Connect Dromo and Perfex CRM to Build Intelligent Automations

Choose a Trigger

Dromo

When this happens...

Choose an Action

Perfex CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contract

New Contract

Triggers when a new contract is created

New Customer

New Customer

Triggers when a new customer is added

New Lead

New Lead

Triggers when a new lead is created

New Project

New Project

Triggers when a new project is created

New Task

New Task

Triggers when a new task is created

New Ticket

New Ticket

Triggers when a new ticket is created

Do thisActions

Action is the task that follows automatically within your Dromo integrations.

Get All Uploads

Get All Uploads

Fetch all the uploaded data.

List Import Schemas

List Import Schemas

List all the import schemas.

Get Import Schema

Get Import Schema

Retrieve a selected import schema

Delete an import schema

Delete an import schema

Remove the import schema.

Create Schema

Create Schema

Creates a new schema.

Create Lead

Create Lead

Creates a new lead

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Frequently Asked Questions

How do I start an integration between Dromo and Perfex CRM?

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

Can we customize how data from Dromo is recorded in Perfex CRM?

Absolutely. You can customize how Dromo 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 Dromo and Perfex CRM?

The data sync between Dromo 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 Dromo 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 Dromo and Perfex CRM?

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

Dromo

About Dromo

Dromo is a powerful data import platform designed to simplify and streamline the process of importing data into applications. It offers a user-friendly interface and robust features to handle complex data import tasks efficiently, making it ideal for businesses looking to enhance their data management capabilities.

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Perfex CRM

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.

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