Connect ClosedLoop AI and Perfex CRM
Integrate ClosedLoop AI with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contract in Perfexcrm when New Product Insight Generated from ClosedLoop AI
Create Customer in Perfexcrm when New Product Insight Generated from ClosedLoop AI
Create Estimate in Perfex CRM when New Product Insight Generated from ClosedLoop AI
Create Project in Perfexcrm when New Product Insight Generated from ClosedLoop AI
Create Proposal in Perfex CRM when New Product Insight Generated from ClosedLoop AI
Popular ClosedLoop AI + Perfex CRM flows
Start from a real workflow other teams are already running.
Create Contract in Perfexcrm when New Product Insight Generated from ClosedLoop AI
Use this flowCreate Customer in Perfexcrm when New Product Insight Generated from ClosedLoop AI
Use this flowCreate Estimate in Perfex CRM when New Product Insight Generated from ClosedLoop AI
Use this flowCreate Project in Perfexcrm when New Product Insight Generated from ClosedLoop AI
Use this flowCreate Proposal in Perfex CRM when New Product Insight Generated from ClosedLoop AI
Use this flowCreate Task in Perfexcrm when New Product Insight Generated from ClosedLoop AI
Use this flowCreate Ticket in Perfex CRM when New Product Insight Generated from ClosedLoop AI
Use this flowCreate Timesheet in Perfexcrm when New Product Insight Generated from ClosedLoop AI
Use this flowSend Feedback to ClosedLoop AI when New Contract in Perfexcrm
Use this flowSend Feedback to ClosedLoop AI when New Customer in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClosedLoop AI and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Insight Generated
Runs when new product insight is generated
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
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
Do thisActions
Action is the task that follows automatically within your ClosedLoop AI integrations.
Send Feedback
Send customer feedback to extract product insights.
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
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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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 ClosedLoop AI
ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.
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 ClosedLoop AI 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 ClosedLoop AI 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 ClosedLoop AI triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in ClosedLoop AI. 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 ClosedLoop AI and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClosedLoop AI 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.
