Perfex CRM
Perfex CRM
Perfex CRM

Perfex CRM

Connect Perfex CRM with any app

Automate Perfex CRM tasks inside Latenode: update client details, trigger invoices, or send notifications. Use visual workflows to sync Perfex data with accounting software or marketing platforms. Add custom logic with JavaScript, control the browser for complex tasks, and scale without per-step costs.

We are constantly expanding our platform by adding new app integrations (check our updates timeline).

If you need an app integration that is not available, you can request it in three ways below:

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
AI Agent

AI Agent

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Twitch

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Google drive

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Gravity Forms

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Google docs

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Google sheets

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Google calendar

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Google Analytics

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Gmail

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Github

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Giphy

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Calendly

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Amazon S3

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Zoom

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

YouTube

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Stripe

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Strava

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Spotify

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Shopify

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Salesforce

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Reddit

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

QuickBooks

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Paypal

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

OpenAI ChatGPT

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

MySQL

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Jira

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

HubSpot

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

TikTok

TikTok

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Tableau

Tableau

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Bybit

Bybit

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Zoho Projects

Zoho Projects

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Everhour

Everhour

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Dropcontact

Dropcontact

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Foxit

Foxit

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Easyship

Easyship

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

OpenAI Video Generation

OpenAI Video Generation

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Wappi: WhatsApp

Wappi: WhatsApp

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Raindrop

Raindrop

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Splitwise

Splitwise

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

SurveyMonkey

SurveyMonkey

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Snowflake

Snowflake

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Databricks

Databricks

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Fireflies.ai

Fireflies.ai

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Simplybook

Simplybook

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Magento

Magento

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Magento 2(OpenSource)

Magento 2(OpenSource)

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Microsoft Power BI

Microsoft Power BI

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Glide

Glide

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Browser Use

Browser Use

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Customer.io

Customer.io

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Zoho Invoice

Zoho Invoice

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

TidyCal

TidyCal

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Inoreader

Inoreader

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

ConvertAPI

ConvertAPI

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Atera

Atera

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Realgeeks

Realgeeks

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Amazon Redshift

Amazon Redshift

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Cloudinary

Cloudinary

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

AI: Text-To-Speech

AI: Text-To-Speech

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Replicate

Replicate

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Zoho Desk

Zoho Desk

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Phantombuster

Phantombuster

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

QuestionPro

QuestionPro

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

pdfFiller

pdfFiller

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Feedly

Feedly

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Captions

Captions

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

LearnDash

LearnDash

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Whisper

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Confluence

Confluence

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

iLovePDF

iLovePDF

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Pinecone

Pinecone

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Google Cloud BigQuery (REST)

Google Cloud BigQuery (REST)

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Alegra

Alegra

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Caption AI

Caption AI

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Kintone

Kintone

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Zendesk Sell

Zendesk Sell

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

TickTick

TickTick

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Tamtam

Tamtam

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

OpenAI Image Generation

OpenAI Image Generation

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

AI GPT Router

AI GPT Router

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

OpenAI Responses

OpenAI Responses

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

CloudTalk

CloudTalk

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

NetSuite

NetSuite

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Fotor

Fotor

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Square

Square

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Beehiiv

Beehiiv

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Figma

Figma

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Acapela Cloud

Acapela Cloud

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

WhatsApp Personal Account

WhatsApp Personal Account

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Vitally

Vitally

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Telegram Personal Account

Telegram Personal Account

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Recruitee

Recruitee

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

OpenPhone

OpenPhone

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

LinkedIn Personal Account

LinkedIn Personal Account

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Contacts+

Contacts+

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Miro

Miro

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Systeme IO

Systeme IO

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Memberstack

Memberstack

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Launch27

Launch27

We're working on a page about this integration, but you can try it on Latenode right now β€” just Sign up and Start for Free!

Describe What You Want to Automate

Latenode will turn your prompt into a ready-to-run workflow in seconds

Powered by Latenode AI

Request history:

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat.

It'll take a few seconds for the magic AI to create your scenario.

