STEP 1
Connect Apollo and Perfex CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Apollo and Perfex CRM Integration
Build crm workflows between Apollo and Perfex CRM on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Apollo and Perfex CRM
Detailed info you need to know about Apollo and Perfex CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Apollo
Manage Apollo contacts, accounts, sequences, tasks, and deals — search saved records, enroll prospects, and send outreach email. [5]
Perfex CRM
Open-source CRM for managing clients, projects, invoices, and support. [6]
How to connect Apollo to Perfex CRM
Set up your Apollo and Perfex CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apollo and Perfex CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Apollo and Perfex CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apollo and Perfex CRM work in WEXTL?
WEXTL exposes actions and triggers for Apollo and Perfex CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Perfex CRM triggersApollo actions
Perfex CRM modules
- Create a ContactCreates a new contact in the service.
- Create a CustomerCreates a new customer in the system.
- Create a LeadCreates a new lead in the system.
- Create an InvoiceCreates an invoice in the system.
- Create a ProjectCreates a new project in the system.
- Create a TaskCreates a new task in the system.
- Delete a ContactDeletes a contact from the address book or contact list.
- Delete a CustomerDeletes a customer from the database.
- Delete a LeadDeletes a lead from the system.
- Delete an InvoiceDeletes a specified invoice from the system.
- Delete a ProjectDeletes a project from the service.
- Delete a TaskDeletes a specified task from the service.
- Get a CustomerRetrieves a customer's information.
- Get a LeadRetrieves a lead's information.
- Get an InvoiceRetrieves an invoice's information.
- Get a ProjectRetrieves a project's information.
- Get a TaskRetrieves a task's information.
- List ContactsRetrieves all contacts.
- List Customer ContactsRetrieves customer contacts.
- List CustomersRetrieves all customers.
- List InvoicesRetrieves all invoices.
- List LeadsRetrieves all leads.
- List ProjectsRetrieves all projects.
- List TasksRetrieves all tasks.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ContactUpdates a contact with new information.
- Update a CustomerUpdates a customer record in the database.
- Update a LeadUpdates the information for a specific lead.
- Update an InvoiceUpdates an invoice with new information or changes to existing data.
- Update a ProjectUpdates a project in the system.
- Update a TaskUpdates a task in the service with new details or modifications.
- Watch ContactsTriggers when a new contact is created.
- Watch CustomersTriggers when a new customer is created.
- Watch InvoicesTriggers when a new invoice is created.
- Watch LeadsTriggers when a new lead is created.
- Watch ProjectsTriggers when a new project is created.
- Watch TasksTriggers when a new task is created.
Apollo modules
- Activate SequenceActivates a sequence so it can send.
- Add Contacts to SequenceEnrolls contacts in a sequence.
- Add Records to ListAdds records to one or more lists.
- Archive SequenceArchives a sequence.
- Bulk Create AccountsCreates many accounts in one request.
- Bulk Create ContactsCreates many contacts in one request.
- Bulk Create TasksCreates many tasks in one request.
- Bulk Update AccountsUpdates many accounts in one request.
- Bulk Update ContactsUpdates many contacts in one request.
- Check Email Send StatusReturns the send status of an outreach email.
- Check Email StatsReturns activity stats for an outreach email.
- Complete TaskMarks a task as completed.
- Create AccountCreates a new account.
- Create ContactCreates a new contact.
- Create DealCreates a new deal.
- Create Email DraftCreates a draft outreach email.
- Create ListCreates a new list.
- Create SequenceCreates a new sequence.
- Create TaskCreates a new task.
- Deactivate SequenceDeactivates a running sequence.
- Get AccountReturns a single account by ID.
- Get ContactReturns a single contact by ID.
- Get Contact Sequence ActivityReturns sequence activity for a contact.
- Get Current UserReturns the profile for the authenticated user.
- Get DealReturns a single deal by ID.
- Get Email ContentReturns the content of an outreach email.
- Get TaskReturns a single task by ID.
- List Account StagesRetrieves account stages for the workspace.
- List Contact StagesRetrieves contact stages for the workspace.
- List DealsRetrieves deals in the workspace.
- List Deal StagesRetrieves deal stages for the workspace.
- List Email AccountsRetrieves connected email accounts.
- List Email SchedulesRetrieves email schedules for sequences.
- List ListsRetrieves lists in the workspace.
- List NotesRetrieves notes linked to CRM records.
- List UsersRetrieves users in the workspace.
- Make an API CallPerforms an arbitrary authorized API call.
- Remove Records from ListRemoves records from one or more lists.
- Search AccountsRetrieves accounts that match the search filters.
- Search ContactsRetrieves contacts that match the search filters.
- Search Outreach EmailsRetrieves outreach emails that match the filters.
- Search SequencesRetrieves sequences that match the search filters.
- Search TasksRetrieves tasks that match the search filters.
- Send Email NowSends an outreach email immediately.
- Skip TaskMarks a task as skipped.
- Update AccountUpdates an existing account.
- Update Account OwnerUpdates the owner for multiple accounts.
- Update ContactUpdates an existing contact.
- Update Contact OwnerUpdates the owner for multiple contacts.
- Update Contact Sequence StatusUpdates enrollment status for contacts in sequences.
Frequently asked questions
Common questions about connecting Apollo and Perfex CRM.
Connect your Apollo and Perfex CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Perfex CRM's "Watch Contacts" fires, WEXTL can "Activate Sequence" in Apollo. Apollo has 55 actions (including Activate Sequence, Add Contacts to Sequence, and Add Records to List); Perfex CRM has 31 actions (including Create a Contact, Create a Customer, and Create a Lead). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Apollo-to-Perfex CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Apollo (or Perfex CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Apollo + Perfex CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Apollo and Perfex CRM integration.
- Apollo and Perfex CRM integration source code, module specs and credentials implementation.
- Our Apollo and Perfex CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apollo and Perfex CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Apollo integration information
- Perfex CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library