Connect Xperiencify and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Student Joins
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 Xperiencify and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Student Joins
Runs when new student joins
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
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
Do thisActions
Action is the task that follows automatically within your Xperiencify integrations.
Add Student to Course
Enroll a student in a course
Find Student By Email
Find student details by email
Update Student Details
Update a student's details
Remove Student From Course
Remove a student from a course
Remove Student From All Courses
Remove student from all
Add Tags To Student
Assign tags to a student
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Frequently Asked Questions
To start, connect both your Xperiencify and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Xperiencify triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Xperiencify 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 Xperiencify 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 Xperiencify 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 Xperiencify
Xperiencify is an online course platform that builds 8 psychological triggers into your course.
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
