Flexie CRM + Infinity Integration
Integrate Flexie CRM to Infinity in one click, or tell Integrately AI how you want each lead handled. Capture incoming deals, update your project boards, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Universal trigger in Flexie CRM Instant
Item is created in Infinity Instant- Item is updated in Infinity Instant
- Folder is created in Infinity
- Comment is created in Infinity Instant
- Comment is updated in Infinity Instant
- Board is created in Infinity
- Member is created in Infinity
2.
- Create contact in Flexie CRM
- Update contact in Flexie CRM
- Search contact in Flexie CRM
- Create deal in Flexie CRM
- Update deal in Flexie CRM
- Search deal in Flexie CRM
- Update custom entity in Flexie CRM
- Create account in Flexie CRM
- Search account in Flexie CRM
- Update account in Flexie CRM
- Create custom entity in Flexie CRM
- Search custom entity in Flexie CRM
- Create lead in Flexie CRM
- Search lead in Flexie CRM
- Update lead in Flexie CRM
- Create item in Infinity
- Update item in Infinity
- Search item in Infinity
- Create folder in Infinity
- Search folder in Infinity
- Search member in Infinity
- Search board in Infinity
- Create comment in Infinity
- Get item by ID in Infinity
Trusted by experts at...
Ready Workflows for Flexie CRM + Infinity Integration
Capture leads, organise projects, keep folders updated, 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 Flexie CRM + Infinity flow
Capture submissions, notify your team, and keep your project management boards updated across your entire stack. Pick a combination and activate it in one click.
+
Typeform (1)
Typeform (1) +
Slack (1)
Slack (1) +
Gmail (1)
Gmail (1) +
Calendly (1)
Calendly (1) +
Stripe (1)
Stripe (1) +
Asana (1)
Asana (1) T
F
I
Create a Flexie CRM lead from every Typeform submission, and add an item in Infinity.
New Typeform submissions immediately create a lead in Flexie CRM and an item in Infinity without manual entry.
Supported triggers and actions for Flexie CRM and Infinity
Mix and match to build the exact automation you need
Flexie CRM Triggers & Actions
Infinity Triggers & Actions
Instant
Comment is created in Infinity
Triggers the automation when a new comment is created
Try it → What can you automate with Flexie CRM + Infinity?
Streamline your sales and project management workflows by connecting Flexie CRM triggers to Infinity operations.
🔗
Sync Flexie CRM activities to Infinity items
Trigger an item creation in Infinity automatically whenever a universal event occurs in Flexie CRM, bridging your sales and project planning.
📋
Capture every submitted contact detail
Map lead information from Flexie CRM directly into dedicated Infinity fields instead of generic notes, maintaining precise data.
🔔
Notify team members instantly on updates
Send immediate alerts whenever new items or updates are processed between Flexie CRM and Infinity to keep everyone aligned.
🔀
Route records based on submitted criteria
Send leads or items to specific Infinity folders or boards depending on criteria defined within your Flexie CRM workflow.
🔄
Keep project boards continuously updated
Update existing items in Infinity automatically whenever contact or deal details change in Flexie CRM.
🛡️
Prevent duplicate records across systems
Search existing items in Infinity before creating new entries to maintain clean databases and avoid clutter.
⏱️
Handle later status changes and milestones
Manage deal progressions, completed items, and account updates dynamically as your workflow advances.
🔌
Extend your workflow with external apps
Connect supporting tools like Slack, Gmail, or Asana to the core Flexie CRM and Infinity pipeline for multi-step execution.
And much more...
Who is Flexie CRM + Infinity integration for?
Teams managing sales pipelines and project boards simultaneously can eliminate manual data transfer and keep operations synchronized.
Data Analysts
Sales Representatives
Project Managers
Customer Support Leads
Operations Coordinators
Account Executives
📈
Data Analysts
You're tracking sales metrics in Flexie CRM but your project boards in Infinity only update when someone manually logs entries, so your performance reports are always stale — automating both apps means every lead lands in your workspace instantly and your metrics stay current.
⚡
Sales Representatives
You need to act fast on incoming deals in Flexie CRM, but tracking updates in Infinity takes too long, so you find out about client requests too late — connecting these apps means every new activity triggers immediate project visibility.
📊
Project Managers
You answer to stakeholders who want to see live progress on Infinity boards, but keeping task statuses aligned with Flexie CRM accounts is tedious — this integration means every CRM update reflects instantly in your project tracking.
👥
Customer Support Leads
The volume of inquiries coming through Flexie CRM is too high for anyone to keep up by hand when creating tasks in Infinity — automating both apps means every ticket flows straight into project boards without manual intervention.
🔄
Operations Coordinators
You own the next step after a deal closes in Flexie CRM and depend on upstream teams to hand over work manually in Infinity — with this integration, closed deals automatically generate the exact project items you need.
🗂️
Account Executives
You need a reliable history of client interactions across Flexie CRM and Infinity, but manual logging leaves gaps in your audit trail — automating these apps means every contact and item record stays perfectly aligned.
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 Flexie CRM + Infinity
Build and manage your Flexie CRM + Infinity automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Flexie CRM + Infinity 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 Flexie CRM + Infinity Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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😐
750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99
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In Just 1 Click!
Frequently Asked Questions
How do I connect Flexie CRM to Infinity?
You can connect Flexie CRM to Infinity using ready-made flows or ask Integrately AI to build the automation for you. With 1-click setup, you can link Flexie CRM, Infinity, and other tools like Slack or Gmail in minutes.
Can I automatically create Infinity items from Flexie CRM leads?
Can I connect Flexie CRM, Infinity, and Slack?
What is a good Zapier alternative for Flexie CRM and Infinity?
How does Flexie CRM data handle triggers in Infinity?
Can Infinity events update records in Flexie CRM?
Do I need coding skills to automate Flexie CRM and Infinity?
Is the Flexie CRM and Infinity integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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