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Perfleek Zapier integrationAutomate Perfleek with Zapier.

The Perfleek Zapier integration gives you 1 trigger, 0 actions and 0 searches. One thing goes out of this real estate CRM: each new lead. Here is how that trigger fires, where you can send the lead, what it costs and what breaks.

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Overview

What the Perfleek Zapier integration actually does

The Perfleek Zapier integration takes the leads that arrive in Perfleek, a CRM built for real estate agents and brokers, and passes them to your other tools without code. It works in one direction only: Perfleek starts the Zap, and another app receives the lead.

Three results come up with a single trigger. An alert to the agent: New Leads posts each fresh buyer or seller inquiry in the team chat, so nobody has to refresh the CRM. A shared record: the same trigger adds a row to a spreadsheet the broker uses for reporting outside Perfleek. A first email: the lead goes to an email tool that sends the welcome message the agency already wrote.

Now the limits, and they are wide. Perfleek has no action in Zapier, so nothing can be written into Perfleek: a lead from a property portal or a website form cannot be pushed in through Zapier. There is no search either, and no trigger on an updated lead or a changed status. And the only trigger is polled: Zapier checks Perfleek on a timer, every 15 minutes on the Free plan. A Perfleek Zap is therefore a relay for new leads, not a two-way sync between Perfleek and your other tools.

To learn the editor step by step, there is the Zapier training.

Vocabulary

Zapier words, in plain English

Seven terms come back on this page. Here they are once, without jargon.

Zap
The automation you build in Zapier: one trigger, then one or more actions that run every time the trigger's event happens.
Trigger
The event that starts a Zap. With Perfleek there is just one: a new lead added. Once the Zap is on, Zapier waits for it.
Action
The step that does the work after the Zap starts. Perfleek has none, so every action in these Zaps belongs to another app.
Task
The unit Zapier bills: one action that completed successfully. The allowance on your plan is a count of those, and nothing else.
Polling vs instant trigger
Polling: Zapier asks the app for new items at a fixed interval. Instant: the app tells Zapier itself. New Leads is polled.
Filter
A step that lets the Zap go on only when the lead meets the condition you set, and stops it there otherwise.
Connection
Your Perfleek account linked to Zapier once, then reused by every Zap that starts on a Perfleek lead.
Cost

What a Perfleek Zap really costs

The Perfleek trigger costs nothing, and neither does Zapier checking Perfleek for new leads, however often it looks. A task is counted only when an action in the other app goes through.

  • Trigger0 tasks
  • Each successful action1 task
  • Free plan100 tasks a month, 2 steps per Zap
  • Paid plan required for the appNo

A failed action is not counted, so a broken step does not drain the plan. A Zap that posts the lead in a chat uses one task per lead; add a spreadsheet row and it uses two. Perfleek is not reserved for paid plans, so it works on Free: 100 tasks a month and unlimited Zaps, but each Zap stops at two steps, one trigger and one action. A second action or a filter makes it a multi-step Zap, which needs a paid plan.

Connect

Connect your Perfleek account in 3 steps

  1. 01

    Open Apps and add a connection

    In your Zapier account, open the Apps page and click + Add connection. You need a Perfleek account, plus read access on any leads you do not own yourself and want a Zap to see.

  2. 02

    Pick Perfleek

    In the dialog, type Perfleek and pick it from the results. Then click Add connection: Zapier opens a new tab where the Perfleek side of the link takes place.

  3. 03

    Sign in and grant access

    Sign in to Perfleek in that tab and grant Zapier access to the account. The connection is saved, and any Zap that starts on New Leads offers it in a list instead of asking again.

First Zap

Your first Zap: each new lead logged and announced

GoalEach new Perfleek lead lands in the agency's spreadsheet and gets announced in the team chat.

  1. 01

    Pick the trigger

    In the Build stage, choose Perfleek as the app that starts the Zap and New Leads as the event. Select the connection you made earlier.

  2. 02

    Test it on a real lead

    Run the trigger test. Zapier brings back the three most recent leads of the connected account, so you map the next steps on a real inquiry rather than an empty shell.

  3. 03

    Add the spreadsheet row

    Add your spreadsheet app as the first action and map what the lead carries into its columns. This step alone would already fit the Free plan.

  4. 04

    Add the chat message

    Add the team chat app below it and write the message, with the lead's details mapped in. Two actions make this a multi-step Zap, so it needs a paid plan.

