Connect Perfex CRM and MailChimp 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!
Add Note to Subscriber
Add Subscriber to Tag
Update Subscriber
Archive Subscriber
Create Campaign
Create Custom Event
Remove Subscriber from Tag
Delete Subscriber
Find Campaign
Find Subscriber
Send Campaign
Find Customer
Create Tag
Update Subscriber
Find Tag
Campaign Report
Get Latest Chimp Chatter
Add or Remove Member tags
Add Customer
Get Audience
Ready to use Perfex CRM and MailChimp automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Do thisActions
Action is the task that follows automatically within your Perfex CRM integrations.
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
Know More About Perfexcrm and Mailchimp Integrations
4 Must Try Mailchimp Automation Strategies You Need Today
Discover four Mailchimp automation strategies with viaSocket to convert subscribers, engage event participants, securely store contact data, and keep your CRM up to date.
A Step by Step Guide to Automate Customer Communication
Learn how to automate customer communication with a practical, step-by-step guide. Discover what to automate, the benefits, and simple workflows for timely, personalized messages across email, SMS, and chat.
Best Software for Email Marketing
This quick guide compares leading email marketing platforms—Mailchimp, HubSpot, Campaigner, Brevo, Omnisend, and Zoho Campaigns—covering pricing, features, automation, and audience segmentation.
Step-by-Step Guide to Your First Mailchimp Campaign
Step-by-step guide to creating your first Mailchimp email campaign: audience setup, sender details, subject lines, email design, sending options, and performance tracking.
8 Best Free Email Marketing Tools You Need in 2025
Explore eight top free email marketing tools for 2025. Compare target users, core features, and free plan limits for Mailchimp, Sender, Benchmark Email, Moosend, Brevo, GetResponse, ActiveCampaign, and MailerLite.
Step by step guides to integrate Perfex CRM and MailChimp
Frequently Asked Questions
To start, connect both your Perfex CRM and MailChimp accounts to viaSocket. Once connected, you can set up a workflow where an event in Perfex CRM triggers actions in MailChimp (or vice versa).
Absolutely. You can customize how Perfex CRM data is recorded in MailChimp. This includes choosing which data fields go into which fields of MailChimp, setting up custom formats, and filtering out unwanted information.
The data sync between Perfex CRM and MailChimp 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 MailChimp. 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 MailChimp
Mailchimp is an all-in-one marketing platform that helps businesses manage and talk to their clients, customers, and other interested parties.
Learn More
