ERP Next + Funnel Premium Integration
Integrate ERP Next to Funnel Premium in one click, or tell Integrately AI how you want each lead handled. Capture form responses, create your leads in ERP Next, update your records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Document is cancelled in ERP Next Instant- Document is changed in ERP Next Instant
- Document is inserted in ERP Next Instant
- Document is submitted in ERP Next Instant
- Document is trashed in ERP Next Instant
- Document is updated in ERP Next Instant
Form response is created in Funnel Premium Instant- Contact is created or updated in Funnel Premium Instant
- Order is created in Funnel Premium Instant
- Order is updated in Funnel Premium Instant
- Product is created in Funnel Premium Instant
- Product is updated in Funnel Premium Instant
- Booking is created in Funnel Premium Instant
2.
- Create lead in ERP Next
- Update lead in ERP Next
- Add Issue in ERP Next
- Search lead in ERP Next
- Create customer in ERP Next
- Create member in Funnel Premium
- Delete member in Funnel Premium
- Update member in Funnel Premium
- Search contact in Funnel Premium
- Delete contact in Funnel Premium
- Update contact in Funnel Premium
- Create contact in Funnel Premium
- Create product in Funnel Premium
- Update product in Funnel Premium
- Search product in Funnel Premium
- Create member group in Funnel Premium
- Update member group in Funnel Premium
- Delete member group in Funnel Premium
Trusted by experts at...
Ready Workflows for ERP Next + Funnel Premium Integration
Capture form responses, create leads in ERP Next, update customer records, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your ERP Next + Funnel Premium flow
Sync customer data with accounting, messaging, email campaigns, and spreadsheets after your core integration finishes. Pick a combination and activate it in one click.
+
Stripe (8)
Stripe (8) +
Mailchimp (8)
Mailchimp (8) +
Slack (8)
Slack (8) +
Google Sheets (8)
Google Sheets (8) +
Google Analytics 4 (8)
Google Analytics 4 (8) +
Calendly (8)
Calendly (8) F
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When an order is created in Funnel Premium, create a lead in ERP Next and create a customer in Stripe.
New Funnel Premium orders instantly generate a lead in ERP Next and set up a customer profile in Stripe without manual data entry.
F
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Create an ERP Next lead for every Funnel Premium order and generate a matching Stripe invoice.
Every Funnel Premium purchase triggers an ERP Next lead and generates a Stripe invoice instantly.
F
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When a Funnel Premium order is updated, update the ERP Next lead and update the Stripe customer.
Order updates in Funnel Premium automatically propagate across ERP Next and Stripe records.
F
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Search for an ERP Next lead when a Funnel Premium form response is received and create a Stripe payment link.
Form submissions trigger an ERP Next lead search and generate a Stripe payment link for quick closing.
F
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If a Funnel Premium order is high-value, create an ERP Next customer and issue a Stripe invoice.
High-value Funnel Premium purchases trigger priority ERP Next customer creation and Stripe invoicing.
F
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When a Funnel Premium order is updated, update the ERP Next lead and process a Stripe refund.
Cancelled or refunded Funnel Premium orders update ERP Next leads and trigger Stripe refunds automatically.
F
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Use ChatGPT to summarise every new Funnel Premium order, create an ERP Next lead, and create a Stripe customer.
ChatGPT extracts key order insights, logs an ERP Next lead, and sets up a Stripe customer profile.
F
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When a Funnel Premium order is created, create an ERP Next customer, create a Stripe customer, and notify your team in Slack.
New Funnel Premium orders update ERP Next and Stripe while notifying your team instantly in Slack.
Supported triggers and actions for ERP Next and Funnel Premium
Mix and match to build the exact automation you need
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → Funnel Premium Triggers & Actions
Instant
Form response is created in Funnel Premium
Triggers the automation when a form is filled
Try it → Instant
Contact is created or updated in Funnel Premium
Triggers the automation when a contact is created or updated
Try it → Instant
Order is created in Funnel Premium
Triggers the automation when a new order is created
Try it → Instant
Order is updated in Funnel Premium
Triggers the automation when any order is updated
Try it → Instant
Product is created in Funnel Premium
Triggers the automation when a new product is created
Try it → Instant
Product is updated in Funnel Premium
Triggers the automation when a product is updated
Try it → Instant
Booking is created in Funnel Premium
Triggers the automation when a new booking is created
Try it → What can you automate with ERP Next + Funnel Premium?
