Connect BigMailer and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New User
New Brand
New Brand Property
New Field
New List
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Ready to use BigMailer and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when new contact is created.
New User
Triggers when a new user is created.
New Brand
Triggers when a new brand is created.
New Brand Property
Triggers when a new brand property is created.
New Field
Triggers when a new field is created.
New List
Triggers when a new list is created.
Do thisActions
Action is the task that follows automatically within your BigMailer integrations.
Add/Update Contact
Create a new contact or update an existing contact in the selected BigMailer brand; optionally add the contact to a list or unsubscribe them from all campaigns.
Create List
Creates a new list.
Update List
Update the details of existing list.
Delete List
Delete a specific list from the selected brand.
Create Field
Creates a new field.
Update Field
Edit the details of the selected field.
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Frequently Asked Questions
To start, connect both your BigMailer and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in BigMailer triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how BigMailer 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 BigMailer 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 BigMailer 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 BigMailer
Bigmailer is a comprehensive email marketing platform designed to help businesses manage and automate their email campaigns efficiently. It offers features such as email list management, campaign automation, and detailed analytics to optimize email marketing efforts.
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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