Ready to Go

Name nodes using in this scenario

Open in the Workspace

How it works?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Change request or modify steps below:

Step 1: Application one

-

Powered by Latenode AI

Something went wrong while submitting the form. Try again later.
Try again

What is Perfex CRM

Perfex CRM is a customer relationship management software designed to streamline business processes, manage customer interactions, and improve overall efficiency. It offers tools for lead management, sales automation, project tracking, invoicing, and support ticketing, providing a centralized platform for managing customer-related activities and improving communication across various departments within an organization. It helps businesses organize and track interactions.

Integrating Perfex CRM with Latenode enables powerful automation beyond standard CRM capabilities. Trigger workflows based on new leads, updated customer data, or project milestones. Latenode's visual builder and headless browser allow you to create custom integrations, like automatically generating personalized documents or integrating AI to analyze customer sentiment from interactions, extending Perfex CRM with complex logic and data transformations. Use its no-code design.

What are Perfex CRM Integrations For?

Perfex CRM integrations let teams automate sales and support tasks. Connect Perfex CRM to accounting, marketing, and project tools. Automate lead management to focus on the best opportunities. Sync client details across systems for a unified view.

Latenode excels in connecting Perfex CRM due to its flexibility. You can build complex workflows with multiple apps and custom logic. Handle complex data transformations and routing with our visual builder.

  • Finance: Create invoices in accounting software when a project is complete in Perfex CRM.
  • Customer Support: Generate support tickets from CRM interactions to track support requests.
  • Marketing: Add new Perfex CRM leads to email marketing campaigns to engage prospects.

Latenode allows you to use built-in AI tools for task automation. Build headless browser automation for web tasks. Run async flows and use unlimited branching for precise control. Benefit from compute-based pricing without per-step limits.

How to Use Perfex CRM Integrations

Perfex CRM integrations enable new automations in Latenode. Connect your CRM data to other apps and services. React to new leads, projects, or invoice events. Keep data synced and workflows running across teams.

Here's How to Use Perfex CRM integration in Latenode:

  • Add the node: Find Perfex CRM in the integrations menu and add it.
  • Connect account: Use your Perfex CRM credentials to link the account.
  • Pick a trigger: Select the event that starts your Latenode flow.
  • Define actions: Choose what happens when that event occurs.

These steps help build automated sales and support workflows. Send invoice reminders, onboard new clients, and track project status. Create dashboards by syncing data into analytics tools. Keep everyone informed and your CRM data up-to-date.

  • Faster follow-ups: Instantly send welcome emails to new Perfex CRM leads.
  • Better data quality: Update records in other apps when details change.
  • Happier clients: Send tailored support messages based on project milestones.

See what Perfex CRM can do in your workflows

Triggers set your workflows in motion, and actions bring results. Connect apps in endless ways and explore new possibilities with every integration.

What is Perfex CRM?

What is Perfex CRM

Perfex CRM is a customer relationship management software designed to streamline business processes, manage customer interactions, and improve overall efficiency. It offers tools for lead management, sales automation, project tracking, invoicing, and support ticketing, providing a centralized platform for managing customer-related activities and improving communication across various departments within an organization. It helps businesses organize and track interactions.

Integrating Perfex CRM with Latenode enables powerful automation beyond standard CRM capabilities. Trigger workflows based on new leads, updated customer data, or project milestones. Latenode's visual builder and headless browser allow you to create custom integrations, like automatically generating personalized documents or integrating AI to analyze customer sentiment from interactions, extending Perfex CRM with complex logic and data transformations. Use its no-code design.

What are Perfex CRM Integrations?

What are Perfex CRM Integrations For?

Perfex CRM integrations let teams automate sales and support tasks. Connect Perfex CRM to accounting, marketing, and project tools. Automate lead management to focus on the best opportunities. Sync client details across systems for a unified view.

Latenode excels in connecting Perfex CRM due to its flexibility. You can build complex workflows with multiple apps and custom logic. Handle complex data transformations and routing with our visual builder.

