PerfexCRM + Infinity Integration

Q: Can I automatically create PerfexCRM leads when new items are added in Infinity?

New items created in Infinity can automatically generate leads in PerfexCRM. You can start with a ready automation in one click or customise the flow with Integrately AI.

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

Infinity, PerfexCRM, and Slack work together seamlessly in multi-step automations where project items create leads and notify your team in Slack, alongside 1,500+ other apps.

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

Most alternatives lack 24/5 live support and instant 1-click templates. Integrately provides 20 million+ templates and AI assistance to connect Infinity and PerfexCRM effortlessly.

Q: How does Infinity handle project items and updates in this integration?

Infinity tracks project items and triggers automations whenever items are created or updated. Ready automations handle these events to update your PerfexCRM records instantly.

Q: How does PerfexCRM manage customer and lead records here?

PerfexCRM receives leads, customer accounts, and tasks created from your Infinity project boards. Ready workflows keep your CRM synchronized without manual data entry.

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

Connecting Infinity and PerfexCRM requires no coding. You can use ready automation templates or describe your exact process to Integrately AI to build it instantly.

Q: Is the Infinity and PerfexCRM integration free?

The Infinity and PerfexCRM integration is available on flexible plans including a free forever option, giving you access to ready workflows and automated syncing.

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

Integrate For Free

Free forever.

Use premium features free for 14 days.

Item is created in Infinity Instant
Item is updated in Infinity Instant
Folder is created in Infinity
Comment is created in Infinity Instant
Comment is updated in Infinity Instant
Board is created in Infinity
Member is created in Infinity

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 item in Infinity
Update item in Infinity
Search item in Infinity
Create folder in Infinity
Search folder in Infinity
Search member in Infinity
Search board in Infinity
Create comment in Infinity
Get item by ID in Infinity

Trusted by experts at...

Ready Workflows for PerfexCRM + Infinity Integration

Capture items, create leads, update tasks, sync projects, and notify your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.

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 Infinity + PerfexCRM flow

Connect your project boards and CRM with messaging, email, payment, and scheduling tools to manage your entire business stack. Pick a combination and activate it in one click.

Trello (8)

Gmail (8)

Stripe (8)

Slack (8)

QuickBooks Online (8)

Calendly (8)

Create a Trello card for every new item in Infinity, and create a lead in PerfexCRM.

New Infinity items instantly create a Trello card and a PerfexCRM lead, keeping your project board and CRM aligned without manual data entry.

When a Trello card is created, create an item in Infinity and add a customer in PerfexCRM.

Capture new Trello cards directly in Infinity and PerfexCRM so client details and project items stay synchronised across platforms.

When an Infinity item is updated, update the matching Trello card and update the task in PerfexCRM.

Keep Trello cards and PerfexCRM tasks updated whenever project items change in Infinity, maintaining complete visibility.

Create a PerfexCRM task for every Trello card moved to done, and update the item in Infinity.

Move completed Trello work into PerfexCRM and Infinity automatically, keeping records current without manual status checks.

If an Infinity item priority is high, create a priority Trello card and create an urgent lead in PerfexCRM.

Route high-priority Infinity items into Trello and PerfexCRM immediately so critical leads get rapid attention.

When an Infinity board is archived, archive the matching Trello board and update customer status in PerfexCRM.

Close out project boards in Trello and update customer records in PerfexCRM when an Infinity board is archived.

Use ChatGPT to summarise every new Infinity item, create a Trello card, and create a lead in PerfexCRM.

Generate AI summaries of Infinity items and send them straight into new Trello cards and PerfexCRM leads.

Create an Infinity item, add a PerfexCRM lead, create a Trello card, and notify your team in Slack.

Kick off a multi-app workflow from Infinity that updates PerfexCRM, Trello, and Slack in one coordinated step.

Create an Infinity item for every new Gmail message, and create a lead in PerfexCRM.

Turn incoming emails into Infinity project items and PerfexCRM leads automatically, ensuring no client communication is missed.

