How to Get Started with Perfex CRM on Zapier

About Perfex CRM's Integration

What kind of authentication does Perfex CRM use?

Perfex CRM uses API Keys.

Do I need a paid Perfex CRM account to use Perfex CRM with Zapier?

You need a paid Perfex CRM license to use Perfex CRM with Zapier.

Do I need special account permissions in Perfex CRM to use Perfex CRM with Zapier?

There aren't any specific Perfex CRM account permissions to connect Perfex CRM to Zapier.

Are there any API token limits in Perfex CRM when I use Perfex CRM with Zapier?

No, there are no token limits when using Perfex CRM with Zapier.

Are there any webhook subscription limits in Perfex CRM when I use Perfex CRM with Zapier?

Perfex CRM doesn't have any webhook subscription limits when you use Perfex CRM with Zapier.

Are custom fields in Perfex CRM supported when I use Perfex CRM with Zapier?

No, Perfex CRM does not support custom fields.

Does Perfex CRM use real trigger samples from my Perfex CRM account?

Yes, Perfex CRM provides real trigger samples from your Perfex CRM account.

What kind of Perfex CRM hosted account can I use with Zapier?

Perfex CRM's Zapier integration supports both self-hosted and cloud-hosted accounts.

Connecting with Perfex CRM

When you create a Perfex CRM Zap, you'll be asked to enter your Perfex CRM API key.

To locate your API Key in your Perfex CRM account, please follow these steps:

1. Buy the Zapfex Connector module.
2. Install it by going to Perfex CRM Settings -> Module -> upload new module.
3. Activate the module.
4. Go to Dashboard -> Zapfex Item menu.
5. Click License.
6. Paste the license code provided by email after purchase.
7. Click Activate
8. Go to Dashboard -> Zapfex Item menu -> click Auth token.
9. Click Generate auth token.
10. Copy and paste the base site URL and auth token into Zapier.
    Paste your key back into your Zapier account and then “Continue.”

If all steps were successful, your Perfex CRM account will now be successfully connected.