Connect Perfex CRM and Salesmate
Integrate Perfex CRM with Salesmate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Perfex CRM + Salesmate 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
Salesmate
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
Add Note in Salesmate when New Contract in Perfexcrm
Use this flowCreate Activity in Salesmate when New Contract in Perfexcrm
Use this flowCreate Company in Salesmate when New Contract in Perfexcrm
Use this flowSearch User in Salesmate when New Contract in Perfexcrm
Use this flowCreate Contact in Salesmate when New Contract in Perfexcrm
Use this flowCreate Deal in Salesmate when New Contract in Perfexcrm
Use this flowUpdate Activity in Salesmate when New Contract in Perfexcrm
Use this flowUpdate Company in Salesmate when New Contract in Perfexcrm
Use this flowUpdate Contact in Salesmate when New Contract in Perfexcrm
Use this flowUpdate Deal in Salesmate when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Perfex CRM and Salesmate.
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 Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Perfex CRM and Salesmate 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 Salesmate 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 Salesmate. No coding required.
Yes. You can set up a workflow where Perfex CRM triggers actions in Salesmate, and a separate workflow where Salesmate 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 Salesmate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Perfex CRM and Salesmate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
