PerfexCRM + Microsoft Outlook Integration

Connect PerfexCRM to Microsoft Outlook - Automate your workflows in 1-click

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Create PerfexCRM contact for new Microsoft Outlook contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Outlook - PerfexCRM integration, anytime a new Microsoft Outlook contact is created, an PerfexCRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

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Email is created in Microsoft Outlook
Calendar event is created in Microsoft Outlook
Calendar event is started in Microsoft Outlook
Calendar event is updated in Microsoft Outlook
Contact is created in Microsoft Outlook
Contact is updated in Microsoft Outlook

Create lead in PerfexCRM
Search lead in PerfexCRM
Create customer in PerfexCRM
Create ticket in PerfexCRM
Search customer in PerfexCRM
Update customer in PerfexCRM
Create task in PerfexCRM
Create contact in PerfexCRM
Create invoice in PerfexCRM
Search invoice in PerfexCRM
Update task in PerfexCRM
Search task in PerfexCRM
Create project in PerfexCRM
Search project in PerfexCRM
Add staff in PerfexCRM
Search ticket in PerfexCRM
Delete contact in Microsoft Outlook
Send email in Microsoft Outlook
Create event in Microsoft Outlook
Create contact in Microsoft Outlook
Update contact in Microsoft Outlook
Search contact in Microsoft Outlook
Create draft email in Microsoft Outlook
Get attachments in Microsoft Outlook
Search event in Microsoft Outlook
Update event in Microsoft Outlook

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Integrate PerfexCRM & Microsoft Outlook In 1 Click
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You Can Also Connect PerfexCRM or Microsoft Outlook 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 Integrations

Microsoft Outlook is your one-stop shop for staying connected, productive, and on-top of business. It is a highly functional solution providing you with email, calendars, contacts management, tasks and notes all in one place.

See Microsoft Outlook Integrations