Connect NextLead and Perfex CRM
Integrate NextLead with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Perfexcrm when Contact Added to List in NextLead
Create Contract in Perfexcrm when Contact Added to List in NextLead
Create Customer in Perfexcrm when Contact Added to List in NextLead
Create Estimate in Perfex CRM when Contact Added to List in NextLead
Create Project in Perfexcrm when Contact Added to List in NextLead
Popular NextLead + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
NextLead
When this happens...
Contact Added to List
Choose an action
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Lead in Perfexcrm when Contact Added to List in NextLead
Use this flowCreate Contract in Perfexcrm when Contact Added to List in NextLead
Use this flowCreate Customer in Perfexcrm when Contact Added to List in NextLead
Use this flowCreate Estimate in Perfex CRM when Contact Added to List in NextLead
Use this flowCreate Project in Perfexcrm when Contact Added to List in NextLead
Use this flowCreate Proposal in Perfex CRM when Contact Added to List in NextLead
Use this flowCreate Task in Perfexcrm when Contact Added to List in NextLead
Use this flowCreate Ticket in Perfex CRM when Contact Added to List in NextLead
Use this flowCreate Timesheet in Perfexcrm when Contact Added to List in NextLead
Use this flowCreate Contact in NextLead when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between NextLead and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added to List
Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.
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
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
Do thisActions
Action is the task that follows automatically within your NextLead integrations.
Create Contact
Creates a new lead.
Create a sale
Create a new sale with the details you provide.
Create lead structure
Create a new lead structure in NextLead using the data you provide.
Delete Contact
Deletes a contact from NextLead using the contact's email or LinkedIn profile URL.
Delete a sales deal
Remove a sales deal from your NextLead account.
Delete Structure
Deletes a structure (company record) from NextLead by Name or SIRET ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About NextLead
NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your NextLead and Perfex CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between NextLead and Perfex CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Perfex CRM. No coding required.
Yes. You can set up a workflow where NextLead triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in NextLead. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between NextLead and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire NextLead and Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
