Create PerfexCRM customer for new Drip contact
Drip + PerfexCRM Integration
PerfexCRM + Drip Integration
Integrate Drip to PerfexCRM in one click, or tell Integrately AI how you want each subscriber handled. Capture lead details, create customer records, open support tickets, and trigger follow-up tasks automatically.
Free forever.Use premium features free for 14 days.1.
Subscriber record is created in Drip Instant- Tag is applied to subscriber in Drip Instant
- Subscriber custom field is updated in Drip Instant
- Subscriber is unsubscribed from campaign in Drip Instant
- Tag is removed from subscriber in Drip Instant
- Subscriber is removed from campaign in Drip Instant
- Subscriber is added to campaign in Drip Instant
- Subscriber is unsubscribed from all mailings in Drip Instant
- Subscriber has visited page in Drip Instant
- Email is opened in Drip Instant
- Email is bounced in Drip Instant
- Email is clicked in Drip Instant
- Campaign is completed in Drip Instant
- Custom event is performed in Drip Instant
- Spam complaint is issued by subscriber in Drip Instant
- Trigger link is clicked in Drip 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 or Update Subscriber in Drip
- Add tag to subscriber in Drip
- Remove tag from a subscriber in Drip
- Search subscriber in Drip
- Subscribe to campaign in Drip
- Create event in Drip
- Remove subscriber from campaign in Drip
Trusted by experts at...
Ready Workflows for Drip + PerfexCRM Integration
Capture subscriber records, create PerfexCRM leads, add customer profiles, open support tickets, and update tasks, all in just one click.
Most popular automations
Update PerfexCRM customer for new Drip contact
Drip + PerfexCRM Integration
Create PerfexCRM contact for new Drip contact
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 Drip contact 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.
See moreFor 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 Drip contact 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.
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Drip + PerfexCRM flow
Sync your subscriber data with e-commerce orders, spreadsheets, team notifications, and calendar bookings to keep every tool updated. Pick a combination and activate it in one click.
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Shopify (5)
Shopify (5) +
Stripe (4)
Stripe (4) +
Google Sheets (4)
Google Sheets (4) +
Slack (4)
Slack (4) +
Calendly (4)
Calendly (4) +
Typeform (4)
Typeform (4) D
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Create a PerfexCRM customer when a subscriber record is created in Drip, and add a customer in Shopify.
New Drip subscribers immediately become PerfexCRM customers and Shopify profiles without manual data entry.
D
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Create a PerfexCRM lead when a tag is applied to a subscriber in Drip, and log the order in Shopify.
Tagged Drip subscribers generate PerfexCRM leads while recording related order details in Shopify.
D
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When a custom field is updated in Drip, update the customer in PerfexCRM and check customer details in Shopify.
Updated Drip custom fields refresh PerfexCRM customer records and verify details in Shopify.
D
P
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If an email is opened in Drip, create a task in PerfexCRM and add a note in Shopify.
Email engagement in Drip triggers a follow-up task in PerfexCRM and logs an activity in Shopify.
D
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Use Claude to evaluate Drip campaign completions, create a PerfexCRM project, and log details in Shopify.
Claude assesses Drip campaign data to trigger PerfexCRM project creation and record keeping in Shopify.
Supported triggers and actions for PerfexCRM and Drip
Mix and match to build the exact automation you need
PerfexCRM Triggers & Actions
Drip Triggers & Actions
Instant
Subscriber record is created in Drip
Triggers the automation when a subscriber record is created
Try it → Instant
Subscriber custom field is updated in Drip
Triggers the automation when a subscriber's custom field is updated
Try it → Instant
Subscriber is unsubscribed from campaign in Drip
Triggers the automation when a subscriber opts out from a particular campaign
Try it → Instant
Subscriber is removed from campaign in Drip
Triggers the automation when a subscriber is removed from a campaign
Try it → Instant
Subscriber is added to campaign in Drip
Triggers the automation when a subscriber is added to a campaign
Try it → Instant
Subscriber is unsubscribed from all mailings in Drip
Triggers the automation when a subscriber opts out from all mailings
Try it → Instant
Email is clicked in Drip
Triggers the automation when an email link is clicked by the recipient
Try it → Instant
Custom event is performed in Drip
Triggers the automation when a custom event is performed
Try it → Instant
Spam complaint is issued by subscriber in Drip
Triggers the automation when a spam complaint is issued by a subscriber
Try it → What can you automate with Drip + PerfexCRM?