Streamline your sales funnels and ERP operations with powerful automated workflows.
🚀
Automatically create leads from form responses
Capture every inbound form response in Funnel Premium and instantly generate a corresponding lead or customer record in ERP Next without manual copy-pasting.
📋
Capture every submitted field and detail
Map all custom form fields, order notes, and contact attributes from Funnel Premium straight into your ERP Next database fields for complete records.
🔔
Alert your sales team the moment an order arrives
Notify your team instantly in Slack or via direct message whenever a high-value Funnel Premium order is placed or a booking is confirmed.
🔀
Route records based on submitted criteria
Evaluate order totals or contact tags in Funnel Premium to trigger conditional workflows, assigning VIP clients to priority queues in ERP Next.
🔄
Keep ERP records updated as orders change
Automatically update existing leads, customers, or document statuses in ERP Next whenever a Funnel Premium order or contact is modified.
🔍
Search and update instead of creating duplicates
Check existing ERP Next records before creating new entries, updating current customer profiles when returning buyers complete a funnel.
💳
Handle payment and order status changes
Trigger automated ERP updates and follow-ups when funnel orders are completed, refunded, or modified post-purchase.
📈
Extend your workflow to external apps
Push your integrated core data further by connecting Stripe, Mailchimp, Slack, or Google Sheets to complete your multi-step operational pipeline.
And much more...
Who is ERP Next + Funnel Premium integration for?
Operations directors, sales managers, and marketing teams eliminate manual data entry between funnels and enterprise records.
Business analysts and reporting leads
Sales managers and account executives
Client success and account managers
High-volume funnel administrators
Marketing coordinators and funnel builders
Finance and CRM administrators
📈
Business analysts and reporting leads
You're compiling funnel performance metrics into your ERP reporting tools, but manual data exports always leave pipeline counts outdated — this integration means every new form submission lands in ERP Next instantly and your dashboards stay current.
⚡
Sales managers and account executives
You manage high-value incoming inquiries from your conversion funnels, but delayed CRM syncing makes prospects wait too long for outreach — automating both apps means every lead is created immediately so your team can engage right away.
🤝
Client success and account managers
You report on onboarding progress to stakeholders who expect real-time visibility into customer purchases, but manual tracking leaves gaps in your client records — automating both apps means every order and booking updates your system without delay.
📊
High-volume funnel administrators
You process thousands of weekly form responses and customer orders, but manual data entry causes severe backlog and missed lead follow-ups — integrating these apps means high-volume data flows seamlessly into your ERP system without manual intervention.
🎯
Marketing coordinators and funnel builders
You design conversion funnels and depend on sales teams to pick up leads from submissions, but manual handoffs cause friction and lost prospects — this integration means every form response automatically establishes the right CRM record.
💼
Finance and CRM administrators
You maintain clean accounting records and customer databases, but inconsistent data between marketing funnels and ERP Next creates audit discrepancies — connecting these apps means every transaction and customer profile is recorded accurately.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate ERP Next + Funnel Premium
Build and manage your ERP Next + Funnel Premium automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Funnel Premium 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 ERP Next + Funnel Premium Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ERP Next to Funnel Premium?
Connecting ERP Next and Funnel Premium is quick and requires zero coding. You can use 1-click ready workflows or ask Integrately AI to build your integration with Stripe, Mailchimp, Slack, Google Sheets, Google Analytics 4, or Calendly.
Can I automatically create ERP Next leads from Funnel Premium form responses?
Can I connect ERP Next, Funnel Premium, and Slack?
What is a good Zapier alternative for ERP Next and Funnel Premium?
How does ERP Next handle leads created from funnel submissions?
Can Funnel Premium update customer orders in ERP Next?
Do I need coding skills to automate ERP Next and Funnel Premium?
Is the ERP Next and Funnel Premium integration free?
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Want to automate something else in your workflow?
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