Connect DivvyHQ and Perfex CRM to Build Intelligent Automations
Ready to use DivvyHQ and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Ticket
Triggers when a new ticket is created
Do thisActions
Action is the task that follows automatically within your DivvyHQ integrations.
Create Content Item
Creates a content item.
List Calendar
List allowed type per calendar.
List Base Calendars
List all base calendars.
List Calendarentries
List all calendarentries.
List Campaigns
List all campaigns.
List Contentitems
List all Contentitems.
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Frequently Asked Questions
To start, connect both your DivvyHQ and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in DivvyHQ triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how DivvyHQ 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 DivvyHQ 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 DivvyHQ 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 DivvyHQ
DivvyHQ is a content planning and production workflow platform designed to help marketing and content teams manage their content strategies more efficiently. It offers tools for content ideation, planning, collaboration, and publishing, making it easier to streamline content operations.
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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