Connect Lingoes.ai and Perfex CRM to Build Intelligent Automations

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Lingoes.ai

When this happens...

Choose an Action

Perfex CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contract

New Contract

Triggers when a new contract is created

New Customer

New Customer

Triggers when a new customer is added

New Lead

New Lead

Triggers when a new lead is created

New Project

New Project

Triggers when a new project is created

New Task

New Task

Triggers when a new task is created

New Ticket

New Ticket

Triggers when a new ticket is created

Do thisActions

Action is the task that follows automatically within your Lingoes.ai integrations.

Classify Text With LingoesAI Ready Model

Classify Text With LingoesAI Ready Model

Ready multilingual and multi-domain NLP model for classifying your texts with class labels defined by you. Can be used for multiple different classification use cases like sentiment analysis, category identification, and intent detection.

Create Lead

Create Lead

Creates a new lead

Create Contract

Create Contract

Creates a contract in the system

Create Customer

Create Customer

Creates a new customer

Create Estimate

Create Estimate

Creates a estimate in the system

Create Project

Create Project

Creates a project in the system

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Frequently Asked Questions

How do I start an integration between Lingoes.ai and Perfex CRM?

To start, connect both your Lingoes.ai and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Lingoes.ai triggers actions in Perfex CRM (or vice versa).

Can we customize how data from Lingoes.ai is recorded in Perfex CRM?

Absolutely. You can customize how Lingoes.ai 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.

How often does the data sync between Lingoes.ai and Perfex CRM?

The data sync between Lingoes.ai and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Lingoes.ai to Perfex CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Lingoes.ai and Perfex CRM?

Yes, you can set conditional logic to control the flow of data between Lingoes.ai 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.

Lingoes.ai

About Lingoes.ai

Lingoes.ai is an advanced AI-powered language processing tool designed to assist users in translating, understanding, and generating text across multiple languages. It leverages cutting-edge artificial intelligence to provide accurate translations, language learning support, and text analysis, making it an essential tool for both personal and professional use.

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Perfex CRM

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.

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