Connect Suprsend and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Tenants
New Subscriber List
New Template
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 Suprsend and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Creates a new user account in Supersend using the provided user details.
New Tenants
Trigger when a new Tenants is created .
New Subscriber List
Tigger when new subscriber list is created .
New Template
Trigger when new template is created .
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
Do thisActions
Action is the task that follows automatically within your Suprsend integrations.
Create or Update User
Create or update a user profile in Supersend, including emails, SMS/WhatsApp numbers, inbox IDs, timezone, and custom properties.
Create or Update Object
Create a new object (e.g., a contact) or update an existing object's properties in Supersend.
Create Subscriber List
Create a new subscriber list with an ID, optional name and description, and settings for read-only mode and entry/exit tracking.
Add users to Suprsend list
Add one or more users to the selected Suprsend subscriber list.
Remove users from Suprsend list
Remove one or more selected users from a chosen Suprsend subscriber list.
Start List Sync
Begin syncing subscribers into the selected Suprsend list.
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Frequently Asked Questions
To start, connect both your Suprsend and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Suprsend triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Suprsend 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 Suprsend 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 Suprsend 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 Suprsend
Supersend is a powerful email marketing platform designed to help businesses create, send, and track email campaigns with ease. With advanced automation features, customizable templates, and detailed analytics, Supersend ensures your email marketing efforts are effective and efficient.
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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