Connect Productroad and Perfex CRM
Integrate Productroad with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Productroad + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Productroad
When this happens...
New Post
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 New Post in Productroad
Use this flowCreate Contract in Perfexcrm when New Post in Productroad
Use this flowCreate Customer in Perfexcrm when New Post in Productroad
Use this flowCreate Estimate in Perfex CRM when New Post in Productroad
Use this flowCreate Project in Perfexcrm when New Post in Productroad
Use this flowCreate Proposal in Perfex CRM when New Post in Productroad
Use this flowCreate Task in Perfexcrm when New Post in Productroad
Use this flowCreate Ticket in Perfex CRM when New Post in Productroad
Use this flowCreate Timesheet in Perfexcrm when New Post in Productroad
Use this flowChange Post Status in Productroad when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Productroad and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Trigger when new post created.
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
Do thisActions
Action is the task that follows automatically within your Productroad integrations.
Change Post Status
To change status of the post you need to know ID of that post
Create Post
You can create posts on your own behalf or on behalf of your users.
Create Post on Behalf of Customer
The request is identical to creating a post on your own behalf, but you need to add the email and full_name parameters, containing the email and username,
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
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 Productroad
Productroad is a comprehensive platform designed to streamline product management processes. It offers tools for roadmapping, feedback collection, and prioritization, enabling teams to efficiently plan and execute product strategies. With Productroad, product managers can align their teams, gather valuable insights from stakeholders, and ensure that product development is on track and aligned with business goals.
Learn moreSimilar apps
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 Productroad 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 Productroad 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 Productroad triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Productroad. 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 Productroad and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Productroad 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.
