Connect GMass and Perfex CRM to Build Intelligent Automations
Ready to use GMass and Perfex CRM automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Email Opened
Triggers when an email is opened.
Email Clicked
Triggers when a link in an email is clicked.
Email Bounced
Triggers when an email bounces.
Email Replied
Triggers when an email that is sent as part of a campaign receives a reply.
Email Sent
Triggers when an individual email is sent as part of a campaign. This is not the trigger for transactional emails.
Email Unsubscribed
Triggers when an email address is unsubscribed from your GMass account.
Do thisActions
Action is the task that follows automatically within your GMass integrations.
Add unsubscribe
Adds an email address to your account's unsubscribe list. This will prevent your account from sending any campaigns to this address.
Remove Email Address From Campaign
Stops a campaign from sending to a particular email address. This is different from "Add Unsubscribe" because this is like unsubscribing an address just for a particular campaign rather than account-wide.
Send a Transactional Email
Sends a single transactional email.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
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Frequently Asked Questions
To start, connect both your GMass and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in GMass triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how GMass 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 GMass 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 GMass 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 GMass
GMass is a powerful email marketing tool that integrates with Gmail to enable users to send mass emails, create email campaigns, and track their performance. It is designed to help businesses and individuals streamline their email marketing efforts directly from their Gmail account.
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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