Ready workflows for PerfexCRM + Microsoft Teams Integration
Just click on the workflow you want to automate
When Ticket is purchased in HeySummit > Create lead in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Order is created/Attendee is registered for an event in Eventbrite > Add staff in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Order is created/Attendee is registered for an event in Eventbrite > Create lead in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Order is created/Attendee is registered in Eventbrite > Add staff in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Order is created/Attendee is registered in Eventbrite > Create lead in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Sale is created in XING Events > Add staff in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Sale is created in XING Events > Create lead in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Booking is created in Xola > Add staff in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Booking is created in Xola > Create lead in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Order is created in Humanitix > Add staff in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Order is created in Humanitix > Create lead in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When New invoice in EasyPractice > Add staff in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When New invoice in EasyPractice > Create lead in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Ticket is created in Givebutter > Add staff in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Ticket is created in Givebutter > Create lead in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Order is generated in Sympla > Add staff in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Order is generated in Sympla > Create lead in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Order is created in SimpleTix > Add staff in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
When Order is created in SimpleTix > Create lead in PerfexCRM > Check any condition > Send channel message in Microsoft Teams
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Create Your Own PerfexCRM & Microsoft Teams Integration Without Any Code
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to automate repetitive tasks between PerfexCRM & Microsoft Teams
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You Can Also Connect PerfexCRM or Microsoft Teams With 1100+ Other Apps
PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.
See PerfexCRM IntegrationsMicrosoft teams allows you to chat, call and collaborate with your colleagues faster and easier than ever before. The platform has been designed as a place for conversations, meetings, notes, files and other aspects of teamwork in one place.
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