Send a Gmail confirmation whenever a new item is created in Infinity, and update PerfexCRM.

Send automated email confirmations from Gmail when Infinity items are created, and update customer records in PerfexCRM.

When an Infinity item is updated, send a status update email in Gmail and update the PerfexCRM task.

Email clients via Gmail when project items change in Infinity, and update the corresponding PerfexCRM task.

Create a PerfexCRM ticket for every unanswered Gmail message, and log an item in Infinity.

Convert unanswered support emails into PerfexCRM tickets and Infinity tracking items automatically.

If a Gmail message contains urgent, create an Infinity priority item and add a PerfexCRM lead.

Filter urgent Gmail messages into priority Infinity items and urgent PerfexCRM leads instantly.

When a PerfexCRM invoice is paid, send a receipt email in Gmail and update the Infinity project item.

Send payment receipts via Gmail and update Infinity project items when PerfexCRM invoices are settled.

Use Claude to parse incoming Gmail inquiries, create an Infinity item, and create a PerfexCRM lead.

Extract structured details from Gmail emails using Claude before adding them to Infinity and PerfexCRM.

Receive a Gmail inquiry, create an Infinity item, log a PerfexCRM lead, and notify the team in Slack.

Route email inquiries into Infinity, PerfexCRM, and Slack simultaneously for instant team awareness.

Create an Infinity project item for every successful Stripe payment, and create a customer in PerfexCRM.

Turn Stripe payments into Infinity project items and PerfexCRM customer accounts automatically upon checkout.

Send a Slack notification whenever a Stripe payment succeeds, and update the Infinity project item.

Alert your team in Slack and update Infinity project items when Stripe processes a new payment.

When a Stripe subscription renews, update the Infinity item and update the PerfexCRM invoice.

Keep Infinity project items and PerfexCRM invoices current when recurring Stripe subscriptions renew.

Create a PerfexCRM task for every failed Stripe payment, and log an item in Infinity.

Create follow-up tasks in PerfexCRM and tracking items in Infinity when Stripe payments fail.

If a Stripe payment exceeds one thousand dollars, create an Infinity priority item and add a VIP customer in PerfexCRM.

Route high-value Stripe transactions into priority Infinity items and VIP PerfexCRM customer accounts.

When a Stripe subscription is cancelled, update the Infinity project item and update the PerfexCRM customer record.

Update Infinity project boards and PerfexCRM customer statuses automatically when Stripe subscriptions are cancelled.

Use Gemini to analyse Stripe customer lifetime value, update the Infinity item, and update the PerfexCRM customer record.

Evaluate Stripe customer payment history with Gemini and update Infinity and PerfexCRM records accordingly.

Receive a Stripe payment, create an Infinity project item, add a PerfexCRM customer, and notify billing in Slack.

Log new Stripe revenue across Infinity, PerfexCRM, and Slack in a single coordinated pipeline.

Create an Infinity project item from a Slack message, and create a lead in PerfexCRM.

Turn team discussions in Slack into structured Infinity project items and PerfexCRM leads instantly.

Send a Slack alert whenever a new item is created in Infinity, and update PerfexCRM.

Notify your team on Slack when Infinity items are created, and update customer records in PerfexCRM.

When an Infinity item status changes, post an update in Slack and update the PerfexCRM task.

Keep Slack channels and PerfexCRM tasks updated when project item statuses change in Infinity.

Create a PerfexCRM ticket from a Slack support request, and log an item in Infinity.

Convert Slack support messages into PerfexCRM tickets and Infinity tracking items automatically.

If a Slack message mentions urgent, create an Infinity priority item and add a PerfexCRM lead.

Route urgent Slack messages into priority Infinity project items and urgent PerfexCRM leads.

When a PerfexCRM project is completed, post a celebration in Slack and update the Infinity project item.

Celebrate completed PerfexCRM projects in Slack and update corresponding Infinity items.

