Connect Perfex CRM and Delta Exchange

Sign up for a free viaSocket account, then authorize both your Perfex CRM and Delta Exchange 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 Perfex CRM and Delta Exchange 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 Delta Exchange. No coding required.

Yes. You can set up a workflow where Perfex CRM triggers actions in Delta Exchange, and a separate workflow where Delta Exchange triggers actions in Perfex CRM. 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 Perfex CRM and Delta Exchange. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.