Connect ButterCMS and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Post
Post Published
Post Draft Saved
Post Deleted
Page Published
Page Draft Saved
Page Deleted
Page Unpublished
Collection Item Published
Collection Item Draft Saved
Collection Item Unpublished
Collection Item Deleted
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Post
Trigger when a new Post created.
Post Published
Trigger when a blog post is published.
Post Draft Saved
Trigger when a draft blog post is saved.
Post Deleted
Trigger when a blog post Deleted.
Page Published
Trigger when a page is published.
Page Draft Saved
Trigger when a Page Draft Saved .
Do thisActions
Action is the task that follows automatically within your ButterCMS integrations.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
Create Project
Creates a project in the system
Create Proposal
Creates a new proposal in the system
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Frequently Asked Questions
To start, connect both your ButterCMS and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ButterCMS triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how ButterCMS 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 ButterCMS 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 ButterCMS 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 ButterCMS
ButterCMS is a headless content management system designed to simplify content management and delivery for websites and applications. It provides developers and content creators with a flexible and scalable platform to manage and deliver content seamlessly across various digital channels.
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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