Connect Perfex CRM and Riddle Quiz Maker to Build Intelligent Automations
Enable Integrations or automations with these events of Perfex CRM and Riddle Quiz Maker
Enable Integrations or automations with these events of Perfex CRM and Riddle Quiz Maker
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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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Perfex CRM and Riddle Quiz Maker accounts to viaSocket. Once connected, you can set up a workflow where an event in Perfex CRM triggers actions in Riddle Quiz Maker (or vice versa).
Absolutely. You can customize how Perfex CRM data is recorded in Riddle Quiz Maker. This includes choosing which data fields go into which fields of Riddle Quiz Maker, setting up custom formats, and filtering out unwanted information.
The data sync between Perfex CRM and Riddle Quiz Maker 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 Riddle Quiz Maker. 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 More
About Riddle Quiz Maker
Riddle is a quiz marketing platform with built-in lead generation forms. In addition to quizzes you can also create polls, survey, personality tests, interactive stories and more.
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