Customer.io + Perfex CRM

Connect Customer.io and Perfex CRM to Build Intelligent Automations

Choose a Trigger

When this happens...

Customer Events
Email Events
In-app Message Events
Push Events
SMS Events
Slack Events

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 Customer.io and Perfex CRM automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

Customer Events

Triggers when Events are performed on customer

Email Events

Triggers when Events are performed on Email.

In-app Message Events

Triggers when Events are performed on messages.

Push Events

Triggers when a push notification is drafted.

SMS Events

Trigger when an SMS delivery event happens (e.g., sent, delivered, failed, opened, clicked).

Slack Events

Triggers when a slack message is drafted, attempted, sent, clicked, failed or undelivered.

Do thisActions
Action is the task that follows automatically within your Customer.io integrations.

List campaigns

Returns a list of all of your collections, including the name and schema for each collection.

Create manual segment

Create a manual segment with a name and a description. This request creates an empty segment

Delete a segment

Delete a manual segment.

Create Lead

Creates a new lead

Create Contract

Creates a contract in the system

Create Customer

Creates a new customer

We'll help you get started

Our team is all set to help you!

Know More About Customer and Perfexcrm Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Know more

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

How do I start an integration between Customer.io and Perfex CRM?

To start, connect both your Customer.io and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Customer.io triggers actions in Perfex CRM (or vice versa).

Can we customize how data from Customer.io is recorded in Perfex CRM?

Absolutely. You can customize how Customer.io 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.

How often does the data sync between Customer.io and Perfex CRM?

The data sync between Customer.io and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Customer.io to Perfex CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Customer.io and Perfex CRM?

Yes, you can set conditional logic to control the flow of data between Customer.io 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 Customer.io

Customer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.

Marketing Automation

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.

CRM Sales and CRM

Learn More

Connect Customer.io and Perfex CRM to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Customer.io and Perfex CRM automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

Customer Events

Email Events

In-app Message Events

Push Events

SMS Events

Slack Events

Do thisActionsAction is the task that follows automatically within your Customer.io integrations.

List campaigns

Create manual segment

Delete a segment

Create Lead

Create Contract

Create Customer

We'll help you get started

Know More About Customer and Perfexcrm Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Customer.io

About Perfex CRM

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Customer.io integrations.