PerfexCRM + TMetric Integration

Integrate PerfexCRM to TMetric in one click, or tell Integrately AI how you want each task handled. Create tasks, log time entries, update project statuses, and keep your remote team aligned automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • TMetric
    Task is created in TMetric
  • TMetric
    Task is completed in TMetric
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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
  • TMetric
    Create task in TMetric
  • TMetric
    Create time entry in TMetric
  • TMetric
    Start timer in TMetric
  • TMetric
    Stop timer in TMetric
  • TMetric
    Create client in TMetric
  • TMetric
    Create project in TMetric

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Ready WorkflowsReady Workflows   for PerfexCRM + TMetric Integration

Track billable hours, sync completed tasks, update projects, alert your team, and generate invoices, 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 PerfexCRM + TMetric flow

Sync tracked time and CRM tasks with your messaging, storage, and finance tools. Pick a combination and activate it in one click.

PerfexCRM
TMetric
+
SlackSlack (3)
+
TrelloTrello (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
ZoomZoom (3)
T
P
S
When a task is created in TMetric, create a task in PerfexCRM, and notify your team instantly on Slack.
New TMetric tasks appear immediately as tasks in PerfexCRM while your Slack channel gets an instant alert, so your team stays coordinated.
T
P
S
When a task is completed in TMetric, update the task in PerfexCRM, and post a progress update in Slack.
Completed TMetric tasks update your PerfexCRM records automatically and post a completion notice to Slack, eliminating manual status checks.
T
P
S
Use Claude to summarise every completed TMetric task, create a task in PerfexCRM, and alert your team in Slack.
Claude generates a concise summary of completed TMetric tasks before creating a PerfexCRM task and notifying your team in Slack.

Supported triggers and actions for PerfexCRM and TMetric

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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TMetric
TMetric Triggers & Actions
Task is created in TMetric
Triggers the automation when a new task is created
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Task is completed in TMetric
Triggers the automation when any task is completed
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Create task in TMetric
Creates a new task
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Create time entry in TMetric
Creates a new time entry without manual input
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Start timer in TMetric
Initiates a countdown or stopwatch for tracking time
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Stop timer in TMetric
Stops the timer countdown
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Create client in TMetric
Generates a new client profile
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Create project in TMetric
Creates a new project
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What can you automate with PerfexCRM + TMetric?

Streamline your workflow by connecting task creation, time tracking, project management, and client communication.

What you can automate?
Sync new tasks from time tracker to CRM
Create a task in PerfexCRM automatically the moment a task is created in TMetric. Eliminate manual data transfer and keep your project pipelines synchronized.
📋
Capture every submitted task detail
Map all task parameters and project descriptions between TMetric and PerfexCRM instead of basic titles. Your CRM records become a reliable project archive.
🔔
Alert your team instantly on completion
Notify your team in Slack or via email the second a TMetric task is completed. Keep stakeholders informed without chasing status reports.
🔀
Route tasks based on submitted project fields
Assign tasks to specific PerfexCRM projects or staff members depending on category tags or client criteria submitted in TMetric.
🔄
Keep project records continuously up to date
Update existing PerfexCRM tasks and customer statuses whenever corresponding time entries or completions occur in TMetric.
🔍
Search and update instead of creating duplicates
Search existing PerfexCRM customers and tasks before adding new records, preventing duplicate entries and cluttered databases.
⏱️
Manage time entries and timer states
Start timers, stop tracking, and create detailed time entries in TMetric directly from actions taken within your PerfexCRM workflows.
🌐
Extend your workflow to messaging and finance apps
Connect your PerfexCRM and TMetric flow to Slack, QuickBooks Online, or Google Drive to automate invoicing, document storage, and team alerts.
And much more...

Who is PerfexCRM + TMetric integration for?

Connect PerfexCRM and TMetric to automate project tracking, sync billable hours, eliminate manual data entry, and keep remote teams fully aligned.

Project managers
Project managers
Freelancers and remote teams
Freelancers and remote teams
Agency owners
Agency owners
Operations leads
Operations leads
Client account managers
Client account managers
Finance and billing specialists
Finance and billing specialists
📈
Project managers
You're reviewing team time logs across different tools, but your CRM project boards only update when someone manually exports records, so your milestone counts are always a few hours behind — with this integration, every completed task updates your system instantly and your project data stays current.
💻
Freelancers and remote teams
You're tracking billable hours in time trackers while managing client requests in your CRM, but forgetting to copy over completed items leads to missing invoices — with this integration, every tracked task flows straight into your client records so nothing gets missed.
🏢
Agency owners
You need to report billable progress to clients, but disjointed time tracking and CRM data leave gaps in your weekly reports — with this integration, every task and time entry connects seamlessly to give you accurate project reporting.
⚙️
Operations leads
You're manually transferring new tasks between tracking software and client management databases every single day, leading to bottlenecks — with this integration, every task creation triggers instant records across your entire stack.
🤝
Client account managers
You depend on team members to hand over task updates before you can brief clients, causing frustrating communication delays — with this integration, task completions update your CRM and notify your team immediately.
💰
Finance and billing specialists
You spend hours cross-referencing timesheets with CRM invoices because billable hours aren't logged in one place, risking billing errors — with this integration, every tracked time entry aligns with your customer accounts automatically.
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 + TMetric

Build and manage your PerfexCRM + TMetric 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 + TMetric 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
Price Comparison with Popular Alternatives
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect PerfexCRM to TMetric?
Frequently Asked Questions
You can connect PerfexCRM to TMetric in 1 click using ready templates on Integrately. Choose a pre-built workflow or ask Integrately AI to set up your automation alongside tools like Slack, Trello, and Google Drive.
Can I automatically create PerfexCRM tasks from TMetric tasks?
Frequently Asked Questions
Can I connect PerfexCRM, TMetric, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for PerfexCRM and TMetric?
Frequently Asked Questions
How does PerfexCRM handle new task creation in workflows?
Frequently Asked Questions
Can TMetric task completion update my CRM records?
Frequently Asked Questions
Do I need coding skills to automate PerfexCRM and TMetric?
Frequently Asked Questions
Is the PerfexCRM and TMetric 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.

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