Connect Respond.io and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
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 Respond.io and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact 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 Respond.io integrations.
Assign/Unassign Conversation
Updates the assignee of a specific contact. You can unassign the contact by leaving the assignee value empty.
List All Users
Retrieves the list of all users
List All Contacts
List all available contacts. You can use filters in the request body to limit the results to only records with matching contact field values.
Create a Comment
Adds a comment to a conversation
Add Space Tag
Adds a space tag
Add Tags
Add tags for a contact
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Frequently Asked Questions
To start, connect both your Respond.io and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Respond.io triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Respond.io 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 Respond.io 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 Respond.io 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 Respond.io
respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.
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.
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