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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Unsubscribe
Triggers when subscriber unsubscribe from the list.
New Subscriber
Triggers when a new subscriber is added to the list.
New Subscriber Added
Triggers when a new subscriber is added in specified list.
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 Zagomail integrations.
Create a Subscriber
Adds a new subscriber to a specified mailing list.
Update a Subscriber
Update an existing subscriber.
Find or Create a Subscriber
Search subscriber by email in specified list. Optionally, create a subscriber if none are found.
Delete Subscriber
Deletes an Subscriber.
Unsubscribe Subscriber
Unsubscribe an Subscriber.
Create Lead
Creates a new lead
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Frequently Asked Questions
To start, connect both your Zagomail and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zagomail triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Zagomail 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 Zagomail 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 Zagomail 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 Zagomail
Zagomail is an email marketing platform designed to help businesses create, send, and track email campaigns effectively. It offers a range of features including customizable templates, automation tools, and analytics to optimize email marketing strategies.
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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