Connect BlueyEmail and Perfex CRM
Integrate BlueyEmail with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Perfexcrm when When a new contact is created in BlueyEmail
Create Estimate in Perfex CRM when When a new contact is created in BlueyEmail
Create Project in Perfexcrm when When a new contact is created in BlueyEmail
Create Proposal in Perfex CRM when When a new contact is created in BlueyEmail
Create Timesheet in Perfexcrm when When a new contact is created in BlueyEmail
Popular BlueyEmail + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
BlueyEmail
When this happens...
When a new contact is created
When a contact unsubscribes
When a form is submitted
When a campaign is completed
Choose an action
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Customer in Perfexcrm when When a new contact is created in BlueyEmail
Use this flowCreate Estimate in Perfex CRM when When a new contact is created in BlueyEmail
Use this flowCreate Project in Perfexcrm when When a new contact is created in BlueyEmail
Use this flowCreate Proposal in Perfex CRM when When a new contact is created in BlueyEmail
Use this flowCreate Timesheet in Perfexcrm when When a new contact is created in BlueyEmail
Use this flowCreate Contract in Perfexcrm when When a contact unsubscribes from BlueyEmail
Use this flowCreate Customer in Perfexcrm when When a contact unsubscribes from BlueyEmail
Use this flowCreate Estimate in Perfex CRM when When a contact unsubscribes from BlueyEmail
Use this flowCreate Project in Perfexcrm when When a contact unsubscribes from BlueyEmail
Use this flowCreate Proposal in Perfex CRM when When a contact unsubscribes from BlueyEmail
Use this flowSupported Triggers & Actions
Everything you can automate between BlueyEmail and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contact is created
Runs the workflow automatically when a new contact is created in the account.
When a contact unsubscribes
Runs the workflow automatically whenever a contact unsubscribes from your email campaigns.
When a form is submitted
Runs the workflow automatically whenever any form is submitted in your BlueyEmail account.
When a campaign is completed
Runs the workflow automatically when a campaign is completed.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
Do thisActions
Action is the task that follows automatically within your BlueyEmail integrations.
Create Contact
Create a contact (email required) and set name, phone, tags, and custom fields.
Add Tags to Contact
Add one or more tags to a contact.
Enroll Contacts in Automation
Add one or more contacts to a specific automation workflow.
Add Contacts to an Audience
Add existing contacts (by email or contact ID) to a specified audience.
Add Contacts to Campaign
Add one or more contacts (leads) to a campaign using email addresses or lead IDs.
Remove Contact Tags
Remove tags from a contact using their email or contact ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About BlueyEmail
AI-powered email marketing and omnichannel messaging platform for campaigns, automations, CRM, and transactional email. Built for growing businesses and ecommerce teams that want flat pricing and scalable outreach.
Learn more
About 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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BlueyEmail and Perfex CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between BlueyEmail and Perfex CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Perfex CRM. No coding required.
Yes. You can set up a workflow where BlueyEmail triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in BlueyEmail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between BlueyEmail and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BlueyEmail and Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
