Connect Zoominfo and Perfex CRM
Integrate Zoominfo with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Enrich Company with data from ZoomInfo when New Contract in Perfexcrm
Find Contacts in Zoominfo when New Contract in Perfexcrm
Enrich Contact with ZoomInfo when New Contract in Perfexcrm
Find Companies in Zoominfo when New Contract in Perfexcrm
Find News Articles on Zoominfo when New Contract in Perfexcrm
Popular Zoominfo + Perfex CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoominfo
When this happens...
- Request a new Trigger for Zoominfo
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
Enrich Company with data from ZoomInfo when New Contract in Perfexcrm
Use this flowFind Contacts in Zoominfo when New Contract in Perfexcrm
Use this flowEnrich Contact with ZoomInfo when New Contract in Perfexcrm
Use this flowFind Companies in Zoominfo when New Contract in Perfexcrm
Use this flowFind News Articles on Zoominfo when New Contract in Perfexcrm
Use this flowFind Company by IP Address in Zoominfo when New Contract in Perfexcrm
Use this flowFind Company Technologies on ZoomInfo when New Contract in Perfexcrm
Use this flowEnrich Org Chart Contacts with Zoominfo when New Contract in Perfexcrm
Use this flowFind Similar Companies using ZoomInfo when New Contract in Perfexcrm
Use this flowFind Lookalike Contacts in ZoomInfo when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Zoominfo and Perfex CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Ticket
Triggers when a new ticket is created
Do thisActions
Action is the task that follows automatically within your Zoominfo integrations.
Enrich Company
Add or update firmographic, technographic, org chart, and buyer-intent data for companies using ZoomInfo.
Find Contacts
Search your ZoomInfo account for contacts that match specified filters and return matching contact details and pagination information.
Enrich Contact
Add verified data to a contact using provided identifiers and return the selected enrichment fields.
Find Companies
Search for companies that match your filters and return company details with pagination.
Find News Articles
Find news articles using filters and return paginated results.
Find Company by IP Address
Resolve an IPv4 address to a matching company record. IPv6 is not supported. Each successful match uses one enrichment credit unless the record is already under management.
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 Zoominfo
ZoomInfo is an AI-powered go-to-market (GTM) intelligence platform for B2B teams. It combines a large, verified database of companies and contacts with real-time buyer intent signals, org charts, firmographic and technographic insights, and workflow automation. Sales, marketing, recruiting, and RevOps teams use ZoomInfo for lead generation, prospecting, account segmentation, data enrichment, and campaign execution, with native integrations to leading CRMs, MAPs, and sales engagement tools.
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 Zoominfo 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 Zoominfo 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 Zoominfo triggers actions in Perfex CRM, and a separate workflow where Perfex CRM triggers actions in Zoominfo. 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 Zoominfo and Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoominfo 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.
