Connect StoreHippo and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Product Created
New User Enquiry
New User
New Order
User Updated
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 StoreHippo and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Created
Trigger when new product is created.
New User Enquiry
Trigger when a new user enquiry.
New User
Trigger when new user is created.
New Order
Triggers when there's a new order.
User Updated
Trigger when user is updated.
New Contract
Triggers when a new contract is created
Do thisActions
Action is the task that follows automatically within your StoreHippo integrations.
Add Enquiry
Creates a new enquiry in store-hippo system
Add Product
Adds a new product in storehippo system
Add User
Add a new User in Storehippo system
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
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Frequently Asked Questions
To start, connect both your StoreHippo and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in StoreHippo triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how StoreHippo 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 StoreHippo 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 StoreHippo 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 StoreHippo
StoreHippo is a comprehensive e-commerce platform designed to help businesses create, manage, and scale their online stores with ease. It offers a wide range of features including customizable themes, mobile-ready designs, multi-currency support, and integrated marketing tools.
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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