Connect tawk.to and Perfex CRM to Build Intelligent Automations
Ready to use tawk.to and Perfex CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor Starts Chat
Runs when a visitor begins a chat on the selected Tawk.to property.
End Chat
Ends an active Tawk.to chat for the selected property.
New Chat Transcript Arrives
Runs when a new chat transcript is saved for the selected Tawk.to property.
Create Chat Ticket
Creates a support ticket in Tawk.to for a chat on the selected property.
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 tawk.to integrations.
Create Tawk.to Site
Creates a new Tawk.to site and optionally sends widget installation instructions to your email.
Get Property Details
Retrieve detailed information about a Tawk.to property, including its settings, team members, chat widgets, files, and creation date.
Create Chat Widget
Creates a new chat widget for a selected Tawk.to property so visitors can message you.
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 tawk.to and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in tawk.to triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how tawk.to 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 tawk.to 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 tawk.to 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 tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
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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