Flexie CRM + Convertri Integration

Integrate Convertri to Flexie CRM in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create and update contacts, score leads, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • Convertri
    Purchase is added in Convertri Instant
  • Convertri
    Form is submitted in Convertri Instant
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2.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM

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Ready Workflows Ready Workflows for Convertri + Flexie CRM Integration

Capture submissions, create contacts, update deals, score leads, and assign accounts, all in just one click.

Most popular automationsmost-popular-automations
Convertri + Flexie CRM Integration

Create Flexie CRM deal for new Convertri response

Integrating your Flexie CRM with your Convertri, can help you automatically create new deals based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Convertri - Flexie CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Convertri + Flexie CRM Integration

Create Flexie CRM contact for new Convertri response

When someone completes your Convertri, a new contact is automatically created in your Flexie CRM. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Convertri is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Convertri - Flexie CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Connect more apps to your Convertri + Flexie CRM flow

Send form details to email tools, update sheets, and notify your sales team the moment a conversion happens. Pick a combination and activate it in one click.

Flexie CRM
Convertri
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
C
S
F
When a form is submitted in Convertri, create a customer in Shopify and add the contact in Flexie CRM.
Convertri form submissions immediately create a new Shopify customer profile and register the lead in Flexie CRM without manual data entry.
C
S
F
When a purchase is added in Convertri, create an order in Shopify and update the contact in Flexie CRM.
Convertri purchases instantly log an order in Shopify and update the corresponding contact details in Flexie CRM.
C
S
F
If a Shopify order is placed, update the customer in Flexie CRM and log the conversion data.
Shopify orders automatically update customer records in Flexie CRM and feed conversion metrics back into your systems.

Supported triggers and actions for Flexie CRM and Convertri

Mix and match to build the exact automation you need

Flexie CRM
Flexie CRM Triggers & Actions
Instant
Universal trigger in Flexie CRM
Triggers the automation when any event occurs
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Create contact in Flexie CRM
Adds a new contact to the database
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Update contact in Flexie CRM
Updates contact information with new details
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Search contact in Flexie CRM
Finds and retrieves contact information
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Create deal in Flexie CRM
Generates a new deal with
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Update deal in Flexie CRM
Updates deal information based on new criteria or changes
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Search deal in Flexie CRM
Retrieves and find a deal
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Update custom entity in Flexie CRM
Updates a custom entity with new information
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Create account in Flexie CRM
Generates a new account
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Search account in Flexie CRM
Searches for account information
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Update account in Flexie CRM
Updates account information
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Create custom entity in Flexie CRM
Creates a new marketing campaign
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Search custom entity in Flexie CRM
Searches for a custom entity
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Create lead in Flexie CRM
Generates new leads for potential customers
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Search lead in Flexie CRM
Retrieves information for a particular lead
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Update lead in Flexie CRM
Updates the lead information
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Convertri
Convertri Triggers & Actions
Instant
Purchase is added in Convertri
Triggers the automation when a new purchase is created
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Instant
Form is submitted in Convertri
Triggers the automation when a form is filled
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No action is available

What can you automate with Convertri + Flexie CRM?

Streamline your sales funnel operations by connecting form submissions and purchases directly to your CRM workflows.

What you can automate?
🔄
Sync every funnel form submission instantly
Turn every form submission in Convertri into a new contact or lead in Flexie CRM the moment it happens. Eliminate manual data entry and ensure prospective clients enter your sales pipeline immediately.
📋
Capture every submitted custom field
Map all submitted form questions and custom parameters into corresponding Flexie CRM fields instead of just names and emails. Build complete customer profiles for targeted sales outreach.
🔔
Alert your sales team in real time
Notify your team members the moment a high-value lead submits a form or completes a purchase. Fast internal handoffs ensure your sales reps can engage prospects while interest is peak.
🔀
Route leads based on submitted criteria
Apply conditional logic to direct VIP prospects to senior account managers while standard inquiries flow into general queues. Segment your incoming pipeline automatically.
✏️
Keep CRM contact records up to date
Automatically update existing contact records in Flexie CRM when returning leads submit new forms or update their profile information. Prevent outdated records from cluttering your workspace.
🔍
Search and update instead of creating duplicates
Check whether a contact already exists in Flexie CRM before creating a new record. Update their existing profile with latest funnel activity to maintain a clean database.
💳
Automate actions after purchase confirmation
Trigger deal creation and customer updates in Flexie CRM the moment a purchase is added in Convertri. Connect your sales funnel transactions directly to your revenue pipeline.
🌐
Extend your workflow to messaging apps
Send Convertri form data and Flexie CRM updates to Slack channels or email tools in a multi-step sequence. Keep all stakeholders informed across your entire software stack.
And much more...

Who is Convertri + Flexie CRM integration for?

Connect your landing page funnels to your sales pipeline so leads never stall and revenue numbers update instantly without manual copy-pasting.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Growth leads
Growth leads
Operations managers
Operations managers
Data analysts
Data analysts
📈
Performance marketers
You're running funnel campaigns across ad sets but your conversion records only update when someone manually exports form data, so the lead counts you review are always hours behind — this integration means every submission lands in your CRM instantly and your pipeline numbers stay current.
Sales reps
You need to reach out to inbound prospects immediately, but submissions sit unread in your funnel builder until someone forwards them, causing leads to go cold — this integration means new form submissions generate CRM contacts straight away so you can follow up first.
📊
Account managers
You answer to clients who want real-time visibility into onboarding progress, but tracking client sign-ups requires tedious cross-referencing between pages and CRMs — this integration means every transaction creates a structured deal record and client reporting is always accurate.
🚀
Growth leads
Your landing page visitor volume is too high for anyone to keep up with manual entry, leading to missed leads and lost customer data — this integration means high-volume submissions flow directly into your database without dropping a single record.
💼
Operations managers
You own the handoff between marketing funnels and sales pipelines, but manual copy-pasting between platforms creates data entry errors and delays — this integration means leads and purchases sync automatically and your operational workflows run without friction.
🗂️
Data analysts
You need a reliable history of all funnel interactions, but disparate apps leave frustrating gaps in your tracking records — this integration means every form submission and purchase is captured reliably in your CRM database with zero missing fields.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Flexie CRM + Convertri

Build and manage your Flexie CRM + Convertri automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Flexie CRM + Convertri with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Convertri to Flexie CRM?
Frequently Asked Questions
You can connect Convertri to Flexie CRM instantly using ready-made workflows on Integrately. Choose a template, connect your accounts in 1 click, or ask Integrately AI to build custom automations involving Shopify, Mailchimp, Slack, and Google Sheets.
Can I automatically create a Flexie CRM contact whenever a Convertri form is submitted?
Frequently Asked Questions
Can I connect Convertri, Flexie CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Convertri and Flexie CRM?
Frequently Asked Questions
How does Convertri handle form submission data in this integration?
Frequently Asked Questions
How does Flexie CRM process incoming leads from Convertri?
Frequently Asked Questions
Do I need coding skills to automate Convertri and Flexie CRM?
Frequently Asked Questions
Is the Convertri and Flexie CRM integration free?
Frequently Asked Questions
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You Can Also Connect Convertri or Flexie CRM With 1500+ Other Apps

Convertri
Popular Convertri Integrations
Connect Convertri to page builders, email marketing tools, and ad platforms to capture leads and drive traffic efficiently.
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Convertri Integrations arrow right
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Flexie CRM
Popular Flexie CRM Integrations
Sync Flexie CRM with analytics platforms, customer support tools, and communication apps to accelerate sales pipelines.