PerfexCRM + Flock Integration

Integrate Flock to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Capture lead details, create tasks in PerfexCRM, update customer records, and notify your team in Flock automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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  • No trigger found
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  • 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
  • Flock
    Send message in Flock

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Ready Workflows Ready Workflows for Flock + PerfexCRM Integration

Capture leads, create tasks, update customer records, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
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Got a different task in mind? Describe it

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

Connect more apps to your Flock + PerfexCRM flow

Sync your client communications with project tracking, billing updates, and team alerts. Pick a combination and activate it in one click.

PerfexCRM
Flock
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GmailGmail (4)
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StripeStripe (3)
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TrelloTrello (3)
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Google CalendarGoogle Calendar (2)
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WhatsAppWhatsApp (2)
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ZoomZoom (2)
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Add every new Gmail email as a lead in PerfexCRM, and notify your team instantly in Flock.
New Gmail messages appear in PerfexCRM as new leads automatically and your team hears about it in Flock, so nobody misses a client enquiry.
G
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Create a PerfexCRM customer from every new Gmail email, and post a confirmation in Flock.
Turn incoming client emails into new PerfexCRM customers instantly while notifying your team in Flock.
G
P
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Search PerfexCRM for customer updates on incoming Gmail emails, and alert your team in Flock.
Look up existing PerfexCRM customer records when new emails arrive and update your team in Flock.
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P
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Create a task in PerfexCRM for every Gmail follow-up request, and notify staff in Flock.
Convert incoming request emails into tracked PerfexCRM tasks and notify your team in Flock.

Supported triggers and actions for PerfexCRM and Flock

Mix and match to build the exact automation you need

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
Try it →
Search ticket in PerfexCRM
Searches for a ticket
Try it →
Flock
Flock Triggers & Actions
No trigger is available
Send message in Flock
Delivers a message to a designated recipient
Try it →

What can you automate with Flock + PerfexCRM?

Streamline your client management and team communications with powerful automated workflows.

What you can automate?
🚀
Automate lead and task creation between platforms
Create PerfexCRM leads, tasks, and customers instantly whenever team communications or external triggers occur.
📋
Capture every submitted field and detail
Map all available form and message answers directly into your PerfexCRM records instead of just basic contact names.
🔔
Notify the right person the moment events happen
Send instant alert messages in Flock channels as soon as new leads, tasks, or tickets are generated in PerfexCRM.
🔀
Route records based on custom criteria
Execute different follow-up actions and team notifications depending on the specific fields submitted by your clients.
🔄
Keep customer and project data up to date
Automatically update customer profiles, tasks, and invoices in PerfexCRM as projects progress and statuses change.
🔍
Search and update instead of creating duplicates
Look up existing customer and invoice records in PerfexCRM before adding new entries to keep your database clean.
💳
Handle payment and status changes smoothly
Process billing events, invoice creations, and task updates across your entire toolstack without manual oversight.
🔗
Extend workflows with connected business apps
Connect Gmail, Stripe, or Trello to your core Flock and PerfexCRM setup to build multi-step operational pipelines.
And much more...

Who is Flock + PerfexCRM integration for?

Operations teams, project managers, and business owners who need seamless communication and client management without manual data entry bottlenecks.

Performance marketers
Performance marketers
Sales leaders
Sales leaders
Client success managers
Client success managers
Support supervisors
Support supervisors
Project coordinators
Project coordinators
Finance specialists
Finance specialists
📈
Performance marketers
You're running client campaigns and tracking lead conversions in PerfexCRM, but your communication channel in Flock only updates when someone manually messages the team, so the project counts you're reviewing are always a few hours behind — connecting these apps means every new lead and task lands in your system instantly and your workflow stays current.
Sales leaders
You need to act fast when new prospects submit enquiries, but delayed notifications leave leads waiting while your team checks different tabs — automating both apps means every new enquiry creates a lead and alerts your sales channel instantly.
🤝
Client success managers
You answer to clients who expect rapid project updates, but manual status logging causes constant visibility gaps — this integration means every task change or customer record update flows automatically into your communication channels.
📊
Support supervisors
The volume of incoming client tickets is too high for anyone to keep up by hand, resulting in missed issues and slow response times — connecting these apps means every support ticket gets created and routed without manual intervention.
⚙️
Project coordinators
You own the next step in project delivery and depend on upstream handoffs that often get delayed in cluttered inboxes — automating both apps means every project stage and task moves forward the moment work is completed.
🗂️
Finance specialists
You need a reliable history of invoices and payments, but manual bookkeeping leaves frequent gaps between billing software and customer records — this integration means every financial event updates your CRM and notifies accounting immediately.
Our team

Ready Workflows 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 + Flock

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

1,500+ apps connected
1,500+ apps connected
Connect PerfexCRM + Flock 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
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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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Frequently Asked Questions

How do I connect Flock to PerfexCRM?
Frequently Asked Questions
You can connect Flock to PerfexCRM instantly using 1-click automations on Integrately. With support for Gmail, Stripe, Trello, and 1,500+ other apps, you can set up your workflow in minutes or ask Integrately AI to build it for you.
Can I automatically create PerfexCRM leads from incoming communications?
Frequently Asked Questions
Can I connect Flock, PerfexCRM, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Flock and PerfexCRM?
Frequently Asked Questions
How does Flock handle messages and notifications in this integration?
Frequently Asked Questions
What PerfexCRM operations can be automated with Flock?
Frequently Asked Questions
Do I need coding skills to automate Flock and PerfexCRM?
Frequently Asked Questions
Is the Flock and PerfexCRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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 Flock or PerfexCRM With 1500+ Other Apps

Flock
Popular Flock Integrations
Connect Flock to communication, project management, and productivity tools to streamline team collaboration.
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PerfexCRM
Popular PerfexCRM Integrations
Sync PerfexCRM with billing, customer support, and reporting tools to keep client data working across your stack.
See All
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No popular apps found