Connect CalendarHero and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Meeting Request Becomes Event
Meeting Request Cancelled
New Contact Is Added
New Meeting Request Is Created
Meeting Request Expires
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 CalendarHero and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Meeting Request Becomes Event
Runs when Meeting Request Becomes Event
Meeting Request Cancelled
Runs when a meeting request is cancelled
New Contact Is Added
Runs when New Contact Is Added
New Meeting Request Is Created
Runs when new meeting request is created
Meeting Request Expires
Runs when meeting request expires
New Contract
Triggers when a new contract is created
Do thisActions
Action is the task that follows automatically within your CalendarHero integrations.
Create Contact
Create a Contact.
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
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Frequently Asked Questions
To start, connect both your CalendarHero and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in CalendarHero triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how CalendarHero 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 CalendarHero 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 CalendarHero 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 CalendarHero
CalendarHero is a powerful tool designed to streamline scheduling and calendar management, making it easier to organize meetings and appointments efficiently.
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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