Connect Instantly and Perfex CRM
Integrate Instantly with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Perfexcrm when New Lead in Campaign in Instantly.ai
Create Contract in Perfexcrm when New Lead in Campaign in Instantly.ai
Create Customer in Perfexcrm when New Lead in Campaign in Instantly.ai
Create Estimate in Perfex CRM when New Lead in Campaign in Instantly.ai
Create Project in Perfexcrm when New Lead in Campaign in Instantly.ai
Popular Instantly + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Instantly
When this happens...
New Lead in Campaign
New Email Received
New Email Sent
Lead Unsubscribed
Campaign Completed
Lead Marked as not interested
Lead Marked as interested
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 Lead in Campaign in Instantly.ai
Use this flowCreate Contract in Perfexcrm when New Lead in Campaign in Instantly.ai
Use this flowCreate Customer in Perfexcrm when New Lead in Campaign in Instantly.ai
Use this flowCreate Estimate in Perfex CRM when New Lead in Campaign in Instantly.ai
Use this flowCreate Project in Perfexcrm when New Lead in Campaign in Instantly.ai
Use this flowCreate Proposal in Perfex CRM when New Lead in Campaign in Instantly.ai
Use this flowCreate Task in Perfexcrm when New Lead in Campaign in Instantly.ai
Use this flowCreate Ticket in Perfex CRM when New Lead in Campaign in Instantly.ai
Use this flowCreate Timesheet in Perfexcrm when New Lead in Campaign in Instantly.ai
Use this flowCreate Lead in Perfexcrm when New Email Received
Use this flowSupported Triggers & Actions
Everything you can automate between Instantly and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Lead Unsubscribed
Triggered when a specific lead is unsubscribed.
Campaign Completed
Triggered when a specific campaign is completed.
Lead Marked as not interested
Triggered when a Lead is marked as not interested.
Do thisActions
Action is the task that follows automatically within your Instantly integrations.
Create Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead list.
Test account vitals
Test account vitals.
Add Lead to List
Add multiple leads to a list.
Add Lead to Campaign
Add multiple leads to a campaign.
Create Campaign
Create a campaign
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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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 Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn moreSimilar apps
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 Instantly 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 Instantly 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 Instantly triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Instantly. 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 Instantly and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Instantly 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.