Use ChatGPT to summarise a Slack discussion, create an Infinity item, and create a PerfexCRM lead.

Synthesise sprawling Slack conversations with ChatGPT into clean Infinity project items and PerfexCRM leads.

Post a Slack message, create an Infinity item, add a PerfexCRM lead, and create a Trello card.

Broadcast Slack requests across Infinity, PerfexCRM, and Trello in a single automated step.

Create an Infinity project item for every new QuickBooks Online customer, and create a customer in PerfexCRM.

Sync new QuickBooks Online customers to Infinity project planners and PerfexCRM customer accounts automatically.

Send a Slack notification when a QuickBooks Online invoice is paid, and update the Infinity project item.

Notify your team in Slack and update Infinity project items when QuickBooks Online invoices are settled.

When a QuickBooks Online invoice is updated, update the Infinity project item and update the PerfexCRM invoice.

Keep Infinity project items and PerfexCRM invoices synchronised when QuickBooks Online billing details change.

Create a PerfexCRM task for every overdue QuickBooks Online invoice, and log an item in Infinity.

Create collection follow-up tasks in PerfexCRM and tracking items in Infinity for overdue QuickBooks Online invoices.

If a QuickBooks Online invoice exceeds five thousand dollars, create an Infinity priority item and add a VIP customer in PerfexCRM.

Route high-value QuickBooks Online invoices into priority Infinity items and VIP PerfexCRM accounts.

When a QuickBooks Online payment is refunded, update the Infinity project item and update the PerfexCRM customer record.

Update Infinity project items and PerfexCRM customer accounts automatically when QuickBooks Online processes a refund.

Use Perplexity to analyse QuickBooks Online spending trends, update the Infinity item, and update the PerfexCRM customer record.

Analyse financial spending patterns in QuickBooks Online with Perplexity and update Infinity and PerfexCRM records.

Record a QuickBooks Online payment, create an Infinity project item, add a PerfexCRM customer, and notify finance in Slack.

Log new QuickBooks Online payments across Infinity, PerfexCRM, and Slack in a single automated sequence.

Create an Infinity project item for every new Calendly booking, and create a lead in PerfexCRM.

Turn Calendly bookings into Infinity project items and PerfexCRM leads automatically the moment a meeting is scheduled.

Send a Slack notification when a Calendly meeting is booked, and update the Infinity project item.

Alert your team on Slack and update Infinity project items when new Calendly meetings are scheduled.

When a Calendly meeting is rescheduled, update the Infinity project item and update the PerfexCRM task.

Keep Infinity project items and PerfexCRM tasks synchronised when Calendly meetings are rescheduled.

Create a PerfexCRM task for every cancelled Calendly meeting, and update the Infinity item.

Create follow-up tasks in PerfexCRM and update project items in Infinity when Calendly meetings are cancelled.

If a Calendly booking is for an enterprise demo, create a priority Infinity item and add a VIP lead in PerfexCRM.

Route enterprise Calendly bookings into priority Infinity items and VIP PerfexCRM leads instantly.

When a Calendly meeting is completed, send a follow-up email in Gmail and update the Infinity project item.

Send automated follow-up emails via Gmail and update Infinity project items when Calendly meetings conclude.

Use ChatGPT to summarise meeting notes from Calendly bookings, update the Infinity item, and create a PerfexCRM task.

Synthesise Calendly booking details with ChatGPT, update Infinity items, and create PerfexCRM tasks.

Schedule a Calendly meeting, create an Infinity project item, add a PerfexCRM lead, and notify sales in Slack.

Log new Calendly bookings across Infinity, PerfexCRM, and Slack in a single automated pipeline.

