Connect SMS.to and Perfex CRM to Build Intelligent Automations
Ready to use SMS.to and Perfex CRM automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in a list.
New Message Sent
Triggers when a new message is sent using SMS.to.
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
Do thisActions
Action is the task that follows automatically within your SMS.to integrations.
Estimate Single SMS
Estimate a Single SMS
Create a Contact
Add a new contact in SMS.to
Send Single SMS
Send SMS to a phone number.
Get Recent Optouts
Get optouts detail that were opted out in last 1hr.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
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Frequently Asked Questions
To start, connect both your SMS.to and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS.to triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how SMS.to data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between SMS.to and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SMS.to and Perfex CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About SMS.to
SMS.To is a powerful platform for sending and receiving SMS messages, enabling businesses to communicate effectively with their customers through text messaging.
Learn MoreAbout 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.
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