Connect Cloze and Perfex CRM
Integrate Cloze with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Cloze + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Cloze
When this happens...
Person Change
Company Change
Project Change
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 Lead in Perfexcrm when Person Change in Cloze
Use this flowCreate Contract in Perfexcrm when Person Change in Cloze
Use this flowCreate Customer in Perfexcrm when Person Change in Cloze
Use this flowCreate Estimate in Perfex CRM when Person Change in Cloze
Use this flowCreate Project in Perfexcrm when Person Change in Cloze
Use this flowCreate Proposal in Perfex CRM when Person Change in Cloze
Use this flowCreate Task in Perfexcrm when Person Change in Cloze
Use this flowCreate Ticket in Perfex CRM when Person Change in Cloze
Use this flowCreate Timesheet in Perfexcrm when Person Change in Cloze
Use this flowCreate Lead in Perfexcrm when Company Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between Cloze and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Person Change
Triggers when a person is changed.
Company Change
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Project Change
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
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 Cloze integrations.
Delete Company
Deletes an existing company by its company Id
Create ToDo
Creates a new Todo
Add a Communication Record
Create a new Communication Record
Create a Person
Creates a new person
Create a Project
Create a new Project
Create Timeline Event
Creates a new Timeline Event
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 Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
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 Cloze 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 Cloze 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 Cloze triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Cloze. 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 Cloze and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cloze 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.