Supported triggers and actions for PerfexCRM and Infinity

Mix and match to build the exact automation you need

PerfexCRM Triggers & Actions

Create lead in PerfexCRM

Generates new leads for potential customers

Try it →

Search lead in PerfexCRM

Retrieves information for a particular lead

Try it →

Create customer in PerfexCRM

Adds a new customer to the database

Try it →

Create ticket in PerfexCRM

Generates a new ticket

Try it →

Search customer in PerfexCRM

Locates and retrieves customer information

Try it →

Update customer in PerfexCRM

Updates a customer's information

Try it →

Create task in PerfexCRM

Creates a new task

Try it →

Create contact in PerfexCRM

Adds a new contact to the database

Try it →

Create invoice in PerfexCRM

Generates invoices for sales transactions

Try it →

Search invoice in PerfexCRM

Locates and retrieves invoices with

Try it →

Update task in PerfexCRM

Updates the task with new information or changes

Try it →

Search task in PerfexCRM

Searches for a task

Try it →

Create project in PerfexCRM

Creates a new project

Try it →

Search project in PerfexCRM

Searches for a project

Try it →

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 →

Infinity Triggers & Actions

Instant

Item is created in Infinity

Triggers the automation when a new item is created

Try it →

Instant

Item is updated in Infinity

Triggers the automation when an item is modified

Try it →

Folder is created in Infinity

Triggers the automation when a new folder is created

Try it →

Instant

Comment is created in Infinity

Triggers the automation when a new comment is created

Try it →

Instant

Comment is updated in Infinity

Triggers the automation when a comment is updated

Try it →

Board is created in Infinity

Triggers the automation when a new board is created

Try it →

Member is created in Infinity

Triggers the automation when a new member is added

Try it →

What can you automate with Infinity + PerfexCRM?

Streamline your project management and CRM operations by connecting every trigger and action between Infinity and PerfexCRM.

Get Started For Free

🔄

Sync project items to CRM leads automatically

Create a new lead in PerfexCRM the moment an item is created in Infinity. Eliminate manual data entry and keep your sales pipeline updated instantly.

📝

Capture every submitted project detail

Map all available fields from Infinity items into PerfexCRM customer and task records instead of just basic names and emails, ensuring complete context for your team.

🔔

Notify your team as soon as work arrives

Alert sales and project coordinators the second a new item or comment is created in Infinity, ensuring rapid follow-up and team alignment.

🔀

Route records based on submitted field criteria

Send high-priority Infinity items to VIP PerfexCRM customer lists while standard items go to regular queues, ensuring appropriate handling for every request.

🔄

Keep project records up to date as things change

Update matching PerfexCRM tasks and customer accounts whenever an item or comment is modified in Infinity, maintaining absolute data consistency.

🔍

Search and update instead of creating duplicates

Check if a customer or lead already exists in PerfexCRM before creating a new record from an Infinity item, keeping your database clean.

📋

Handle later status changes and project milestones

Update PerfexCRM invoices, tasks, and project statuses automatically when Infinity boards or items reach completed or closed stages.

🔌

Extend your workflow with messaging apps

Connect Infinity and PerfexCRM with Slack or Trello to alert your team and manage follow-up tasks in one continuous multi-app pipeline.

And much more...

Who is Infinity + PerfexCRM integration for?

Project managers, sales leads, and operations teams struggling with disconnected project boards and customer records can streamline their entire workflow.

Data analysts and reporting leads

Operations managers

Account managers

Support and sales leads

Project coordinators

Operations leads

📈

Data analysts and reporting leads

You're tracking project metrics in Infinity but your PerfexCRM reports only update when someone manually exports records, so the numbers you're reviewing are always hours behind — this integration means every new item and customer record syncs instantly and your dashboards stay current.

⚡

Operations managers

You need to act fast on new project items, but you find out about them too late because details remain trapped in Infinity before reaching PerfexCRM — automating both apps means every project request populates your CRM immediately and your team can respond without delay.

🤝

Account managers

You answer to clients who want to see project progress, but your Infinity boards and PerfexCRM customer accounts never match up — connecting these apps means client records and project deliverables stay perfectly aligned so you can report progress with confidence.

