Connect Pitchit and Perfex CRM
Integrate Pitchit with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Perfexcrm when When a new pitch is created in Pitchit
Create Contract in Perfexcrm when When a new pitch is created in Pitchit
Create Customer in Perfexcrm when When a new pitch is created in Pitchit
Create Estimate in Perfex CRM when When a new pitch is created in Pitchit
Create Project in Perfexcrm when When a new pitch is created in Pitchit
Popular Pitchit + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Pitchit
When this happens...
When a new pitch is created
When a meeting is booked
When a lead's priority changes
When a lead's insights are updated
Choose an action
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Lead in Perfexcrm when When a new pitch is created in Pitchit
Use this flowCreate Contract in Perfexcrm when When a new pitch is created in Pitchit
Use this flowCreate Customer in Perfexcrm when When a new pitch is created in Pitchit
Use this flowCreate Estimate in Perfex CRM when When a new pitch is created in Pitchit
Use this flowCreate Project in Perfexcrm when When a new pitch is created in Pitchit
Use this flowCreate Proposal in Perfex CRM when When a new pitch is created in Pitchit
Use this flowCreate Task in Perfexcrm when When a new pitch is created in Pitchit
Use this flowCreate Ticket in Perfex CRM when When a new pitch is created in Pitchit
Use this flowCreate Timesheet in Perfexcrm when When a new pitch is created in Pitchit
Use this flowCreate Lead in Perfexcrm when When a meeting is booked in Pitchit
Use this flowSupported Triggers & Actions
Everything you can automate between Pitchit and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new pitch is created
Runs the workflow automatically when a new pitch is created in Pitchit.
When a meeting is booked
Runs the workflow automatically whenever a meeting is booked in the account.
When a lead's priority changes
Runs the workflow automatically whenever any lead's priority is changed.
When a lead's insights are updated
Runs the workflow automatically whenever any lead's insights are updated in the account.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
Do thisActions
Action is the task that follows automatically within your Pitchit integrations.
Add Lead to Pitchit
Adds a new lead to Pitchit and assigns them to the selected campaign.
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
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 Pitchit
Pitchit is an innovative AI-driven platform designed to enhance your pitching skills and presentations. It leverages advanced AI tools to provide feedback, suggestions, and improvements for your pitches, ensuring you deliver compelling and effective presentations every time.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pitchit and Perfex CRM 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 Pitchit and Perfex CRM 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 Perfex CRM. No coding required.
Yes. You can set up a workflow where Pitchit triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Pitchit. 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 Pitchit and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pitchit and Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
