Connect Google Analytics 4 and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Conversion Events
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Conversion Events
Trigger when a new conversion event is created.
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 Google Analytics 4 integrations.
Create Conversion Event
Create a conversion event for a specified Google Analytics 4 property using the provided event name.
Get Conversion Event
Retrieve a specific conversion event (by ID) from a Google Analytics 4 property.
Create Measurement Secret
Creates a Measurement Protocol Secret for a Google Analytics 4 data stream so you can send events via the Measurement Protocol.
Run Property Report
Generate a Google Analytics 4 report for a specified property and date range using selected metrics and dimensions.
List all Custom Dimensions for Specific Property
Returns metadata for dimensions and metrics available in reporting methods.
Create Lead
Creates a new lead
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Frequently Asked Questions
To start, connect both your Google Analytics 4 and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Analytics 4 triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Google Analytics 4 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 Google Analytics 4 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 Google Analytics 4 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 Google Analytics 4
Google Analytics is a powerful web analytics service offered by Google that tracks and reports website traffic, providing insights into user behavior, traffic sources, and marketing effectiveness.
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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