Connect Salesflare and Perfex CRM
Integrate Salesflare with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Salesflare + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Salesflare
When this happens...
New Account
New Contact
New Opportunity
New Task
New Workflow Step Created
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 Account in Salesflare
Use this flowCreate Contract in Perfexcrm when New Account in Salesflare
Use this flowCreate Customer in Perfexcrm when New Account in Salesflare
Use this flowCreate Estimate in Perfex CRM when New Account in Salesflare
Use this flowCreate Project in Perfexcrm when New Account in Salesflare
Use this flowCreate Proposal in Perfex CRM when New Account in Salesflare
Use this flowCreate Task in Perfexcrm when New Account in Salesflare
Use this flowCreate Ticket in Perfex CRM when New Account in Salesflare
Use this flowCreate Timesheet in Perfexcrm when New Account in Salesflare
Use this flowCreate Lead in Perfexcrm when New Contact in Salesflare
Use this flowSupported Triggers & Actions
Everything you can automate between Salesflare and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Trigger When a new Account is created
New Contact
Trigger when New Contact Created
New Opportunity
Trigger when new opportunity is created
New Task
Trigger when a new task is created
New Workflow Step Created
Runs when new workflow step created
New Contract
Triggers when a new contract is created
Do thisActions
Action is the task that follows automatically within your Salesflare integrations.
Find account
Find an account
Find Contact
Find a contact
Find Opportunity
Find an Opportunity
Find Person
Find a person by ID, name, or account.
Find Pipeline Stage
Find a Pipeline Stage
Find User
Find a User
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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From idea to automation.
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 Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Salesflare 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 Salesflare 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 Salesflare triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Salesflare. 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 Salesflare and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Salesflare 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.
