PerfexCRM + Zoho People Integration

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Create Your Own PerfexCRM & Zoho People Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Record is created/updated in Zoho People
Triggers the automation when a new record is created or an existing record is updated

Create lead in PerfexCRM
Generates new leads for potential customers
Search lead in PerfexCRM
Retrieves information for a particular lead
Create customer in PerfexCRM
Adds a new customer to the database
Create ticket in PerfexCRM
Generates a new ticket
Search customer in PerfexCRM
Locates and retrieves customer information
Update customer in PerfexCRM
Updates a customer's information
Create task in PerfexCRM
Creates a new task
Create contact in PerfexCRM
Adds a new contact to the database
Create invoice in PerfexCRM
Generates invoices for sales transactions
Search invoice in PerfexCRM
Locates and retrieves invoices with
Update task in PerfexCRM
Updates the task with new information or changes
Search task in PerfexCRM
Searches for a task
Create project in PerfexCRM
Creates a new project
Search project in PerfexCRM
Searches for a project
Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
Search ticket in PerfexCRM
Searches for a ticket
Create HR file in Zoho People
Automatically creates a new HR file
Create company file in Zoho People
Automatically creates a new company file
Create attendance entry in Zoho People
Automatically creates a new attendance entry for an employee
Get record by id in Zoho People
Automatically retrieves a specific record by its ID
Update record in Zoho People
Automatically updates an existing record
Create record in Zoho People
Automatically creates a new record

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You Can Also Connect PerfexCRM or Zoho People With 1200+ 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 Integrations

Zoho People is an online HR management software that helps automate all HR processes efficiently.You can keep track of your employees' performance, streamline your recruitment process, and manage your payroll with ease.

See Zoho People Integrations