Connect Perfex CRM and Toggl Track
Integrate Perfex CRM with Toggl Track to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Client in Toggl-track when New Contract in Perfexcrm
Create a Project in Toggl-track when New Contract in Perfexcrm
Create a Tag in Toggl-track when New Contract in Perfexcrm
Create a Task in Toggl-track when New Contract in Perfexcrm
Create a Time Entry in Toggl-track when New Contract in Perfexcrm
Popular Perfex CRM + Toggl Track 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
Toggl Track
Automatically do this!
Create a Client
Create a Project
Create a Tag
Create a Task
Create a Time Entry
Start Time Entry
Stop a Time Entry
Find User By Email
Create Group
Add project member
Create a Client in Toggl-track when New Contract in Perfexcrm
Use this flowCreate a Project in Toggl-track when New Contract in Perfexcrm
Use this flowCreate a Tag in Toggl-track when New Contract in Perfexcrm
Use this flowCreate a Task in Toggl-track when New Contract in Perfexcrm
Use this flowCreate a Time Entry in Toggl-track when New Contract in Perfexcrm
Use this flowStart Time Entry in Toggl-track when New Contract in Perfexcrm
Use this flowStop a Time Entry in Toggl-track when New Contract in Perfexcrm
Use this flowFind User By Email in Toggl Track when New Contract in Perfexcrm
Use this flowCreate Group in Toggl-track when New Contract in Perfexcrm
Use this flowAdd project member to Toggl Track when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Perfex CRM and Toggl Track.
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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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 Toggl Track
Toggl Track is a time tracking tool designed to help individuals and teams measure and manage their work hours effectively. It offers features like time tracking, reporting, and project management across web, desktop, and mobile platforms.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Perfex CRM and Toggl Track 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 Toggl Track 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 Toggl Track. No coding required.
Yes. You can set up a workflow where Perfex CRM triggers actions in Toggl Track, and a separate workflow where Toggl Track 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 Toggl Track. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Perfex CRM and Toggl Track integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