  5. 05

    Test, then publish

    Test each action once and read what came back before going on. When both look right, click Publish to switch the Zap on. Leads added from then on start it.

Triggers

The Perfleek trigger

1 event starts a Zap when something happens in Perfleek. Zapier checks for them at the interval your plan allows.

1

New Leads

Polling trigger

In Zapier“Triggers when there's a new lead added.”

Starts a Zap for every lead added in Perfleek and hands that lead to the steps that follow. It is the only door out of Perfleek in Zapier, so every Perfleek Zap begins here.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
an agent wants every new buyer or seller inquiry in the place they actually check, a chat, a spreadsheet or an email tool.
Watch out
it reacts to new leads only. A lead whose status changes later does not start the Zap again, and leads already in Perfleek before you publish never come through.
When it breaks

When a Perfleek Zap breaks

Zapier attaches no help article to Perfleek, so the problems below are Zapier's general limits, seen through this app.

With a single polled trigger, they all come from timing and from what the trigger sees. For a method when a Zap stalls, see Zapier troubleshooting.

  • Existing leads never come through

    A Zap only reacts to what is added after you publish it. The leads already in Perfleek stay there; moving that backlog is a separate job.

  • Leads arrive in batches

    Since New Leads is polled, a lead added right after a check waits for the next one. On Free that can mean up to 15 minutes before the agent hears about it.

  • Bulk imports held back

    Import a big list of contacts into Perfleek at once and the next check returns a huge pile. Zapier's flood protection can hold it back instead of running the Zap per lead.

  • Duplicates are filtered out

    Zapier keeps track of the leads it has already seen, so the same lead never starts the Zap twice. A lead that looks skipped was probably not new to Zapier.
Need help

Need help automating Perfleek with Zapier?

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FAQ

Perfleek and Zapier: the questions people ask

01Is the Perfleek Zapier integration free?
Yes, on the Free plan. Perfleek is not reserved for paid plans, so a Zap that starts on New Leads and runs one action in another app works without paying. The Free plan gives 100 tasks a month and checks the trigger every 15 minutes. The catch is the shape of the Zap: two steps only, one trigger and one action. Logging the lead in a spreadsheet and announcing it in a chat is two actions, so that Zap needs a paid plan.
02How many tasks does a Perfleek Zap use?
One task per action that succeeds in the other app, and nothing else. The New Leads trigger is free, and Zapier checking Perfleek for new leads costs nothing however often it looks. A Zap that posts each lead in a chat uses one task per lead; add a spreadsheet row and it uses two. An action that fails is not counted. So the bill follows the number of leads times the number of actions in the Zap.
03Does Perfleek send leads to Zapier in real time?
No. New Leads is a polling trigger: Zapier asks Perfleek for new leads at a fixed interval. That interval depends on the plan: 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise. The trigger type comes from the app and cannot be switched in the editor. On paid plans, a check can also be run by hand from the editor, which helps while testing. For an agent who calls inquiries back quickly, that delay is worth weighing before building.
04What does connecting Perfleek to Zapier require?
A Perfleek account, plus access to any leads you do not own yourself but want the Zap to see. In Zapier, open Apps, click + Add connection, pick Perfleek, then sign in to Perfleek in the tab that opens and grant access. The connection is saved once and reused by every Zap built on New Leads. Before testing, make sure the account holds at least one lead, since the test brings back the three most recent ones.
05Can Zapier add leads into Perfleek?
No. Perfleek has no action in Zapier, only the New Leads trigger. A Zap can take leads out of Perfleek and send them to another tool, but it cannot create, update or look up anything inside Perfleek. A lead coming from a property portal or a website form therefore has to reach Perfleek some other way. Zapier only takes over once the lead exists in Perfleek, from the next check onward.
06What if the Perfleek operation you need is not on the list?
Then this integration cannot do it. The list holds a single operation: New Leads, a polled trigger on new leads. There is no action, no search, and no trigger on an updated lead or a changed status. The workable route is to build around that one event, sending each new lead where the follow-up happens. When the flow needs more, another automation tool or a specialist has to look at the case.
07Zapier, Make or n8n for Perfleek?
It comes down to criteria, not to a winner. On the Zapier side, the facts are short: one polled trigger on new leads, no action and no search, and a Free plan limited to two-step Zaps and 100 tasks a month. If the goal is to push each new lead to a chat, a sheet or an email tool, Zapier covers it without code. If the flow has to write into Perfleek or react to a changed lead, check that point on the other tools before choosing.
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