Connect Instapage and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Workspace
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 Instapage and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Workspace
Trigger when new workspace is created.
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 Instapage integrations.
Create Workspace
Creates a workspace.
Rename Workspace
Rename an existing workspace.
Delete Workspace
Delete an existing workspace.
Create Group
Creates a Group.
Update Group
Updates a Group.
Delete Group
Delete an existing group.
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Frequently Asked Questions
To start, connect both your Instapage and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Instapage triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Instapage 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 Instapage 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 Instapage 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 Instapage
Instapage is the leader in post-click optimization and maximizes conversions for advertisers and marketers by enabling them to create, optimize, and personalize landing pages at scale.
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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