Connect Google Business Profile and Perfex CRM
Integrate Google Business Profile with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Perfexcrm when New Review Posted on Google Business Profile
Create Contract in Perfexcrm when New Review Posted on Google Business Profile
Create Customer in Perfexcrm when New Review Posted on Google Business Profile
Create Estimate in Perfex CRM when New Review Posted on Google Business Profile
Create Project in Perfexcrm when New Review Posted on Google Business Profile
Popular Google Business Profile + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Google Business Profile
When this happens...
New Review Posted
Choose an action
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Lead in Perfexcrm when New Review Posted on Google Business Profile
Use this flowCreate Contract in Perfexcrm when New Review Posted on Google Business Profile
Use this flowCreate Customer in Perfexcrm when New Review Posted on Google Business Profile
Use this flowCreate Estimate in Perfex CRM when New Review Posted on Google Business Profile
Use this flowCreate Project in Perfexcrm when New Review Posted on Google Business Profile
Use this flowCreate Proposal in Perfex CRM when New Review Posted on Google Business Profile
Use this flowCreate Task in Perfexcrm when New Review Posted on Google Business Profile
Use this flowCreate Ticket in Perfex CRM when New Review Posted on Google Business Profile
Use this flowCreate Timesheet in Perfexcrm when New Review Posted on Google Business Profile
Use this flowCreate Local Post on Google Business Profile when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Google Business Profile and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Review Posted
Runs when a new review is posted on your Google Business Profile.
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 Business Profile integrations.
Create Local Post
Creates a new local post associated with the specified location, and returns it.
Reply To Review
Post a response to a review
Delete Local Post
Delete a local post
List All Locations
Get all business locations
List All Reviews
Get all reviews for a location
Update Business Profile Post
Edit a Business Profile post
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Google Business Profile
Google Business Profile is a free Google service that helps businesses manage how they appear in Google Search and Maps, engage customers with reviews and updates, and share business details such as hours, services, photos, and booking options.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Google Business Profile and Perfex CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Google Business Profile and Perfex CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Perfex CRM. No coding required.
Yes. You can set up a workflow where Google Business Profile triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Google Business Profile. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Google Business Profile and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Google Business Profile and Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