  • Finance: Create invoices in accounting software when a project is complete in Perfex CRM.
  • Customer Support: Generate support tickets from CRM interactions to track support requests.
  • Marketing: Add new Perfex CRM leads to email marketing campaigns to engage prospects.

Latenode allows you to use built-in AI tools for task automation. Build headless browser automation for web tasks. Run async flows and use unlimited branching for precise control. Benefit from compute-based pricing without per-step limits.

How to Use Perfex CRM Integrations

Perfex CRM integrations enable new automations in Latenode. Connect your CRM data to other apps and services. React to new leads, projects, or invoice events. Keep data synced and workflows running across teams.

Here's How to Use Perfex CRM integration in Latenode:

  • Add the node: Find Perfex CRM in the integrations menu and add it.
  • Connect account: Use your Perfex CRM credentials to link the account.
  • Pick a trigger: Select the event that starts your Latenode flow.
  • Define actions: Choose what happens when that event occurs.

These steps help build automated sales and support workflows. Send invoice reminders, onboard new clients, and track project status. Create dashboards by syncing data into analytics tools. Keep everyone informed and your CRM data up-to-date.

  • Faster follow-ups: Instantly send welcome emails to new Perfex CRM leads.
  • Better data quality: Update records in other apps when details change.
  • Happier clients: Send tailored support messages based on project milestones.
  • Marketing: New AWeber subscribers are added as leads in Perfex CRM. This helps track marketing campaign effectiveness.
  • Customer Support: Create Slack channel messages for new Perfex CRM support tickets. This improves team response times.
  • Sales: Update Perfex CRM when a Pipedrive deal stage changes. This keeps sales data accurate and current.
  • Project Management: Create Asana tasks from new Perfex CRM project milestones. Project progress is tracked efficiently.
  • Finance: Generate QuickBooks invoices from Perfex CRM project contracts. This automates billing processes.

Best integrations for Perfex CRM

Types of Perfex CRM Integrations

Connect Perfex CRM to automate key tasks. Increase efficiency across departments. The workflows below show common use cases. They are ready to implement in Latenode.

  • Sales: Create Perfex CRM contacts from new lead data automatically.
  • Marketing: Update contact properties after form submissions.
  • Customer Service: Create tickets from new Perfex CRM support requests.
  • Project Management: Get notified of new projects in Perfex CRM.
  • Finance: Create invoices from updated project statuses.
  • eCommerce: Add new customers from online store purchases.
  • Data Management: Enrich Perfex CRM data with external sources.
  • Reporting: Generate custom reports from Perfex CRM activity.

Automate Perfex CRM to manage your business. Handle data and processes better. Use Latenode’s integration to build custom solutions. Start automating your Perfex CRM today.

  1. Slack. Get notified in a dedicated channel when new clients are added to Perfex CRM, ensuring immediate team awareness.
  2. Google Sheets. Automatically back up Perfex CRM project data to a spreadsheet for reporting and historical analysis.
  3. Mailchimp. Add new Perfex CRM contacts to a specific email list for targeted marketing campaigns.
  4. Jira. Create new Jira issues when a project milestone is reached in Perfex CRM, connecting project management and development workflows.
  5. QuickBooks. Generate invoices in QuickBooks when a project is marked as complete in Perfex CRM, automating billing processes.
  6. Twilio. Send SMS reminders to clients about upcoming appointments scheduled in Perfex CRM.
  7. Microsoft Teams. Post daily sales reports from Perfex CRM into a Teams channel for team performance tracking.
  8. Google Calendar. Create calendar events from Perfex CRM task deadlines, ensuring team members are aware of upcoming due dates.

FAQ for Perfex CRM

What is a lead in Perfex CRM?

A lead in Perfex CRM represents a potential customer or business opportunity. It's a contact that hasn't yet qualified as a client. Track leads, convert them to clients, and manage interactions efficiently within the system.

How can I automate tasks in Perfex CRM?

You can automate various Perfex CRM tasks by integrating it with Latenode. Latenode allows you to create automated workflows to handle tasks like lead creation, notifications, and data synchronization with other apps.

Where can I find reports in Perfex CRM?

