Connect Microsoft Excel and Perfex CRM
Integrate Microsoft Excel with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Row in Microsoft-excel when New Contract in Perfexcrm
Create Spreadsheet in Microsoft-excel when New Contract in Perfexcrm
Update Row in Microsoft-excel when New Contract in Perfexcrm
Add Row To Table in Microsoft Excel when New Contract in Perfexcrm
Find Row in Microsoft-excel when New Customer in Perfexcrm
Popular Microsoft Excel + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Excel
When this happens...
- Request a new Trigger for Microsoft Excel
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
Find Row in Microsoft-excel when New Contract in Perfexcrm
Use this flowCreate Spreadsheet in Microsoft-excel when New Contract in Perfexcrm
Use this flowUpdate Row in Microsoft-excel when New Contract in Perfexcrm
Use this flowAdd Row To Table in Microsoft Excel when New Contract in Perfexcrm
Use this flowFind Row in Microsoft-excel when New Customer in Perfexcrm
Use this flowCreate Spreadsheet in Microsoft-excel when New Customer in Perfexcrm
Use this flowUpdate Row in Microsoft-excel when New Customer in Perfexcrm
Use this flowAdd Row To Table in Microsoft Excel when New Customer in Perfexcrm
Use this flowFind Row in Microsoft-excel when New Lead in Perfexcrm
Use this flowCreate Spreadsheet in Microsoft-excel when New Lead in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Excel and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Do thisActions
Action is the task that follows automatically within your Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Update Row
Update Row
Add Row To Table
Add a row to an Excel table
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
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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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Excel and Perfex CRM workflows.
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About Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
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 Excel 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 Excel 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 Excel triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Microsoft Excel. 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 Excel 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 Excel 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.
