
When this happens...
New Contract
New Customer
New Lead
New Project
New Task
New Ticket
New Proposal
New Estimate
New Invoice

Automatically do this!
Find Campaign By ID Or Name
Add Contact to Customer List
Find Customer List
Set Campaign Status
Send Offline Conversions
Google Ads Performance Report by Custom Query
Manage Campaign Budget
Manage Seasonal Adjustment
Manage Asset Group
List Campaign Budgets
Find Seasonal Bid Adjustments
Create Assets
Manage Assets in Asset Set
Manage Asset Sets
Create Google Ads Campaign
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 Perfex CRM integrations.
Creates a new lead
Creates a contract in the system
Creates a new customer
Creates a estimate in the system
Creates a project in the system
Creates a new proposal in the system

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
To start, connect both your Perfex CRM and Google Ads accounts to viaSocket. Once connected, you can set up a workflow where an event in Perfex CRM triggers actions in Google Ads (or vice versa).
Absolutely. You can customize how Perfex CRM data is recorded in Google Ads. This includes choosing which data fields go into which fields of Google Ads, setting up custom formats, and filtering out unwanted information.
The data sync between Perfex CRM and Google Ads 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 Google Ads. 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.
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 MoreGoogle Ads is an online advertising platform developed by Google, where advertisers can display brief advertisements, service offerings, product listings, or videos to web users. It can place ads both in the results of search engines like Google Search and on non-search websites, mobile apps, and videos.
Learn More