Perfex CRM offers a variety of reports within the "Reports" section. Access financial reports, sales reports, task reports, and more. These reports provide valuable insights into your business performance for better decision-making.

Reviews

Discover User Insights and Expert Opinions on Automation Tools πŸš€

Jenn
Saas Owner
January 16, 2025

I got the n8n self-hosted installed but it was not working for how we needed it. Plus, if you do not know how to update it correctly, you will lose all your workflows if you do not back them up. Ask me how I know, lol. One advantage Latenode has is customer service on chat. It might take a few minutes up to an hour but they will respond. With the others, it took 24 hours or longer.

Francois H.
Web Developer
June 26, 2025

Better and easier than other platforms. I like the pricing and the fact that the node has an AI to assist woth ease of use.This will be my primary go to in the future. Easy to use, Can update quick and integrates easily with prompts that assist me where to find information. The support is automated but also find the customer support quick and informative. You can use this all the time, and easy to implement.

‍

Rami A
Technical Director
June 29, 2025

One of the best Ai agents builder on the internet. It's so easy to use it, specially with all these ready to use nodes and templates.

Felipe Matos
Saas Owner
January 30, 2025

Much better than Make. It has better logic handling of nodes and loops, AI steps, and Javascript code running nodes that are really games changes. Plus, its price is better.

Dominik Herceg
SaaS Owner
March 3, 2025

Latenode has been a fantastic solution for automating tasks in my SaaS project, FirMate. The platform is super easy to use, with a clean drag-and-drop interface and great API integration, making automation seamless. The AI Copilot is a big helpβ€”it makes debugging and workflow ideas so much easier! It’s saved me loads of time and lets me focus on growing my business. If they add more templates, it’ll be even better. Highly recommended for SaaS owners looking to simplify their processes!

Almeida JosΓ©
Creator
March 31, 2025

My experience with Latenode has been fantastic. As a beginner in AI agents, I found their platform to be user-friendly and supportive. I particularly appreciate the resources available for newcomers like myself. I hope they continue to expand their offerings, especially by adding more templates for video-generating AI agents. This would be a great addition for those of us looking to explore and create in this exciting field.

Knasterrr De
Knasterrr De
August 10, 2025

Latenode is a great alternative to other major AI Agent tools, since: 1. The Overlay is really beginner-friendly, 2. You can use it for free, 3. Latenode includes a lot of resources to use!

Francisco de Paula S.
Web Developer Market Research
February 8, 2025

"Limitless automation integrations no matter what your use case. The AI javascript code generator node is a life saver, if you get to a pont in the automation the a tool or node is not yet created to interact with latenode, the AI node can make the interaction have by writing the code thats needed for the interaction with the specific tool, just describe what you need and the AI will make it happen, the more detailed explanation you give the best response you will get."

‍

Charles S.
Founder Small-Business
January 3, 2025

"My new best kept secret! My favorite things about LateNode are the user interface and the code editor. Trust me, being able to write "some" of your own code makes a huge difference when you're trying to build automations quickly. It took me less than half the time and less frustration, to build an automation I tried to build in Make and n8n. Honestly, the code editor and the user interface are the best parts of using LateNode. If you want to build automations fast, write some of your own code. I tried building the same automation in Make and n8n and it took twice as long and was a lot more frustrating"

Sophia E.
Automation Specialist

Latenode is a cheaper but powerful alternative to the usual AI automation tools. It’s easy to use, even for beginners, thanks to its simple and intuitive interface. I only know the basics of Java, C++, and C, so when I saw the JavaScript option, I felt a bit nervous. Thankfully, the AI Copilot made everything much easier by guiding me step by step. I’ve spent weeks learning about Latenode on YouTube because it really caught my interest. Compared to other AI tools, I think this one is the better choice. Although Latenode is still new and in development, it has great potential to become the best tool on the market in the future.

Germaine H.
Founder Information Technology
December 21, 2024

What I liked most about Latenode compared to the competition is that I did have the ability to write code and create custom nodes. Most other platforms are strictly no-code, which for me really limited what I could create with my scenarios. I also liked the AI function to assist with writing code. It has been years since I wrote anything besides a simple script, so it was good to have some assistance within the platform when needed.

