Connect Constant Contact and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New List
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 Constant Contact and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Retrieve contacts created or updated within the specified recent minutes from Constant Contact.
New List
Fetches contact lists created since the last check and returns the most recent lists.
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
Do thisActions
Action is the task that follows automatically within your Constant Contact integrations.
Add Contact To Lists
Add contact to lists with info
Create Contact
Create or update contact
Add Tags to Contacts
Add tags to selected contacts
Remove Contact From List
Remove one or more contacts from selected Constant Contact list(s) using Contact IDs or email addresses.
Update Contact
Update an existing contact
Create Contact List
Create a new contact list
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Frequently Asked Questions
To start, connect both your Constant Contact and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Constant Contact triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Constant Contact 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 Constant Contact 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 Constant Contact 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 Constant Contact
Constant Contact can help grow your business with an email marketing tool that’s affordable, powerful, and easy to use.
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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