Connect Microsoft Teams and Perfex CRM
Integrate Microsoft Teams with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Channel Message in Microsoft Teams when New Contract in Perfexcrm
Create Channel in Microsoft Teams when New Contract in Perfexcrm
Create Private Channel in Microsftteams when New Contract in Perfexcrm
Reply to Channel Message in Microsftteams when New Contract in Perfexcrm
Send Chat Message on Microsoft Teams when New Contract in Perfexcrm
Popular Microsoft Teams + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Teams
When this happens...
New Channel Message
New Channel
New Chat Message
New Reply to Message
New Chat
Choose an action
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Send Channel Message in Microsoft Teams when New Contract in Perfexcrm
Use this flowCreate Channel in Microsoft Teams when New Contract in Perfexcrm
Use this flowCreate Private Channel in Microsftteams when New Contract in Perfexcrm
Use this flowReply to Channel Message in Microsftteams when New Contract in Perfexcrm
Use this flowSend Chat Message on Microsoft Teams when New Contract in Perfexcrm
Use this flowGet all Chats in Microsftteams when New Contract in Perfexcrm
Use this flowGet all Teams in Microsftteams when New Contract in Perfexcrm
Use this flowGet all Catalog in Microsftteams when New Contract in Perfexcrm
Use this flowGet all Deleted Teams from Microsoft Teams when New Contract in Perfexcrm
Use this flowSend Channel Message in Microsoft Teams when New Customer in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Teams and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Channel Message
Triggers when a new message is posted in a channel.
New Channel
Trigger when new cchannel is created
New Chat Message
Triggers when new message is received in a chat
New Reply to Message
Triggers when a new reply is added to a message in a channel.
New Chat
Triggers when new chat is created.
New Contract
Triggers when a new contract is created
Do thisActions
Action is the task that follows automatically within your Microsoft Teams integrations.
Send Channel Message
Sends a message to a specific channel in Microsoft Teams.
Create Channel
Creates a new channel within a specified team in Microsoft Teams.
Create Private Channel
Create a new private channel in a team.
Reply to Channel Message
Creates a reply to a channel message
Send Chat Message
Sends a message in existing chat.
Get all Chats
Get an all existing chats.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate Microsoft Teams and Perfex CRM workflows.
Learn how to automate Microsoft Teams and Perfex CRM workflows.
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About Microsoft Teams
Microsoft Teams is a collaboration platform that integrates people, content, and tools to enhance teamwork and communication. It offers chat, video conferencing, file sharing, and app integration to streamline workflows and improve productivity.
Learn moreSimilar apps
About Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Teams and Perfex CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Teams and Perfex CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Perfex CRM. No coding required.
Yes. You can set up a workflow where Microsoft Teams triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Microsoft Teams. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Teams and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Teams and Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