Islam B.
CEO Computer Software
December 15, 2024

AI Nodes are amazing. You can use it without having API keys, it uses Latenode credit to call the AI models which makes it super easy to use. - Latenode custom GPT is very helpful especially with node configuration

Long N.
CEO, Software
October 25, 2024

I love this app! Completely perfect trial, I hope you guy can grow more. I love how they support users, in my case, there is a bug that make my own logics didn't work, but they support ASAP, fix the bug very soon, I want this app to grow!

‍

Petar V.
CEO, Computer Software
October 25, 2024

Best low code tool on market!! I am just starting my journey deeper but for time now this tool is excellent and it is far most better then make.com. I especially like the ease of use and the fact that for Google services, there's no need to manually go to the API or the Google console to look for the Client ID and similar things. For now evertyhing is perfectly fitted to my needs

‍

John T.
Marketing and Advertising, Self-employed
May 31, 2024

Affordable Automation with Robust Features – I've been using Latenode for over a month now, and I already prefer it over more popular options like Zapier, Pabbly, or Make. The biggest advantage of Latenode is its significantly lower automation costs, all while maintaining the same robust features. The only downside is the limited integrations, but that's understandable given that it's a newer player in the market. Overall, Latenode offers excellent value and has quickly become my go-to for automation needs. Significantly lower automation costs compared to Zapier, Pabbly, and Make Maintains the same robust features as more popular platforms Excellent value for money. Limited integrations due to being a newer player in the market

‍

Hemanth Kumar B.
Automation Expert
July 25, 2024

Relaible alternative to Zapier and Make with Extended Functionality -JS Node, Headless Browser, AI Assistant. Ease of use and Support Quality

‍

Livia F.
Owner and Developer Computer Software
November 8, 2024

I am being able to reduce the time of building my backend and still have low costs. The other platforms are way more expensive. And its always easier to measure the expenses of a scenario with Β Latenode. The customer suppost always respond super fast.

Christian Jade Yap Samson
@ChristianJade
April 6, 2024

You must try it! πŸ”₯ I've been blown away by Latenode's ease of use and affordability. As someone who's currently testing it out, I can honestly say it's exceeded my expectations at every turn. The platform itself is incredibly intuitive. They've struck a perfect balance between no-code and low-code functionality, making it accessible for beginners but powerful enough for complex automations. The best part? During my testing phase, I haven't encountered a single error. Everything has run smoothly and exactly as intended. Latenode is a game-changer for anyone looking to streamline their workflows without breaking the bank. It's a must-try for anyone looking to boost their productivity.

Hoang
@Hoang
September 6, 2024

Latenode, awesome support from the team and automation πŸš€ Latenode and their support team have been great and responsive in providing my team with support in creating a workflow where our data from Google Sheet Form Submissions will take the users that submitted the form and then use our OpenAI API to create newsletters to send to them. Their price point and use of credits through execution time allows it to be a cheaper alternative to Zapier or Make. Drag and drop modules give it a familiar experience when compared to its competitors and get the same job done at a cost-effective price.

Leland Best
@Leland_Best
April 1, 2024

Finally found what I was looking for...Even before seeing what was under the hood and meeting face to face with Daniel (CMO), I was already impressed with the business model compared to the others. As someone who's been marketing software products for over 2 decades, and a user of all things automation (to some extent or another) such as Zapier, Pabbly, n8n, and Active Pieces; I felt compelled to go right for a partnership deal with these guys. It was kind of a no-brainer. Looking forward to building some incredible automations for businesses around the world with this team.

