Connect LinkedIn and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Recent Post Comments
New Post in Company Page
New Comment on Company's Page Post
New Reply on a Comment
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 LinkedIn and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Recent Post Comments
Fetch recent comments for one or more LinkedIn posts within the past N minutes (default 15), returning the newest comments first.
New Post in Company Page
Triggers when a new post is made on a company page you follow.
New Comment on Company's Page Post
Triggers when new comment was created on company page's post.
New Reply on a Comment
Triggers when new reply is create on a comment.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
Do thisActions
Action is the task that follows automatically within your LinkedIn integrations.
Create a linkedin image post
Creates a new post. Share text with an image on your profile.
Get an Organization
Get an all existing organization.
Create a linkedin Article or URL post
Share an article or URL to your profile.
Create a linkedin video post
Creates a new post. Cretaes a video post on the LinkedIn page.
Reply to a Comment
Create reply to a comment.
Like On a Linkedin Post
Create like on a linkedin post
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Frequently Asked Questions
To start, connect both your LinkedIn and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in LinkedIn triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how LinkedIn 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 LinkedIn 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 LinkedIn 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 LinkedIn
LinkedIn is a professional networking platform that allows users to connect with colleagues, discover job opportunities, and share industry insights.
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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