Connect Snov.io and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Campaign Email Sent
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 Snov.io and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Campaign Email Sent
Runs when campaign email sent
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 Snov.io integrations.
Add Or Update Prospect
Add or update a prospect
Find, Create or Update Prospect
Find, create or update prospect
Search Emails By Name and Domain
Find verified business email addresses using a prospect’s name and company domain. Automatically starts the search and returns the final verified email results in a single action.
Set Recipient Status
Set campaign recipient status
Check User Balance
See remaining credit balance
Get Prospects List
This method returns all lists created by the user.
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Frequently Asked Questions
To start, connect both your Snov.io and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Snov.io triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Snov.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 Snov.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 Snov.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 Snov.io
Snovio is a comprehensive platform designed to streamline your email outreach and lead generation efforts. It offers tools for email finding, verification, and sending, making it an essential resource for sales and marketing professionals looking to enhance their outreach strategies.
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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