Connect Webinargeek and Perfex CRM
Integrate Webinargeek with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Perfexcrm when Unsubscribed From Webinar in Webinargeek
Create Contract in Perfexcrm when Unsubscribed From Webinar in Webinargeek
Create Customer in Perfexcrm when Unsubscribed From Webinar in Webinargeek
Create Estimate in Perfex CRM when Unsubscribed From Webinar in Webinargeek
Create Project in Perfexcrm when Unsubscribed From Webinar in Webinargeek
Popular Webinargeek + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Webinargeek
When this happens...
Unsubscribed From Webinar
New Registration
Assessment Passed
New Live Viewer
New Replay Viewer
Live Viewer Stop Watching
Viewer Stop Watching
New Viewer Started Watching
Replay Viewer Stop Watching
New Email Verified
Choose an action
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Lead in Perfexcrm when Unsubscribed From Webinar in Webinargeek
Use this flowCreate Contract in Perfexcrm when Unsubscribed From Webinar in Webinargeek
Use this flowCreate Customer in Perfexcrm when Unsubscribed From Webinar in Webinargeek
Use this flowCreate Estimate in Perfex CRM when Unsubscribed From Webinar in Webinargeek
Use this flowCreate Project in Perfexcrm when Unsubscribed From Webinar in Webinargeek
Use this flowCreate Proposal in Perfex CRM when Unsubscribed From Webinar in Webinargeek
Use this flowCreate Task in Perfexcrm when Unsubscribed From Webinar in Webinargeek
Use this flowCreate Ticket in Perfex CRM when Unsubscribed From Webinar in Webinargeek
Use this flowCreate Timesheet in Perfexcrm when Unsubscribed From Webinar in Webinargeek
Use this flowCreate Lead in Perfexcrm when New Registration in Webinargeek
Use this flowSupported Triggers & Actions
Everything you can automate between Webinargeek and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Unsubscribed From Webinar
Triggers when someone unsubscribes from a webinar.
New Registration
Triggers when someone subscribes to a webinar.
Assessment Passed
Triggers when a viewer passes the assessment for a webinar.
New Live Viewer
Triggers after someone watches a live or automated webinar at the scheduled time (replays and on-demand webinars are excluded).
New Replay Viewer
Triggers when someone is watching a replay.
Live Viewer Stop Watching
Triggers when a live viewer stops watching a webinar.
Do thisActions
Action is the task that follows automatically within your Webinargeek integrations.
Subscribe to a Series of Webinars
Register someone to all webinars in the webinar series. If one of the webinars in the series has multiple broadcasts, the contact will be subscribed to the first upcoming one.
Subscribe to a Single Webinar
Register someone for your webinar.
Unsubscribe From a Broadcast
Unsubscribe a specific subscriber from a broadcast.
List All Webinar
List all the Webinars.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Webinargeek
Webinargeek is a comprehensive platform designed to facilitate the creation, management, and delivery of webinars. It offers a range of features to enhance audience engagement, track performance, and ensure seamless communication during live events. With tools for registration, interaction, and analytics, Webinargeek is ideal for businesses and educators looking to connect with their audience through webinars.
Learn more
About 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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Webinargeek and Perfex CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Webinargeek and Perfex CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Perfex CRM. No coding required.
Yes. You can set up a workflow where Webinargeek triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Webinargeek. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Webinargeek and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Webinargeek and Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
