Connect SuperPhone and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Contact Updated
Contact Tags Changed
Message Sent
Message Status 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 SuperPhone and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in SuperPhone.
Contact Updated
Triggers when a specific contact is updated.
Contact Tags Changed
Triggers when a contact tags is changed in SuperPhone.
Message Sent
Triggers when a new message is sent in SuperPhone.
Message Status Updated
Triggers when a specific message is updated.
New Contract
Triggers when a new contract is created
Do thisActions
Action is the task that follows automatically within your SuperPhone integrations.
Create a Contact
Creates a new contact in SuperPhone.
Add Custom Contribution
Add a custom contribution to a SuperPhone contact.
Send Message
Sends a message to your contact with optional files.
Update a Contact
Update a contact details in SuperPhone.
Find a Contact
Find a contact by Contact ID or email and return its details.
Create Lead
Creates a new lead
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Frequently Asked Questions
To start, connect both your SuperPhone and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SuperPhone triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how SuperPhone 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 SuperPhone 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 SuperPhone 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 SuperPhone
SuperPhone is a text marketing platform with broadcasts and 1-to-1 chat to help grow your text marketing channel.
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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