Streamline your marketing and customer operations by automating data flow between Drip and PerfexCRM.
🔄
Create PerfexCRM Leads from Drip Subscribers
Automatically create a new lead in PerfexCRM the moment a subscriber record is created in Drip. Eliminate manual copy-pasting and ensure every prospect enters your sales pipeline instantly.
📝
Capture Every Subscriber Custom Field
Map all available Drip subscriber custom fields directly into PerfexCRM customer profiles instead of just basic contact info. Maintain complete data records for every account.
🔔
Notify Your Team on Key Events
Send instant notifications to your sales or support team whenever important subscriber actions occur in Drip, ensuring rapid follow-up on high-intent prospects.
🔀
Route Leads Based on Tag Criteria
Perform different actions in PerfexCRM depending on which tag is applied or removed in Drip. Segment your pipeline automatically based on subscriber behavior.
🔄
Keep Customer Records Up to Date
Automatically update PerfexCRM customer profiles whenever subscriber information or custom fields change in Drip. Keep your CRM data accurate and synchronized.
🔍
Search and Update Existing Records
Search for existing customers in PerfexCRM before creating new entries, preventing duplicate records and maintaining clean account databases.
🎫
Open Support Tickets on Campaign Events
Create support tickets or tasks in PerfexCRM when specific campaign milestones or custom events happen in Drip. Manage client requests proactively.
🌐
Extend Workflows to Google Sheets
Connect Drip and PerfexCRM with Google Sheets to log every subscriber creation and update in a centralized spreadsheet for easy stakeholder review.
And much more...
Who is Drip + PerfexCRM integration for?
Teams managing marketing campaigns and client operations rely on this integration to eliminate manual data entry and keep records synchronized.
Marketing Analysts
Sales Representatives
Project Managers
Growth Teams
Account Executives
Operations Managers
📈
Marketing Analysts
You're running automated campaigns in Drip but your CRM tracking records only update when someone manually exports lead lists, so the conversion counts you're reporting against are always a few hours behind — with this integration, every new subscriber lands in PerfexCRM instantly and your pipeline numbers stay current.
⚡
Sales Representatives
You need to act fast when prospects engage with your marketing emails, and you find out too late because contact details sit trapped in your mailing platform — with this integration, every new lead creates a PerfexCRM record the moment it arrives so your team can reach out immediately.
📋
Project Managers
You answer to clients who want to see active project progress, but onboarding data takes hours to move from marketing forms into your project management system — automating both apps means new subscriber signups immediately populate PerfexCRM projects and tasks for clear client reporting.
🚀
Growth Teams
The volume of new subscriber signups is too high for anyone to keep up by hand, leading to missed customer profiles and incomplete pipeline records — connecting these apps means every lead and customer attribute flows straight into PerfexCRM without manual typing.
🤝
Account Executives
You own the sales follow-up stage and depend on marketers to hand over prospect details, but manual handoffs cause valuable leads to slip through the cracks — this integration means every Drip subscriber record automatically triggers a PerfexCRM lead for seamless team handovers.
🔍
Operations Managers
You need a reliable history of customer interactions across your systems, but inconsistent data entry leaves major gaps in your audit trail — this integration means every subscriber creation, tag update, and custom field change records accurately in PerfexCRM.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate PerfexCRM + Drip
Build and manage your PerfexCRM + Drip automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect PerfexCRM + Drip 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect PerfexCRM + Drip Now 
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Frequently Asked Questions
How do I connect Drip to PerfexCRM?
You can connect Drip to PerfexCRM in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for you. It also connects smoothly with Shopify, Stripe, Google Sheets, Slack, Calendly, and Typeform.
Can I automatically create PerfexCRM leads when a subscriber record is created in Drip?
Can I connect Drip, PerfexCRM, and Google Sheets?
What is a good Zapier alternative for Drip and PerfexCRM?
How does Drip handle custom fields in this integration?
Can I update PerfexCRM customer records when Drip tags change?
Do I need coding skills to automate Drip and PerfexCRM?
Is the Drip and PerfexCRM integration free?
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