Connect Less Annoying CRM and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Company
New File
New Note
New Event
New Task
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 Less Annoying CRM and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Runs when new contact appears
New Company
Runs when new company is added
New File
Triggers when new file is attach to an contact.
New Note
Triggers when a new note is attach to a contact.
New Event
Triggers when a new event is created.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Less Annoying CRM integrations.
Search or list all contacts/company
Get all contacts and companies
List All Notes
Retrieve all notes
List All Teams
Get all teams in your account
Create Contact or Company
Create a contact or company
Add Note to Contact/Company
Add note to contact/company
Add Contact to Group
Add a contact to a group
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Frequently Asked Questions
To start, connect both your Less Annoying CRM and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Less Annoying CRM triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Less Annoying CRM 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 Less Annoying CRM 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 Less Annoying CRM 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 Less Annoying CRM
Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price. Manage all leads, notes, and tasks in one place.
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.
Learn More
