Connect Savio and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Company 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
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Alert when a contact is added
New Company Created
Runs when new company 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
Do thisActions
Action is the task that follows automatically within your Savio integrations.
Log Product Feedback
Add product feedback
List All Companies
Show all customer companies
List All Contacts
See all customer contacts
Upsert Contact
Add or update a contact
Add Or Update Company
Add or update a company
List Feature Requests
List customer feature requests
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Frequently Asked Questions
To start, connect both your Savio and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Savio triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Savio 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 Savio 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 Savio 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 Savio
Savio is a powerful tool designed to streamline customer feedback management, helping businesses gather, organize, and prioritize feedback to enhance product development and customer satisfaction.
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
