Connect Moosend and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Subscriber
New Unsubscriber
Update Subscriber
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 Moosend and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscriber
Triggers when a new subscriber is added to a mailing list.
New Unsubscriber
Triggers when a subscriber is unsubscribed.
Update Subscriber
Triggers when a subscriber’s profile has been updated.
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
Do thisActions
Action is the task that follows automatically within your Moosend integrations.
Unsubscribe Member
Unsubscribes a member from target mailing lists.
Create Custom Field
Create a new custom field in a specific mailing list.
Create Empty Segment
Creates an empty segment in a specific mailing list.
Delete Subscriber
Permanently removes a subscriber from a mailing list without adding them to the suppression list.
Search Subscriber
Retrieves detailed information about a subscriber by email address or ID within a specific mailing list.
Create/Update Subscriber
Creates/update a subscriber in a specific mailing list.
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Frequently Asked Questions
To start, connect both your Moosend and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Moosend triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Moosend 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 Moosend 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 Moosend 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 Moosend
Moosend is an email marketing & automations platform that helps you ease the burden of sending your email campaigns and managing your mailing lists.
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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