Connect Perfex CRM and Data Studio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contract
New Customer
New Lead
New Project
New Task
New Ticket
New Proposal
New Estimate
New Invoice
Choose an Action
Automatically do this!
- Request a new Action for Data Studio
Enable Integrations or automations with these events of Perfex CRM and Data Studio
Enable Integrations or automations with these events of Perfex CRM and Data Studio
Triggers
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
New Ticket
Triggers when a new ticket is created
Actions
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
Create Project
Creates a project in the system
Create Proposal
Creates a new proposal in the system
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Frequently Asked Questions
To start, connect both your Perfex CRM and Data Studio accounts to viaSocket. Once connected, you can set up a workflow where an event in Perfex CRM triggers actions in Data Studio (or vice versa).
Absolutely. You can customize how Perfex CRM data is recorded in Data Studio. This includes choosing which data fields go into which fields of Data Studio, setting up custom formats, and filtering out unwanted information.
The data sync between Perfex CRM and Data Studio 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 Perfex CRM and Data Studio. 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 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 MoreAbout Data Studio
Data Studio is a powerful tool by Google that allows users to transform raw data into informative, easy-to-read, and shareable dashboards and reports. It is designed to help businesses and individuals visualize their data in a way that is both meaningful and actionable.
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