📊

Support and sales leads

The volume of incoming project items is too high for anyone to keep up by hand, leading to missed leads in PerfexCRM — with this integration, every item created in Infinity generates a corresponding lead or task automatically so nothing slips through the cracks.

⚙️

Project coordinators

You own the next step in the pipeline and depend on someone upstream to hand over project details from Infinity to PerfexCRM — this integration means project handoffs happen instantly without manual data entry holding up your work.

🗂️

Operations leads

You need a reliable audit history of every client project, but you keep finding gaps between your Infinity boards and PerfexCRM records — automating both apps means every update, item, and customer record is logged consistently for complete visibility.

Try This Integration – No Code Needed

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 + Infinity

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

1,500+ apps connected

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

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

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

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.

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?

Select Automation

Connect Accounts

That’s it! You just connected Google Sheets to Trello

Automation is ready

Connect PerfexCRM + Infinity Now

In Just 1 Click!

Price Comparison with Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

ProductHunt

Most upvoted product of the month

▲ 2000+

Connect PerfexCRM + Infinity Now

In Just 1 Click!

Frequently Asked Questions

How do I connect Infinity to PerfexCRM?

You can connect Infinity to PerfexCRM in one click using pre-built workflows or by using Integrately AI to set up your custom integration alongside tools like Slack, Gmail, and Trello.

Can I automatically create PerfexCRM leads when new items are added in Infinity?

Can I connect Infinity, PerfexCRM, and Slack?

What is a good Zapier alternative for Infinity and PerfexCRM?

How does Infinity handle project items and updates in this integration?

How does PerfexCRM manage customer and lead records here?

Do I need coding skills to automate Infinity and PerfexCRM?

Is the Infinity and PerfexCRM integration free?

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 Infinity or PerfexCRM With 1500+ Other Apps

Popular Infinity Integrations

Connect Infinity to project management, note-taking, document storage, and team collaboration tools to organise your work across your stack.

See All
Infinity Integrations

No popular apps found

Popular PerfexCRM Integrations

Sync PerfexCRM with accounting, marketing, helpdesk, and communication platforms to keep client data working everywhere.

See All
PerfexCRM Integrations

No popular apps found

PerfexCRM + Infinity Integration

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

Trusted by experts at...

Ready Workflows for PerfexCRM + Infinity Integration

Capture items, create leads, update tasks, sync projects, and notify your team, all in just one click.

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 Infinity + PerfexCRM flow

Connect your project boards and CRM with messaging, email, payment, and scheduling tools to manage your entire business stack. Pick a combination and activate it in one click.

Supported triggers and actions for PerfexCRM and Infinity

Mix and match to build the exact automation you need

What can you automate with Infinity + PerfexCRM?

Streamline your project management and CRM operations by connecting every trigger and action between Infinity and PerfexCRM.

Who is Infinity + PerfexCRM integration for?

Project managers, sales leads, and operations teams struggling with disconnected project boards and customer records can streamline their entire workflow.

Did you know?

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

Why choose Integrately to automate PerfexCRM + Infinity

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

PerfexCRM + Infinity Integration

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

Trusted by experts at...

Ready Workflows for PerfexCRM + Infinity Integration

Capture items, create leads, update tasks, sync projects, and notify your team, all in just one click.

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 Infinity + PerfexCRM flow

Connect your project boards and CRM with messaging, email, payment, and scheduling tools to manage your entire business stack. Pick a combination and activate it in one click.

Supported triggers and actions for PerfexCRM and Infinity

Mix and match to build the exact automation you need

What can you automate with Infinity + PerfexCRM?

Streamline your project management and CRM operations by connecting every trigger and action between Infinity and PerfexCRM.

Who is Infinity + PerfexCRM integration for?

Project managers, sales leads, and operations teams struggling with disconnected project boards and customer records can streamline their entire workflow.

Did you know?

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

Why choose Integrately to automate PerfexCRM + Infinity

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

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Automate Your Tedious Tasks
With A Single Click