Connect Pinterest and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Board
New Pin Created
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Ready to use Pinterest and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Board
Runs when you create a new board
New Pin Created
Runs when a new pin is created in your Pinterest account.
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
Do thisActions
Action is the task that follows automatically within your Pinterest integrations.
Create Board
Creates a new board in your Pinterest account with a name, description, and visibility (public or private).
List Pins
List pins from your account
Delete Board
Permanently deletes a single Pinterest board from your account.
Get Board Sections
Get all sections from the selected board.
List Boards
List your Pinterest boards.
Create Lead
Creates a new lead
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Frequently Asked Questions
To start, connect both your Pinterest and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Pinterest triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Pinterest data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Pinterest and Perfex CRM 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 Pinterest and Perfex CRM. 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 Pinterest
Pinterest is the world’s catalog of ideas that more than 100 million people around the world use every month to get more creative in their everyday lives. Save images and videos ("Pins") to curated collections ("Boards") from any website, or upload your own. Build your online presence and grow your audience by sharing your visual catalog, and track what your audience thinks through their Likes and repins.
Learn MoreAbout 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
