Connect Teachfloor and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Course Updated
Module Is Created
Element Is Created
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 Teachfloor and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Course Updated
Runs when course is updated
Module Is Created
Runs when module is created
Element Is Created
Runs when element is created
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
Do thisActions
Action is the task that follows automatically within your Teachfloor integrations.
Invite User By Email
Send invite to join org/course
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
Create Project
Creates a project in the system
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Frequently Asked Questions
To start, connect both your Teachfloor and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Teachfloor triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Teachfloor 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 Teachfloor 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 Teachfloor 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 Teachfloor
Teachfloor is an online cohort-based courses platform that allows any instructors to set up in just one-click their own online live academy
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.
Learn More
