Connect Perfex CRM and POWr Popup to Build Intelligent Automations

Choose a Trigger

Perfex CRM

When this happens...

Choose an Action

POWr Popup

Automatically do this!

Enable Integrations or automations with these events of Perfex CRM and POWr Popup

Enable Integrations or automations with these events of Perfex CRM and POWr Popup

Triggers

New Contract

New Contract

Triggers when a new contract is created

New Customer

New Customer

Triggers when a new customer is added

New Lead

New Lead

Triggers when a new lead is created

New Project

New Project

Triggers when a new project is created

New Task

New Task

Triggers when a new task is created

New Ticket

New Ticket

Triggers when a new ticket is created

Actions

Create Lead

Create Lead

Creates a new lead

Create Contract

Create Contract

Creates a contract in the system

Create Customer

Create Customer

Creates a new customer

Create Estimate

Create Estimate

Creates a estimate in the system

Create Project

Create Project

Creates a project in the system

Create Proposal

Create Proposal

Creates a new proposal in the system

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Frequently Asked Questions

How do I start an integration between Perfex CRM and POWr Popup?

To start, connect both your Perfex CRM and POWr Popup accounts to viaSocket. Once connected, you can set up a workflow where an event in Perfex CRM triggers actions in POWr Popup (or vice versa).

Can we customize how data from Perfex CRM is recorded in POWr Popup?

Absolutely. You can customize how Perfex CRM data is recorded in POWr Popup. This includes choosing which data fields go into which fields of POWr Popup, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Perfex CRM and POWr Popup?

The data sync between Perfex CRM and POWr Popup typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Perfex CRM to POWr Popup?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Perfex CRM and POWr Popup?

Yes, you can set conditional logic to control the flow of data between Perfex CRM and POWr Popup. 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

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.

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POWr Popup

About POWr Popup

POWR Popup is the easy way to collect email subscribers, reduce cart abandonment and boost sales on any website.

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