PerfexCRM + ConvertKit Integration

Connect PerfexCRM to ConvertKit in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ConvertKit
    Subscriber is confirmed in ConvertKit
  • ConvertKit
    Tag subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    Sequence subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    User unsubscribes from emails in ConvertKit Instant
  • ConvertKit
    Form is created in ConvertKit
  • ConvertKit
    Sequence is created in ConvertKit
  • ConvertKit
    Purchase is added in ConvertKit Instant
  • ConvertKit
    Form subscriber is confirmed in ConvertKit Instant
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2.

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Ready Workflows Ready Workflows   for PerfexCRM + ConvertKit Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
ConvertKit + PerfexCRM Integration

Create PerfexCRM contact for new ConvertKit subscriber

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new PerfexCRM contact and ConvertKit subscriber can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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ConvertKit + PerfexCRM Integration

Create PerfexCRM contact from new ConvertKit purchase

As an online store owner, you're likely using ConvertKit to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate ConvertKit with PerfexCRM? This integration will allow you to automatically create a contact for each new purchase in PerfexCRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Automations

Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
WordPress logo
PerfexCRM logo
Create PerfexCRM contact for new WordPress user
Activate
Elementor Forms logo
PerfexCRM logo
Create PerfexCRM contact for new Elementor Forms form submission
Activate
WPForms logo
PerfexCRM logo
Create PerfexCRM contact for new WPForms form submission
Activate
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
Activate
Google Sheets logo
PerfexCRM logo
Create PerfexCRM contact for new Google Sheets row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM customer for new Microsoft Excel row
Activate
Square logo
PerfexCRM logo
Create PerfexCRM contact for new Square customer
Activate
Notion logo
PerfexCRM logo
Create PerfexCRM contact for new Notion database item
Activate
Microsoft Excel logo
PerfexCRM logo
Create PerfexCRM contact for new Microsoft Excel row
Activate
PostgreSQL logo
PerfexCRM logo
Create PerfexCRM contact for new PostgreSQL row
Activate

Top 10 Most Popular ConvertKit Automations from
Integrately Community

Most popularmost-popular-automations
01
ConvertKit logo
Zoom logo
Create Zoom meeting registrant for new ConvertKit subscriber
02
ConvertKit logo
Freshdesk logo
Create Freshdesk ticket for new ConvertKit subscriber
03
ConvertKit logo
Chatwork logo
Send Chatwork message for new ConvertKit subscriber
04
ConvertKit logo
Shopify logo
Create Shopify customer for new ConvertKit subscriber
05
ConvertKit logo
WooCommerce logo
Create WooCommerce customer for new ConvertKit subscriber
cloud
ConvertKit
app integration
06
Stripe logo
ConvertKit logo
Create ConvertKit purchase for new Stripe charge
07
ActiveDEMAND logo
ConvertKit logo
Add subscriber to tag in ConvertKit for new ActiveDEMAND contact
08
ConvertKit logo
ClickSend SMS logo
Send message via ClickSend SMS when Tag subscriber is confirmed in ConvertKit
09
ConvertKit logo
Chatwork logo
Send Chatwork message for new ConvertKit purchase
10
ConvertKit logo
ChargeOver logo
Create ChargeOver contact for new ConvertKit subscriber
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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750 Tasks
in $19.99
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or ConvertKit With 1400+ Other Apps

PerfexCRM
PerfexCRM
PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.
ConvertKit
ConvertKit
ConvertKit is an email marketing platform that helps bloggers grow their list and build a healthy, engaged audience by sending highly-targeted emails to your subscribers by tagging them based on their behavior and interests.