Connect Hive and Perfex CRM to Build Intelligent Automations
Ready to use Hive and Perfex CRM automations
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Action
Retrieve actions in the selected project created since the specified time.
Updated Action
Retrieve actions from the selected project in a workspace that were modified within the past specified minutes.
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 Hive integrations.
Create Action for Project
Create a new action (task) in a selected Hive project and set its scheduled date.
Create Message
Post a new message to a Hive workspace group (container), with optional sender name, picture, and message color.
Copy Project
Create a new project in the selected workspace by copying an existing project's settings; optionally include dates, assignees, and action statuses.
Update Action
Change the status of an existing Hive action (e.g., To-Do, In Progress, Done).
Create Action for WorkSpace
Create a new Hive action (task) in the selected workspace with title, assignees, optional description, scheduled date, and project.
Trigger Action Temaplate
Apply a saved action template to a selected Hive action in a workspace.
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Frequently Asked Questions
To start, connect both your Hive and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Hive triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Hive 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 Hive 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 Hive 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 Hive
Hive is a powerful project management and collaboration platform designed to help teams work more efficiently. With features like task management, messaging, file sharing, and analytics, Hive streamlines workflows and enhances productivity.
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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