PerfexCRM + Ringover Integration

Integrate PerfexCRM to Ringover in one click, or tell Integrately AI how you want each lead handled. Capture call details, create leads and contacts, update customer records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Ringover
    Call is hang-up/end in Ringover Instant
  • Ringover
    Call is answered in Ringover Instant
  • Ringover
    After call event is created in Ringover Instant
  • Ringover
    Message is sent in Ringover Instant
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2.

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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your PerfexCRM + Ringover flow

Send follow-up emails, alert your team on messaging apps, and sync billing data once your call and CRM workflows finish. Pick a combination and activate it in one click.

PerfexCRM
Ringover
+
GmailGmail (3)
+
SlackSlack (2)
+
StripeStripe (1)
+
HubSpotHubSpot (1)
+
Google CalendarGoogle Calendar (1)
+
Google DriveGoogle Drive (1)
R
P
G
When a Ringover call ends, create a lead in PerfexCRM, and send a summary email in Gmail
Ringover call logs turn into PerfexCRM leads instantly while Gmail emails your team the conversation summary, removing manual data entry.
R
P
G
When a Ringover call is answered, create a customer in PerfexCRM, and send a welcome email in Gmail
Answered calls in Ringover automatically generate PerfexCRM customer profiles and trigger welcoming emails via Gmail.
R
P
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When a Ringover message is sent, search customer in PerfexCRM, and send a follow-up email in Gmail
Text messages sent in Ringover trigger customer searches in PerfexCRM and follow-up emails in Gmail.

Supported triggers and actions for PerfexCRM and Ringover

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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Ringover
Ringover Triggers & Actions
Instant
Call is hang-up/end in Ringover
Triggers the automation when a call is hung up or ended
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Instant
Call is answered in Ringover
Triggers the automation when a call is answered
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Instant
After call event is created in Ringover
Triggers the automation when any event is created after the call
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Instant
Message is sent in Ringover
Triggers the automation when a new message is sent
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Get contact by id in Ringover
Retrieves a contact's information based on their id
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Create contact in Ringover
Adds a new contact to the database
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Update contact last name in Ringover
Updates the last name of a contact
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Delete contact in Ringover
Removes a contact from the address book
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Add new number to contact in Ringover
Append a new phone number to an existing contact in the address book
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Update contact first name in Ringover
Updates the first name of a contact
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Update contact company in Ringover
Updates the company information of a contact in your database
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Update contact phone number in Ringover
Updates the number of a contact
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Search contact in Ringover
Finds and retrieves contact information
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Send text message in Ringover
Sends a text message
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Create call back in Ringover
Schedules a callback
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What can you automate with PerfexCRM + Ringover?

Streamline your communication and CRM workflows by connecting call events directly to lead creation, task management, and customer updates.

What you can automate?
📞
Create PerfexCRM leads from Ringover calls
Automatically generate a new lead or customer in PerfexCRM the moment a call ends or is answered in Ringover.
📝
Capture complete call and message data
Save full call details, message logs, and contact notes directly into your PerfexCRM customer profiles without manual copy-pasting.
🔔
Alert your team to customer calls
Notify team members on Slack or email as soon as important calls finish or customer messages arrive.
🔀
Route leads based on call outcomes
Trigger different PerfexCRM actions depending on whether a call was answered, missed, or completed.
🔄
Keep customer records synchronized
Update customer contact numbers, names, and company details in PerfexCRM whenever changes occur in Ringover.
🔍
Search and update existing records
Search for existing customers in PerfexCRM before creating new entries to prevent duplicate profiles.
📋
Manage tasks and tickets automatically
Create support tickets or follow-up tasks in PerfexCRM instantly after a Ringover conversation ends.
🌐
Extend workflows to external tools
Connect your Ringover and PerfexCRM data to Slack, Gmail, Stripe, or HubSpot for streamlined business operations.
And much more...

Who is PerfexCRM + Ringover integration for?

Support teams and sales reps managing client communications and client databases will save hours by connecting call management directly to client workflows.

Sales managers
Sales managers
Support agents
Support agents
Account executives
Account executives
Operations leads
Operations leads
Project managers
Project managers
Customer success reps
Customer success reps
📈
Sales managers
You're tracking call outcomes and sales leads across separate systems, but your pipeline reports are always missing recent call data — with this integration, every ended call creates a lead in PerfexCRM instantly and your pipeline numbers stay up to date.
🎧
Support agents
You're managing customer queries and support tickets by hand, but important call details slip through the cracks before they get logged — automating both apps means every phone interaction automatically creates a support ticket in PerfexCRM so nothing gets missed.
🤝
Account executives
You're updating client profiles after every phone conversation, but manual entry leads to outdated contact information and delayed follow-ups — this integration means every call event updates customer records in PerfexCRM and keeps your data accurate.
📊
Operations leads
You're handling high volumes of daily client calls, but team members waste hours manually copying call logs into customer profiles — connecting these apps means call data flows directly into PerfexCRM tasks and customer lists without manual entry.
💼
Project managers
You're coordinating client projects based on verbal agreements, but project updates fail to match recent phone communications — this integration means every call note immediately creates project tasks in PerfexCRM for your team to execute.
🗂️
Customer success reps
You're searching for client history across disconnected tools, but phone records and customer profiles frequently drift out of sync — automating both apps means customer interactions in Ringover automatically update PerfexCRM customer histories for complete visibility.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate PerfexCRM + Ringover

Build and manage your PerfexCRM + Ringover 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 + Ringover 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 PerfexCRM to Ringover?
Frequently Asked Questions
You can connect PerfexCRM to Ringover instantly using 1-click automations or ask Integrately AI to build the workflow. It links PerfexCRM, Ringover, and apps like Gmail, Slack, and HubSpot without any coding.
Can I automatically create PerfexCRM leads from Ringover calls?
Frequently Asked Questions
Can I connect PerfexCRM, Ringover, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for PerfexCRM and Ringover?
Frequently Asked Questions
How does PerfexCRM handle lead creation from phone calls?
Frequently Asked Questions
Can Ringover update customer records in PerfexCRM automatically?
Frequently Asked Questions
Do I need coding skills to automate PerfexCRM and Ringover?
Frequently Asked Questions
Is the PerfexCRM and Ringover integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

PerfexCRM
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Ringover
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