Connect Google Forms and Perfex CRM to Build Intelligent Automations
Ready to use Google Forms and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Response
Triggers when a new response is submitted in a Google Form.
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 Forms integrations.
List Form Response
List form response by form id.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
Create Project
Creates a project in the system
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Step by step guides to integrate Google Forms and Perfex CRM
Frequently Asked Questions
To start, connect both your Google Forms and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Forms triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Google Forms 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 Forms 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 Forms 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 Forms
Google Forms is a versatile tool that allows users to create surveys, quizzes, and forms for data collection and analysis. It integrates seamlessly with other Google Workspace applications, making it easy to gather and organize information.
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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