Celiker Atak
@Celiker_Atak
April 15, 2024

Latenode is a powerful automation tool. Zapier is a powerful automation tool that can help businesses of all sizes save time and money. It's easy to use, even for those with no coding experience, and it can connect hundreds of different apps and services. However, it can be expensive for some users, and it can be difficult to troubleshoot when things go wrong.The best part of the application is that it is a cheaper system compared to other platforms πŸ”₯

Wael Esmair
@Wael_Esmair
March 21, 2024

Latenode is an extremely impressive product! Latenode's support for custom code has allowed us to tailor automation solutions precisely to our (and our clients) needs. The platform is super flexible and we are very excited to see what other non-typical use cases we can implement using their product. Support is very helpful and it's nice to know that we have a whole community to lean on.

Ryan
@Ryan
April 29, 2024

Latenode A Great Choice For Low Code. I have been working with Latenode for about 5 months moving some flows from other services. The move has been great and the team is very responsive when help was needed to learn the new system. Their pricing is better than I have seen anywhere else πŸ”₯

Hammad Hafeez
@HammadHafeez
July 10, 2024

Latenode is Hero πŸš€ Latenode blows away the competition with its unbeatable services: 99% uptime automations, affordable pricing saves me money, and the user-friendly interface keeps things running smooth plus for complex tasks, I can add custom code and headless browser automation. Forget Zapier, Latenode is my new workflow automation!

Srivamshi
@Srivamshi
April 29, 2024

Latenode = budget-friendly automation hero. Does everything I need, simple interface, great value. Ditch the expensive options! πŸ˜€

Doug
@Doug
March 6, 2024

Beginning of Great Things. They're new, but doing an excellent job providing a very serious alternative to their competition. As a beginner, Latenodes documentation, templates and affiliate connections are all helpful to get your flow ideas started. Very friendly to communicate with and looking forward to their success πŸš€

Stockton F.
@stockton_fisher
March 11, 2024

I honestly love how Latenode has approached automation. The "low-code" approach is perfect for my needs. I'm not a developer, but with the help of their AI helper I can get cool stuff done very quickly! For most of the time, the beautiful drag-n-drop canvas gets the job done very efficiently. I also love their method of creating your own "connectors" using nodules. Makes it very easy to re-use custom connection nodes in other scenarios. The pricing also makes a lot of sense if you're doing "less" but "longer running" processes.

‍

Sri Vamshi
April 29, 2024

Latenode is a hidden gem! If you use Zapier for automation, check this out. Super similar features but way, WAY more affordable. The free plan is generous, and it's easy to set up workflows even if you're not tech-savvy. Perfect for small businesses or anyone wanting to simplify their life with automation on a budget. Highly recommend!

‍

Mike Kirshtein
Founder & Leadership at Audax Group
March 5, 2024

Latenode has replaced Zapier and Make⚑️ Our business requires us to send lots of webhooks every day and we need a reliable service that's easy on the pockets and that's Latenode.

Mohamad Eldeeb
@mohamad_eldeeb
April 10, 2024

Really good solution to automate anything with any API ! Nice integration of AI.

‍

LoΓ―c Pipoz
@LoΓ―cPipoz
February 23, 2024

Really good solution to automate anything with any API ! Nice integration of AI. Would love if launching service on AWS EU !! πŸ”₯

‍

Chandresh Yadav
@ChandreshYadav
July 7, 2024

Works fine cheaper then Zapier! πŸ’Έ

‍

Nabil Narin
@NabilNarin
July 6, 2024

Latenode overall are great! πŸš€ Its great to see latenode because it offers cheaper price and also the platform are easy to navigate and not to steep for learning but maybe the documentation should be updated. everything else are perfect!

‍

Carlos Jimenez
@CarlosJimenez
August 28, 2024

Best automation tool for the price. The price model is excellent for complex automation. The integrations are dev friendly and the Code optiones are a life saver. I think this software is a incredible product with an awesome future πŸš€

‍

Perfex CRM integrations: Where they work best and how to use them

  • Marketing: New AWeber subscribers are added as leads in Perfex CRM. This helps track marketing campaign effectiveness.
  • Customer Support: Create Slack channel messages for new Perfex CRM support tickets. This improves team response times.
  • Sales: Update Perfex CRM when a Pipedrive deal stage changes. This keeps sales data accurate and current.
  • Project Management: Create Asana tasks from new Perfex CRM project milestones. Project progress is tracked efficiently.
  • Finance: Generate QuickBooks invoices from Perfex CRM project contracts. This automates billing processes.

