Perfex CRM integration
Connect Perfex CRM to KztOne
Migrate customers, leads, invoices and tickets from Perfex CRM into KztOne, or keep both in step.
- Status
- Coming soon
- Connects with
- API keys from your account
- Record types
- contacts, invoices
- Real-time
- Scheduled sync
What syncs
This connector supports: contacts, invoices. Each record type has a clear direction (into KztOne, out to Perfex CRM, or both) and you choose which system is in charge of each field.
- contacts: inbound & outbound (scheduled sync)
- invoices: inbound (scheduled sync)
How the connection works
Choose the platform, enter your store or account details, authorise, pick what to sync, preview the import, then run it. Ongoing changes arrive through webhooks with scheduled polling as a fallback. Every event is deduplicated so nothing is ever imported twice.
Safe by design
Credentials are encrypted at rest, every sync job is logged, failed records are retried automatically and conflicts are shown to you for review instead of silently overwriting data.
Exactly what this connector can do
Capabilities come from the connector’s own manifest, so this table is what the software enforces, not a marketing claim.
| Record | Read | Create | Update | Direction | Events |
|---|---|---|---|---|---|
| contacts | Yes | Yes | Yes | Into KztOne and Out to Perfex CRM | Polling |
| invoices | Yes | — | — | Into KztOne | Polling |
Questions
- Is the Perfex CRM integration available now?
- It is on our roadmap and listed here so you can plan. Join the waitlist from your workspace's Connections page.
- Will it duplicate my records?
- No. KztOne keeps an external-ID map for every synced record and deduplicates incoming events, so a replayed webhook or a second import never creates duplicates.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.