Perfex CRM by Maxmel Tech
  | Perfex CRM is a cloud-based platform for managing customers, projects, invoices, leads, and support. Integrating with Make.com enables workflow automation, syncing data, and streamlining business processes across multiple tools and services for greater efficiency. |
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This is AI-generated content based on official Perfex CRM documentation. The content may still contain errors—please verify important information. If you have questions, contact Perfex CRM directly.
How to get support on Perfex CRM
Perfex CRM is a community-developed application and is subjected to the developer's terms and conditions, which may include applicable fees. Make does not maintain or support this integration. For assistance, please https://f.make.com/r/reachout?app_name=Perfex%20CRM&app_slug=perfex-crm-community&app_unique_id=perfex-crm-8h1twk.
Requirements
To use the Perfex CRM app in Make, you must have an active account, create your account on Perfex CRM.
App installation
To install this app, you need Admin, Owner, or App Developer permissions. Learn more about organization roles.Learn more about organization roles
Go to the Make integration page.
Click the Install button.
Follow the on-screen instructions to complete the setup.
Connect Perfex CRM and Make
To get started, you must first create a connection between Perfex CRM and Make, allowing the two services to communicate.
You can connect using the following method: OAuth2.0.
OAuth2.0 Instructions
You need to generate your Client ID and Client Secret.
Go to the Google Developer Console.
Create a new project or select an existing project.
Add a name to your project.
Click on Library and enable Gmail API.
Click on Credentials and select OAuth Client ID under Create credentials.
Choose the Web Application option.
If prompted, set the consent screen to External.
Enter the app name and support email.
In the authorized domains section, add your Perfex CRM installation domain.
Copy the redirect URL from your Perfex CRM installation and add it to the Authorized redirect URIs.
Give the application a name and enter your domain URL under Authorized JavaScript origins.
Click Create to generate the Client ID and Client Secret.
Copy the Client ID and Client Secret.
Some community developers require an additional specific API Key. Retrieve the required API key from the community developer's dashboard, generally found under Settings/API. For more info, please https://f.make.com/r/reachout?app_name=Perfex%20CRM&app_slug=perfex-crm-community&app_unique_id=perfex-crm-8h1twk.
Create the connection in Make
Log in in your Make account, add the Perfex CRM module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: in the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Perfex CRM or follow the on-screen instructions to create the connection. You must also enter any required third-party API keys obtained earlier.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Perfex CRM modules
After connecting to the Perfex CRM app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Perfex CRM resources
You can have access to more resources related to this app on the following links :