer from new Float project

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

Connect more apps to your Float + PerfexCRM flow

Notify your team, log details in storage, and track invoices once your resource and client data sync. Pick a combination and activate it in one click.

Supported triggers and actions for PerfexCRM and Float

Mix and match to build the exact automation you need

What can you automate with Float + PerfexCRM?

Streamline your resource planning and client management by syncing projects, tasks, logged time, and customer data between Float and PerfexCRM automatically.

Who is Float + PerfexCRM integration for?

Connecting Float and PerfexCRM eliminates manual re-entry for project managers, finance leads, and operations teams managing client resources and billing schedules.

Did you know?

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

Why choose Integrately to automate PerfexCRM + Float

Build and manage your PerfexCRM + Float 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 Float or PerfexCRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

PerfexCRM + Float Integration

Integrate Float to PerfexCRM in one click, or tell Integrately AI how you want each project handled. Create PerfexCRM projects, sync tasks, assign team members, and track resource schedules automatically.

Trusted by experts at...

Ready Workflows for Float + PerfexCRM Integration

Create PerfexCRM projects from new Float projects, track logged time, update team assignments, and manage client records, all in just one click.

Create PerfexCRM customer from new Float project

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

Connect more apps to your Float + PerfexCRM flow

Notify your team, log details in storage, and track invoices once your resource and client data sync. Pick a combination and activate it in one click.

Supported triggers and actions for PerfexCRM and Float

Mix and match to build the exact automation you need

What can you automate with Float + PerfexCRM?

Streamline your resource planning and client management by syncing projects, tasks, logged time, and customer data between Float and PerfexCRM automatically.

Who is Float + PerfexCRM integration for?

Connecting Float and PerfexCRM eliminates manual re-entry for project managers, finance leads, and operations teams managing client resources and billing schedules.

Did you know?

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

Why choose Integrately to automate PerfexCRM + Float

Build and manage your PerfexCRM + Float 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 Float 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