PerfexCRM + Hexomatic Integration

Integrate Hexomatic to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Create leads, update tasks, sync contacts, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Hexomatic
    Event is created in Hexomatic Instant
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2.
  • 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
  • Hexomatic
    Update workflows status in Hexomatic
  • Hexomatic
    Get workflow details in Hexomatic

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Ready WorkflowsReady Workflows   for PerfexCRM + Hexomatic Integration

Capture leads, create tasks, update customer profiles, and keep projects organised, 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 Hexomatic + PerfexCRM flow

Send payment notifications, update team channels, and log project details across your wider business stack. Pick a combination and activate it in one click.

PerfexCRM
Hexomatic
+
GmailGmail (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
TrelloTrello (4)
+
Google SheetsGoogle Sheets (4)
+
ZoomZoom (4)
H
P
G
Create a PerfexCRM lead from every Hexomatic event, and send a confirmation email via Gmail.
New Hexomatic events instantly create a lead in PerfexCRM while Gmail dispatches an email notification, eliminating manual data entry and follow-up delays.
H
P
G
When an event is created in Hexomatic, create a PerfexCRM contact and email the welcome details using Gmail.
Every Hexomatic trigger establishes a new PerfexCRM contact and triggers an automated welcome email through Gmail without manual intervention.
H
P
G
Create a PerfexCRM task from a Hexomatic event, and notify the assigned staff member via Gmail.
Hexomatic workflow outputs turn into PerfexCRM tasks instantly, with Gmail alerting the responsible team member right away.
H
P
G
When a Hexomatic event generates a PerfexCRM ticket, send a support confirmation email through Gmail.
Support inquiries captured in Hexomatic populate PerfexCRM tickets and dispatch a confirmation email via Gmail instantly.

Supported triggers and actions for PerfexCRM and Hexomatic

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
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Search ticket in PerfexCRM
Searches for a ticket
Try it →
Hexomatic
Hexomatic Triggers & Actions
Instant
Event is created in Hexomatic
Triggers the automation when a new event is created
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Update workflows status in Hexomatic
Update a workflows status
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Get workflow details in Hexomatic
Retrieve workflow details
Try it →

What can you automate with Hexomatic + PerfexCRM?

Streamline your client management, lead generation, and workflow tracking by connecting Hexomatic and PerfexCRM for automated execution.

What you can automate?
⚙️
Create PerfexCRM leads automatically
Turn every Hexomatic workflow event into a new lead or customer record in PerfexCRM without touching manual data entry.
📋
Map all custom workflow data
Capture comprehensive details from Hexomatic workflows and populate detailed custom fields across PerfexCRM contacts and tasks.
📢
Alert your team instantly
Send notifications to key team members the moment a new lead or support ticket is generated in PerfexCRM from Hexomatic.
🔀
Route leads based on criteria
Direct incoming Hexomatic events to different PerfexCRM pipelines or assign specific team members based on submitted property values.
🔄
Keep customer records current
Automatically update existing PerfexCRM customer profiles and project statuses whenever new Hexomatic workflow data arrives.
🔍
Prevent duplicate customer entries
Search for existing records in PerfexCRM before creating new ones, updating customer details when matches are found.
⏱️
Manage task and invoice updates
Trigger automated follow-ups or status changes in PerfexCRM when workflow milestones or invoice items are completed.
📊
Sync workflow data with Google Sheets
Send workflow details from Hexomatic and PerfexCRM straight into Google Sheets for team reporting and deeper analysis.
And much more...

Who is Hexomatic + PerfexCRM integration for?

Connecting Hexomatic and PerfexCRM streamlines client onboarding, task management, and lead tracking for growing teams that need reliable operational visibility.

Performance marketers
Performance marketers
Support managers
Support managers
Client account leads
Client account leads
Operations directors
Operations directors
Sales team leads
Sales team leads
Project managers
Project managers
📈
Performance marketers
You're capturing data and workflow events in Hexomatic, but your PerfexCRM records only update when someone manually imports them, so your pipeline counts are always outdated — with this integration, every new event creates a lead instantly and your CRM stays current.
Support managers
You're generating operational events through Hexomatic automation, but your PerfexCRM tickets are created hours later, so response times slip — automating both apps means every support trigger opens a ticket immediately so issues get resolved faster.
🤝
Client account leads
You're managing automated client data via Hexomatic, but PerfexCRM customer profiles lack recent updates until someone reviews them, so client communications miss key details — with this integration, customer records update automatically and client calls stay informed.
📊
Operations directors
You're processing high volumes of workflow data in Hexomatic, but manual data entry into PerfexCRM creates bottlenecks and missing entries, leaving blind spots in your reporting — connecting these apps means every data point logs seamlessly and your operational metrics remain accurate.
🎯
Sales team leads
You're running complex data extraction workflows in Hexomatic, but your sales reps find out about new leads late because PerfexCRM notifications lag, causing missed follow-ups — with this integration, every lead populates your CRM instantly and reps can engage immediately.
🗂️
Project managers
You're tracking automated business processes in Hexomatic, but PerfexCRM projects and tasks fall out of sync with your live data, resulting in overlooked deliverables — this integration means every project update reflects instantly and project tracking stays complete.
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 + Hexomatic

Build and manage your PerfexCRM + Hexomatic 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 + Hexomatic 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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Frequently Asked Questions

How do I connect Hexomatic to PerfexCRM?
Frequently Asked Questions
You can connect Hexomatic to PerfexCRM instantly using 1-click workflows on Integrately. Choose from pre-built automation templates or ask Integrately AI to build the flow for you, integrating seamlessly with tools like Slack, Google Sheets, and Gmail.
How can I automatically create PerfexCRM leads from Hexomatic workflows?
Frequently Asked Questions
Can I connect Hexomatic, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Hexomatic and PerfexCRM?
Frequently Asked Questions
How does Hexomatic handle data when triggering PerfexCRM actions?
Frequently Asked Questions
How can I update PerfexCRM customer records using Hexomatic automation?
Frequently Asked Questions
Do I need coding skills to automate Hexomatic and PerfexCRM?
Frequently Asked Questions
Is the Hexomatic 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?

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