Top 8 Perfex CRM integrations for 2025

  1. Slack. Get notified in a dedicated channel when new clients are added to Perfex CRM, ensuring immediate team awareness.
  2. Google Sheets. Automatically back up Perfex CRM project data to a spreadsheet for reporting and historical analysis.
  3. Mailchimp. Add new Perfex CRM contacts to a specific email list for targeted marketing campaigns.
  4. Jira. Create new Jira issues when a project milestone is reached in Perfex CRM, connecting project management and development workflows.
  5. QuickBooks. Generate invoices in QuickBooks when a project is marked as complete in Perfex CRM, automating billing processes.
  6. Twilio. Send SMS reminders to clients about upcoming appointments scheduled in Perfex CRM.
  7. Microsoft Teams. Post daily sales reports from Perfex CRM into a Teams channel for team performance tracking.
  8. Google Calendar. Create calendar events from Perfex CRM task deadlines, ensuring team members are aware of upcoming due dates.

FAQ about Perfex CRM

What is a lead in Perfex CRM?

A lead in Perfex CRM represents a potential customer or business opportunity. It's a contact that hasn't yet qualified as a client. Track leads, convert them to clients, and manage interactions efficiently within the system.

How can I automate tasks in Perfex CRM?

You can automate various Perfex CRM tasks by integrating it with Latenode. Latenode allows you to create automated workflows to handle tasks like lead creation, notifications, and data synchronization with other apps.

Where can I find reports in Perfex CRM?

Perfex CRM offers a variety of reports within the "Reports" section. Access financial reports, sales reports, task reports, and more. These reports provide valuable insights into your business performance for better decision-making.

What is Perfex CRM

Perfex CRM is a customer relationship management software designed to streamline business processes, manage customer interactions, and improve overall efficiency. It offers tools for lead management, sales automation, project tracking, invoicing, and support ticketing, providing a centralized platform for managing customer-related activities and improving communication across various departments within an organization. It helps businesses organize and track interactions.

Integrating Perfex CRM with Latenode enables powerful automation beyond standard CRM capabilities. Trigger workflows based on new leads, updated customer data, or project milestones. Latenode's visual builder and headless browser allow you to create custom integrations, like automatically generating personalized documents or integrating AI to analyze customer sentiment from interactions, extending Perfex CRM with complex logic and data transformations. Use its no-code design.

  1. Slack. Get notified in a dedicated channel when new clients are added to Perfex CRM, ensuring immediate team awareness.
  2. Google Sheets. Automatically back up Perfex CRM project data to a spreadsheet for reporting and historical analysis.
  3. Mailchimp. Add new Perfex CRM contacts to a specific email list for targeted marketing campaigns.
  4. Jira. Create new Jira issues when a project milestone is reached in Perfex CRM, connecting project management and development workflows.
  5. QuickBooks. Generate invoices in QuickBooks when a project is marked as complete in Perfex CRM, automating billing processes.
  6. Twilio. Send SMS reminders to clients about upcoming appointments scheduled in Perfex CRM.
  7. Microsoft Teams. Post daily sales reports from Perfex CRM into a Teams channel for team performance tracking.
  8. Google Calendar. Create calendar events from Perfex CRM task deadlines, ensuring team members are aware of upcoming due dates.

FAQ about Perfex CRM

What is a lead in Perfex CRM?

A lead in Perfex CRM represents a potential customer or business opportunity. It's a contact that hasn't yet qualified as a client. Track leads, convert them to clients, and manage interactions efficiently within the system.

How can I automate tasks in Perfex CRM?

You can automate various Perfex CRM tasks by integrating it with Latenode. Latenode allows you to create automated workflows to handle tasks like lead creation, notifications, and data synchronization with other apps.

Where can I find reports in Perfex CRM?

Perfex CRM offers a variety of reports within the "Reports" section. Access financial reports, sales reports, task reports, and more. These reports provide valuable insights into your business performance for better decision-making.