Connect Perfex CRM and youcanbookme to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contract
New Customer
New Lead
New Project
New Task
New Ticket
New Proposal
New Estimate
New Invoice
Choose an Action
Automatically do this!
- Request a new Action for youcanbookme
Enable Integrations or automations with these events of Perfex CRM and youcanbookme
Enable Integrations or automations with these events of Perfex CRM and youcanbookme
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
Know More About Perfexcrm and Youcanbookme Integrations
11 Best Free Meeting Scheduler Apps for 2025
Cal.com makes scheduling easier, especially if you're looking for something flexible and customizable. It's ideal for anyone—from solo users to teams—who wants more control over their scheduling experience.
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Frequently Asked Questions
To start, connect both your Perfex CRM and youcanbookme accounts to viaSocket. Once connected, you can set up a workflow where an event in Perfex CRM triggers actions in youcanbookme (or vice versa).
Absolutely. You can customize how Perfex CRM data is recorded in youcanbookme. This includes choosing which data fields go into which fields of youcanbookme, setting up custom formats, and filtering out unwanted information.
The data sync between Perfex CRM and youcanbookme 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 youcanbookme. 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 MoreAbout youcanbookme
Take bookings online. YouCanBookMe links to your calendar to allow your customers to book your services via the web.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.