Connect Facebook Lead Ads and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Submitted
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 Facebook Lead Ads and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Submitted
Runs when New Lead Submitted
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
Do thisActions
Action is the task that follows automatically within your Facebook Lead Ads integrations.
List Leads from Form
Get one page of leads from the selected lead form, with optional limit/offset pagination and a next-page cursor.
List Lead Forms
Get lead forms from Facebook
Get Lead Form by ID
Get lead form details by ID
Get Lead By ID
Retrieve a Facebook lead by ID
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Know More About Facebook Lead Ads and Perfexcrm Integrations
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Frequently Asked Questions
To start, connect both your Facebook Lead Ads and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Facebook Lead Ads triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Facebook Lead Ads 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 Facebook Lead Ads 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 Facebook Lead Ads 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 Facebook Lead Ads
Automate the process of capturing and managing leads from Facebook. Seamlessly integrate your Facebook lead generation campaigns with your CRM or email marketing tools to ensure no potential customer is missed.
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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