When Event notification is created in AfterShip > Check any condition > Add staff in PerfexCRM
AfterShip + PerfexCRM Integration
PerfexCRM + AfterShip Integration
Integrate AfterShip to PerfexCRM in one click, or tell Integrately AI how you want each shipment handled. Track shipments, create and update customers, log records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Event notification is created in AfterShip Instant
2.
Create lead in PerfexCRM- Search lead in PerfexCRM
- Create customer in PerfexCRM
- Create ticket in PerfexCRM
- Search customer in PerfexCRM
- Update customer in PerfexCRM
- Create task in PerfexCRM
- Create contact in PerfexCRM
- Create invoice in PerfexCRM
- Search invoice in PerfexCRM
- Update task in PerfexCRM
- Search task in PerfexCRM
- Create project in PerfexCRM
- Search project in PerfexCRM
- Add staff in PerfexCRM
- Search ticket in PerfexCRM
- Create tracking in AfterShip
- Update tracking in AfterShip
- Search courier by tracking in AfterShip
- Search tracking in AfterShip
Trusted by experts at...
Ready Workflows for AfterShip + PerfexCRM Integration
Capture event notifications, create customers, update tracking details, alert your team, and manage records, all in just one click.
Most popular automations
When Event notification is created in AfterShip > Check any condition > Create lead in PerfexCRM
AfterShip + PerfexCRM Integration
Create PerfexCRM contact for new AfterShip event notification
When someone completes your AfterShip, a new contact is automatically created in your PerfexCRM. This way, you can quickly follow up with the event notification and turn them into a customer!
Plus, all of the information from the AfterShip is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a AfterShip - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, all of the information from the AfterShip is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a AfterShip - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
Create PerfexCRM customer for new AfterShip event notification
AfterShip + PerfexCRM Integration
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Connect more apps to your AfterShip + PerfexCRM flow
Send tracking updates to messaging tools, sync shipping data with accounting software, and trigger customer follow-ups across your entire stack. Pick a combination and activate it in one click.
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Shopify (3)
Shopify (3) +
Mailchimp (3)
Mailchimp (3) +
Slack (3)
Slack (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Google Sheets (3)
Google Sheets (3) +
Stripe (3)
Stripe (3) S
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Create AfterShip tracking and a PerfexCRM customer for every new Shopify order automatically
New Shopify orders generate tracking in AfterShip and create a customer in PerfexCRM instantly, removing manual data entry.
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When an AfterShip event notification occurs, update tracking and create a PerfexCRM customer
Event notifications in AfterShip update tracking and create corresponding PerfexCRM customers automatically.
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Create a PerfexCRM customer and log Shopify order details whenever AfterShip updates tracking
AfterShip updates trigger customer creation in PerfexCRM and record order data in Shopify effortlessly.
Supported triggers and actions for PerfexCRM and AfterShip
Mix and match to build the exact automation you need
PerfexCRM Triggers & Actions
AfterShip Triggers & Actions
Instant
Event notification is created in AfterShip
Triggers the automation when any event occurs
Try it → What can you automate with AfterShip + PerfexCRM?
Streamline your shipping and customer management operations with automated workflows that eliminate manual data transfer.
🚀
Create PerfexCRM customers from AfterShip event notifications
Automatically generate a customer record in PerfexCRM whenever an event notification is created in AfterShip. Keep your client database synchronized with your active shipments.
📝
Capture every submitted field and tracking detail
Map all available tracking numbers, courier details, and event attributes into your CRM records. Ensure no shipment detail gets lost during data transfer.
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Alert the right team member immediately
Send instant notifications to your support or fulfillment channels the moment a critical shipment update occurs. Keep everyone informed without manual check-ins.
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Route records based on submitted shipping criteria
Perform different actions depending on courier types, delivery zones, or event statuses. Direct high-priority shipments to dedicated support workflows.
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Keep customer records updated as tracking changes
Automatically update existing customer profiles and task statuses in PerfexCRM when tracking details change in AfterShip. Maintain accurate records across platforms.
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Search and update instead of creating duplicates
Check if a customer or tracking record already exists before creating a new entry. Keep your database clean and free of redundant records.
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Handle later status changes like delivery or exceptions
Trigger follow-up tasks when shipments are delivered, delayed, or marked out for delivery. Manage your post-shipping workflows automatically.
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Extend your workflow to team communication tools
Connect your AfterShip and PerfexCRM core flow with Slack to post shipment milestones directly to your operational channels. Coordinate team responses instantly.
And much more...
Who is AfterShip + PerfexCRM integration for?
Operations managers and support teams eliminate manual data entry, keeping shipment tracking and client records perfectly aligned across both platforms.
Operations analysts
Support leads
Account managers
E-commerce managers
Fulfillment specialists
Logistics coordinators
📈
Operations analysts
You review shipment metrics and fulfillment reports every week, but your tracking rows only update when someone exports data by hand, so the delivery counts you base decisions on are always a few hours behind — this integration means every event notification lands in your CRM instantly and your data stays current.
⚡
Support leads
You need to act fast when shipping exceptions occur, but you often find out about delayed orders too late because customer records and tracking tools live in separate tabs — with this integration, new tracking updates create client tickets automatically so your team responds without delay.
🤝
Account managers
You answer to clients who want immediate visibility into their project deliverables and shipment status, but compiling manual updates eats into your billable hours — this integration means every shipment status change updates your client records seamlessly and keeps stakeholders informed.
📦
E-commerce managers
Your order volume is too high for anyone to keep up by hand, leaving your team drowning in repetitive copy-pasting between shipping dashboards and customer files — automating both apps means every new tracking event populates your database without human intervention.
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Fulfillment specialists
You own the delivery follow-up and depend on upstream teams to hand over shipment details before you can begin your work, causing frustrating bottlenecks — connecting these apps means client profiles and tracking tasks are generated the moment an event occurs.
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Logistics coordinators
You need a reliable history of every shipment and customer interaction, but manual entry keeps leaving frustrating gaps in your audit trails — this integration means every tracking update and client record is logged accurately every single time.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate PerfexCRM + AfterShip
Build and manage your PerfexCRM + AfterShip automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect PerfexCRM + AfterShip with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Frequently Asked Questions
How do I connect AfterShip to PerfexCRM?
You can connect AfterShip to PerfexCRM instantly using 1-click ready automations or by asking Integrately AI to build the workflow for you.
Can I automatically create a PerfexCRM customer from AfterShip event notifications?
Can I connect AfterShip, PerfexCRM, and Slack?
What is a good Zapier alternative for AfterShip and PerfexCRM?
How does AfterShip handle event notifications in this integration?
Can I update customer records in PerfexCRM when tracking changes?
Do I need coding skills to automate AfterShip and PerfexCRM?
Is the AfterShip and PerfexCRM integration free?
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