Connect Perfex CRM and Saleshandy
Integrate Perfex CRM with Saleshandy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Contract in Perfexcrm
Assign Prospect Tag in Saleshandy when New Contract in Perfexcrm
Mark Prospect Status in Saleshandy when New Contract in Perfexcrm
Update Prospect Status in Saleshandy when New Contract in Perfexcrm
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Customer in Perfexcrm
Popular Perfex CRM + Saleshandy flows
Start from a real workflow other teams are already running.
Choose a trigger
Perfex CRM
When this happens...
New Contract
New Customer
New Lead
New Project
New Task
New Ticket
New Proposal
New Estimate
New Invoice
Choose an action
Saleshandy
Automatically do this!
Create Prospect/Add Prospect to Sequence OH HOLD
Assign Prospect Tag
Mark Prospect Status
Update Prospect Status
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Contract in Perfexcrm
Use this flowAssign Prospect Tag in Saleshandy when New Contract in Perfexcrm
Use this flowMark Prospect Status in Saleshandy when New Contract in Perfexcrm
Use this flowUpdate Prospect Status in Saleshandy when New Contract in Perfexcrm
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Customer in Perfexcrm
Use this flowAssign Prospect Tag in Saleshandy when New Customer in Perfexcrm
Use this flowMark Prospect Status in Saleshandy when New Customer in Perfexcrm
Use this flowUpdate Prospect Status in Saleshandy when New Customer in Perfexcrm
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Lead in Perfexcrm
Use this flowAssign Prospect Tag in Saleshandy when New Lead in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Perfex CRM and Saleshandy.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Perfex CRM and Saleshandy 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 Saleshandy 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 Saleshandy. No coding required.
Yes. You can set up a workflow where Perfex CRM triggers actions in Saleshandy, and a separate workflow where Saleshandy 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 Saleshandy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Perfex CRM and Saleshandy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
