Google Sheets + PerfexCRM Integration

Connect Google Sheets to PerfexCRM in 1 click

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Spreadsheet row is created in Google Sheets
Spreadsheet row is created or updated in Google Sheets
Spreadsheet is created in Google Sheets
Worksheet is created in Google Sheets

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Ready Workflows for Google Sheets + PerfexCRM Integration

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Create PerfexCRM contact for new Google Sheets row

Automatically creating PerfexCRM contact records for new Google Sheets row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

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Create PerfexCRM customer for new Google Sheets row

Google Sheets + PerfexCRM Integration

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When Spreadsheet row is created in Google Sheets > Check any condition > Add staff in PerfexCRM

Google Sheets + PerfexCRM Integration

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When Spreadsheet row is created in Google Sheets > Check any condition > Create lead in PerfexCRM

Google Sheets + PerfexCRM Integration

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Who Is This Integration For?

Sales Teams

Small Business Owners

Marketing Consultants

Event Organizers

Freelancers

Sales Teams

Sales teams often track leads in Google Sheets but struggle to ensure those leads are always updated in their CRM like PerfexCRM. This leads to misaligned data and inefficiencies.

Small Business Owners

Small business owners frequently manage client information in spreadsheets and need a more robust way to track sales processes and customer interactions using PerfexCRM.

Marketing Consultants

Marketing consultants collect client data via forms saved in Google Sheets but face difficulty syncing that data with PerfexCRM, hindering their ability to manage campaigns effectively.

Event Organizers

Event organizers maintain guest and participant lists in Google Sheets but lack a seamless way to integrate this data into PerfexCRM for easy communication and follow-ups.

Freelancers

Freelancers often create invoices in Google Sheets for clients but need a way to leverage CRM features in PerfexCRM to manage their client relations more systematically.

Try This Integration – No Code Needed

What Can You Automate With Google Sheets + PerfexCRM

Log new leads from Google Sheets in PerfexCRM

Automatically create a new client record in PerfexCRM when a new lead is added to Google Sheets. This ensures no lead gets missed and you can immediately start tracking interactions within your CRM.

Update CRM data from Google Sheets changes

When you update a lead in Google Sheets, this automation keeps the corresponding client information in PerfexCRM up to date. It helps you maintain accurate records without manual entry.

Create tasks in PerfexCRM from Google Sheets entries

Every time a new row is added in your Google Sheet, automatically generate a task in PerfexCRM to follow up, keeping your workflow smooth and organized.

Populate Google Sheets with new PerfexCRM client data

Sync new client entries from PerfexCRM to a Google Sheet to easily share client information with your team or generate custom reports without logging into your CRM.

Sync invoice data from Google Sheets to PerfexCRM

Transfer invoice data directly from Google Sheets to PerfexCRM to streamline your billing and ensure all financial records are associated with client profiles in one place.

And much more...

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Top 10 Most Popular Google Sheets Automations from
Integrately Community

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Create GoToWebinar registrant for new Google Sheets row

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Send WhatsApp message for new Google Sheets row

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Create Google Sheets row for new message received in WhatsApp

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Create HubSpot contact for new Google Sheets row

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Send WhatsApp message for updated Google Sheets row

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Create GoToWebinar registrant for new Google Sheets row

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Send WhatsApp message for new Google Sheets row

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Create Google Sheets row for new message received in WhatsApp

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Create HubSpot contact for new Google Sheets row

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Send WhatsApp message for updated Google Sheets row

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Create ClickUp task for new Google Sheets row

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Create Google Sheets row for new Shopify order

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Create CompanyHub contact for new Google Sheets row

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Create Trello card for new Google Sheets row

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Create Google Sheets row for new Instamojo payment

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Create ClickUp task for new Google Sheets row

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Create Google Sheets row for new Shopify order

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Create CompanyHub contact for new Google Sheets row

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Create Trello card for new Google Sheets row

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Create Google Sheets row for new Instamojo payment

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Top 10 Most Popular PerfexCRM Automations from
Integrately Community

How Integrately Works?

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Price Comparison with Popular Alternatives

Popular Alternative

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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How to integrate Google Sheets + PerfexCRM with just a few clicks

Discover how this powerful combo Google Sheet PerfexCRM integrations can streamline your workflow, automate tasks, and empower your decision-making process.

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Want to automate something else in your workflow?

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