Connect Goaffpro and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Reward Is Created
New Affiliate Joins
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 Goaffpro and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Reward Is Created
Runs when reward is created
New Affiliate Joins
Runs when new affiliate joins
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
Do thisActions
Action is the task that follows automatically within your Goaffpro integrations.
List Rewards
List and search rewards
Update Affiliate Details
Update affiliate details
Create Affiliate
Create a new affiliate
Create Affiliate Reward
Create reward for an affiliate
Delete Affiliate
Remove affiliate by email/ID
List All Affiliates
Get all affiliates' details
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Frequently Asked Questions
To start, connect both your Goaffpro and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Goaffpro triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Goaffpro 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 Goaffpro 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 Goaffpro 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 Goaffpro
GoAffpro is a comprehensive affiliate marketing platform that empowers businesses to create and manage their own affiliate programs. It offers tools for tracking, reporting, and optimizing affiliate performance, making it easier for businesses to expand their reach and increase sales through affiliate partnerships.
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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