Connect Callbell and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Contact Updated
Team Membership Updated
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 Callbell and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
Contact Updated
Triggers when a contact is updated
Team Membership Updated
Triggered when a team member is added or removed from a team.
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
Do thisActions
Action is the task that follows automatically within your Callbell integrations.
Create New Contact
Create a new contact
Update Contact With ID
Updates an existing Callbell contact by modifying details like name, tags, assigned team/user, bot status, and custom fields.
Get Contacts
Get contacts by UUID or phone
Fetch Teams
Fetch teams or a team by UUID
Set Bot Status
Start or stop a contact's bot
List Channels
Fetch messaging channels
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Frequently Asked Questions
To start, connect both your Callbell and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Callbell triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Callbell 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 Callbell 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 Callbell 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 Callbell
Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.
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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