Enable Integrations or automations with these events of Perfex CRM and TikTok Lead Generation
Triggers when a new contract is created
Triggers when a new customer is added
Triggers when a new lead is created
Triggers when a new project is created
Triggers when a new task is created
Triggers when a new ticket is created
Creates a new lead
Creates a contract in the system
Creates a new customer
Creates a estimate in the system
Creates a project in the system
Creates a new proposal in the system
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Perfex CRM and TikTok Lead Generation accounts to viaSocket. Once connected, you can set up a workflow where an event in Perfex CRM triggers actions in TikTok Lead Generation (or vice versa).
Absolutely. You can customize how Perfex CRM data is recorded in TikTok Lead Generation. This includes choosing which data fields go into which fields of TikTok Lead Generation, setting up custom formats, and filtering out unwanted information.
The data sync between Perfex CRM and TikTok Lead Generation 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 TikTok Lead Generation. 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 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 MoreTikTok's Lead Generation enables businesses of all sizes to create seamless interactions to reach prospects in order to convert them into potential customers.
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