Connect Perfex CRM to Make.com

Visual automation, 100+ real-time webhook events, HTTP + Webhooks modules. No custom app needed — 10-minute setup.

170
Endpoints
100+
Webhook events
~10 min
Setup
$10.59
Make entry plan /mo

Setup in 10 minutes

PerfexAPI does not ship a native Make.com app. You do not need one — Make's HTTP and Webhooks modules handle every PerfexAPI operation.

1

Install PerfexAPI and generate an API key

On the Perfex CRM side, install the PerfexAPI module and create an API key scoped to the resources your scenario needs.

2

Create a Make.com HTTP connection

In Make, add an HTTP connection with Authorization type "API Key", key name "X-API-KEY", and the value from step 1. Base URL is your Perfex CRM domain.

3

Wire up your first action

Drop an HTTP "Make a request" module. Point it at https://your-crm.example.com/api/v1/customers (or any other endpoint), choose the method, and Make will parse the response.

4

Add webhook triggers (optional)

For real-time triggers, add a Custom webhook module, copy the webhook URL into PerfexAPI admin, pick the events (100+ available), and save.

Example scenarios

Three common patterns you can implement today with PerfexAPI + Make.com.

Beginner

New lead → Google Sheet → Slack notification

PerfexAPI webhook triggers on lead.created. Make appends a row to Google Sheets and posts a summary to Slack with the lead value and assigned staff. Under 5 minutes to wire.

Intermediate

Invoice paid → QuickBooks journal + customer thank-you email

invoice.paid webhook triggers a three-branch scenario: a QuickBooks journal entry, a personalized thank-you email via Mailgun, and a Slack message to the account manager.

Beginner

Weekly pipeline digest

Scheduled scenario (every Monday 09:00): query PerfexAPI for open deals, filter by stage and age, format as an HTML email, send to the sales team. Uses Make's HTTP module only.

Prefer self-hosted?

If you want your automation engine on your own server, see the n8n integration — PerfexAPI ships a free native n8n community node with 19 resources and 162 operations, plus a managed webhook trigger. Both tools work against the same PerfexAPI module; you can run them side-by-side.

FAQ

Is there a native Make.com app for Perfex CRM?

Not officially. You connect through Make's generic HTTP module using your PerfexAPI REST endpoints and the Webhooks module for real-time triggers. Setup takes about 10 minutes and covers every PerfexAPI operation.

How does pricing compare between Make.com and Zapier for Perfex CRM?

Make.com is roughly 75% cheaper per operation than Zapier at the entry tier ($10.59/mo for 10,000 operations vs $29/mo for 2,000 tasks). Both are recurring — pair either with a one-time PerfexAPI license for the CRM side.

Can Make.com receive Perfex CRM webhook events?

Yes. Create a "Custom webhook" module in Make, copy its webhook URL, paste it into PerfexAPI admin under Webhooks, pick the events you want (100+ available), and save. Make's webhook verifier confirms the URL is live and the first event triggers the scenario.

Should I use Make.com or n8n with PerfexAPI?

Make.com if you prefer hosted, generous free tier, and excellent visual execution replay. n8n if you want self-hosted, a native community node for PerfexCRM, and unbeatable cost at scale. Both work with the same PerfexAPI module.

Ready to automate Perfex CRM in Make?

Install PerfexAPI once, wire into Make in 10 minutes, and keep your CRM humming while your visual scenarios do the heavy lifting.

Maintained by Kostas Malakontas at OBS Technologies · Last reviewed