
When this happens...

Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contract is created
Triggers when a new customer is added
Triggers when a new lead is created
Triggers when a new project is created
Triggers when a new task is created
Triggers when a new ticket is created
Action is the task that follows automatically within your Minelead integrations.
Add one or more leads
Get a person's company email
Find domain emails and status
Check if an email is valid
Search for companies matching specific industries or keywords. Returns a list of companies associated with the provided tags.
Creates a new lead
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To start, connect both your Minelead and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Minelead triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Minelead 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 Minelead 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 Minelead 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.
Minelead is a free email finder and domain email finder. It's a free unlimited lead generation solution to find email addresses and company contact information.
Learn MorePerfex 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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