Connect Google Business Profile and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Review Posted
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 Google Business Profile and Perfex CRM automations
Actions and Triggers
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
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Frequently Asked Questions
To start, connect both your Google Business Profile and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Business Profile triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Google Business Profile 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 Business Profile 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 Business Profile 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 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 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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