Connect Zendesk Sell and Perfex CRM
Integrate Zendesk Sell with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Perfexcrm when New Product Is Added in Zendesk Sell
Create Contract in Perfexcrm when New Product Is Added in Zendesk Sell
Create Customer in Perfexcrm when New Product Is Added in Zendesk Sell
Create Estimate in Perfex CRM when New Product Is Added in Zendesk Sell
Create Project in Perfexcrm when New Product Is Added in Zendesk Sell
Popular Zendesk Sell + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Zendesk Sell
When this happens...
New Product Is Added
New Task Is Created
New Note Is Created
New Lead Created or Updated
New Deal Created or Updated
New Contact Created or Updated
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 New Product Is Added in Zendesk Sell
Use this flowCreate Contract in Perfexcrm when New Product Is Added in Zendesk Sell
Use this flowCreate Customer in Perfexcrm when New Product Is Added in Zendesk Sell
Use this flowCreate Estimate in Perfex CRM when New Product Is Added in Zendesk Sell
Use this flowCreate Project in Perfexcrm when New Product Is Added in Zendesk Sell
Use this flowCreate Proposal in Perfex CRM when New Product Is Added in Zendesk Sell
Use this flowCreate Task in Perfexcrm when New Product Is Added in Zendesk Sell
Use this flowCreate Ticket in Perfex CRM when New Product Is Added in Zendesk Sell
Use this flowCreate Timesheet in Perfexcrm when New Product Is Added in Zendesk Sell
Use this flowCreate Lead in Perfexcrm when New Task Is Created in Zendesk Sell
Use this flowSupported Triggers & Actions
Everything you can automate between Zendesk Sell and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Is Added
Runs when new product is added
New Task Is Created
Runs when new task is created
New Note Is Created
Runs when new note is created
New Lead Created or Updated
Triggers when a lead is added or an existing lead’s details change.
New Deal Created or Updated
Triggers when a deal is created or updated in Zendesk Sell.
New Contact Created or Updated
Runs when new contact is created
Do thisActions
Action is the task that follows automatically within your Zendesk Sell integrations.
Update Contact or Company Details
Update a contact's or company's details using their ID or email.
Stop Sequence Enrollment
Stop an active sequence enrollment for a lead or contact.
Create Product
Create a new product in your sales catalog with name, details and pricing so teams can use it in deals and quotes.
Update Product By ID
Update a product by its ID to change name, price, description, or other attributes.
Create a Lead
Create a single lead with contact, company, status, tags and custom fields.
Create Note
Add a note to a deal, contact, or lead.
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 Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zendesk Sell 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 Zendesk Sell 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 Zendesk Sell triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Zendesk Sell. 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 Zendesk Sell and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zendesk Sell 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.
