PerfexCRM + Reamaze Integration

Integrate PerfexCRM to Reamaze in one click, or tell Integrately AI how you want each conversation handled. Capture support interactions, create customer and lead records, update existing contacts, and streamline your client management automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Reamaze
    Message is created in Reamaze
  • Reamaze
    Conversation is created in Reamaze
  • Reamaze
    Contact is created in Reamaze
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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
  • Reamaze
    Create SMS conversation in Reamaze
  • Reamaze
    Add message to conversation in Reamaze
  • Reamaze
    Create SMS contact in Reamaze
  • Reamaze
    Create conversation in Reamaze
  • Reamaze
    Create contact in Reamaze
  • Reamaze
    Search contact by email in Reamaze
  • Reamaze
    Update contact using email in Reamaze
  • Reamaze
    Search messages sent by sender in Reamaze

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Ready WorkflowsReady Workflows ย  for PerfexCRM + Reamaze Integration

Create leads from new conversations, add customer profiles, update task details, and log support history, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your PerfexCRM + Reamaze flow

Sync support data with accounting tools, notify your team on chat, and manage client follow-up across your entire software stack. Pick a combination and activate it in one click.

PerfexCRM
Reamaze
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
+
TypeformTypeform (3)
R
S
P
Create a Stripe customer from every new Reamaze conversation, and add a customer record in PerfexCRM.
New Reamaze conversations instantly create a customer profile in Stripe and a customer record in PerfexCRM, eliminating manual data entry across your billing and support tools.
S
P
R
Create a PerfexCRM invoice when a Stripe charge succeeds, and add a message to the related Reamaze conversation.
Successful Stripe payments automatically generate an invoice in PerfexCRM and update your Reamaze conversation, keeping billing and support teams informed.
S
P
R
Search for a PerfexCRM customer when a Stripe customer is updated, and update the contact details in Reamaze.
Customer updates in Stripe automatically locate the matching PerfexCRM record and update contact details in Reamaze without manual searching.

Supported triggers and actions for PerfexCRM and Reamaze

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
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Reamaze
Reamaze Triggers & Actions
Message is created in Reamaze
Triggers the automation when a new message is created
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Conversation is created in Reamaze
Triggers the automation when a new conversation is created
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Contact is created in Reamaze
Triggers the automation when a new contact is created
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Create SMS conversation in Reamaze
Starts a new sms conversation
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Add message to conversation in Reamaze
Adds a message to the ongoing conversation
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Create SMS contact in Reamaze
Adds a new sms contact
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Create conversation in Reamaze
Start a new conversation with speicified recipients
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Create contact in Reamaze
Adds a new contact to the database
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Search contact by email in Reamaze
Finds and retrieves contact information using their email address
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Update contact using email in Reamaze
Updates contact information using its email
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Search messages sent by sender in Reamaze
Searches for messages sent by a sender
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What can you automate with PerfexCRM + Reamaze?

Streamline your customer support and client management by connecting your helpdesk conversations directly to your CRM workflows.

What you can automate?
๐Ÿ”„
Create PerfexCRM leads from new Reamaze chats
Automatically generate a new lead in PerfexCRM the moment a customer initiates a conversation in Reamaze. Inbound inquiries become actionable sales opportunities instantly.
๐Ÿ“
Capture every submitted contact detail
Map names, email addresses, phone numbers, and initial messages from Reamaze directly into corresponding PerfexCRM customer and contact records without manual typing.
๐Ÿ””
Alert team members instantly on chat
Notify your sales or support channels in Slack the second a new conversation or support ticket is created, ensuring rapid follow-up times.
๐Ÿ”€
Route records based on submitted inquiry type
Create different workflows depending on whether a Reamaze chat is tagged as a billing question, technical support request, or new sales lead.
๐Ÿ”„
Keep customer profiles updated across platforms
Automatically search for existing records and update customer information in PerfexCRM whenever client details change in Reamaze.
๐Ÿ”
Search and update instead of creating duplicates
Check whether a customer already exists in PerfexCRM before creating a new entry, keeping your database clean and free of duplicate profiles.
๐Ÿงพ
Generate invoices when billing chats arrive
Create a PerfexCRM invoice automatically when customer support conversations confirm a purchase or subscription renewal.
โšก
Extend your workflow to external apps
Connect your PerfexCRM and Reamaze flow to Stripe, QuickBooks Online, Slack, Gmail, Google Drive, or Typeform to automate multi-app business processes.
And much more...

Who is PerfexCRM + Reamaze integration for?

Connecting PerfexCRM and Reamaze helps support, sales, and finance teams eliminate manual data entry, keep customer records synchronized, and streamline client communication across systems.

Operations directors
Operations directors
Support team leads
Support team leads
Account managers
Account managers
Customer support agents
Customer support agents
Sales representatives
Sales representatives
Project managers
Project managers
๐Ÿ“ˆ
Operations directors
You review support and sales metrics to forecast team workload, but your PerfexCRM records only update when staff manually export chats, so your conversion dashboards are always outdated โ€” with this integration, every new conversation populates your CRM instantly and your reports stay accurate.
โšก
Support team leads
You need to assign incoming customer issues immediately, but chat logs remain trapped in Reamaze until someone manually copies them over, so high-priority tickets are discovered too late โ€” automating both apps means every interaction creates a ticket instantly and your team acts without delay.
๐Ÿค
Account managers
You report project milestones and communication history to clients who expect real-time transparency, but scattered chat transcripts leave gaps in your PerfexCRM project logs โ€” connecting these apps means every interaction is recorded automatically and client reviews run smoothly.
๐Ÿ“Š
Customer support agents
You handle high volumes of inbound inquiries every day and waste hours manually creating duplicate customer records across your helpdesk and CRM platforms โ€” this integration means contact details flow automatically between systems and you can focus entirely on helping clients.
๐Ÿ’ผ
Sales representatives
You depend on support staff to hand over qualified prospect chats so you can follow up with proposals, but manual notifications cause hours of delay โ€” automating both apps means every lead is created in PerfexCRM the moment a chat starts and you can reach out immediately.
๐Ÿ—‚๏ธ
Project managers
You maintain a complete history of client communications and project tasks in PerfexCRM, but missing chat transcripts leave blind spots in your audit trails โ€” connecting these apps means every customer message and contact is logged accurately and your project history remains complete.
Our team

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

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Why choose Integrately to automate PerfexCRM + Reamaze

Build and manage your PerfexCRM + Reamaze 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 + Reamaze 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 โ€” 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?

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Frequently Asked Questions

How do I connect PerfexCRM to Reamaze?
Frequently Asked Questions
You can connect PerfexCRM to Reamaze in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation. It takes minutes to link your accounts alongside tools like Stripe, Slack, and Gmail.
Can I automatically create a PerfexCRM lead when a Reamaze conversation is created?
Frequently Asked Questions
Can I connect PerfexCRM, Reamaze, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for PerfexCRM and Reamaze?
Frequently Asked Questions
How does PerfexCRM handle incoming customer data from Reamaze?
Frequently Asked Questions
Can Reamaze trigger contact updates in PerfexCRM?
Frequently Asked Questions
Do I need coding skills to automate PerfexCRM and Reamaze?
Frequently Asked Questions
Is the PerfexCRM and Reamaze integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or Reamaze With 1500+ Other Apps

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