Flexie CRM + Peak Funnels Integration

Connect Flexie CRM to Peak Funnels in 1 click

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1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • Peak Funnels
    Contact is created or updated in Peak Funnels Instant
  • Peak Funnels
    Booking is created in Peak Funnels Instant
  • Peak Funnels
    Order is created in Peak Funnels Instant
  • Peak Funnels
    Order is updated in Peak Funnels Instant
  • Peak Funnels
    Form response is created in Peak Funnels Instant
  • Peak Funnels
    Product is created in Peak Funnels Instant
  • Peak Funnels
    Product is updated in Peak Funnels Instant
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2.

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Ready Workflows Ready Workflows   for Flexie CRM + Peak Funnels Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Peak Funnels + Flexie CRM Integration

Create Flexie CRM deal for new Peak Funnels event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Flexie CRM.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Peak Funnels, it will trigger a corresponding deal creation in Flexie CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Peak Funnels + Flexie CRM Integration

Create Flexie CRM contact from new Peak Funnels order

As an online store owner, you're likely using Peak Funnels 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 Peak Funnels with Flexie CRM? This integration will allow you to automatically create a contact for each new order in Flexie CRM.

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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Peak Funnels + Flexie CRM Integration

Create Flexie CRM contact for new Peak Funnels form response

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

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

Create Flexie CRM deal for new Peak Funnels form response

Integrating your Flexie CRM with your Peak Funnels, can help you automatically create new deals based on form 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 Peak Funnels - 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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Peak Funnels + Flexie CRM Integration

Create Flexie CRM contact for new Peak Funnels 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 Flexie CRM contact and Peak Funnels 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.
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Peak Funnels + Flexie CRM Integration

Create Flexie CRM deal for new Peak Funnels contact

This automation makes it easy to create new deals in Flexie CRM when a new contact is created in Peak Funnels. Just connect your accounts, and every time a new contact is created in Peak Funnels, a new deal will automatically be created in Flexie CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Automations

Top 10 Most Popular Flexie CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Webflow (Legacy) logo
Flexie CRM logo
Create Flexie CRM deal for new Webflow form submission
Activate
Google Sheets logo
Flexie CRM logo
Create Flexie CRM contact for new Google Sheets row
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub record
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub contact
Salesforce logo
Flexie CRM logo
Create Flexie CRM contact for new Salesforce record
Webflow (Legacy) logo
Flexie CRM logo
Create Flexie CRM deal for new Webflow form submission
Activate
Google Sheets logo
Flexie CRM logo
Create Flexie CRM contact for new Google Sheets row
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub record
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub contact
Salesforce logo
Flexie CRM logo
Create Flexie CRM contact for new Salesforce record
Zoho Creator logo
Flexie CRM logo
Create Flexie CRM contact for new Zoho Creator record
EasyCSV logo
Flexie CRM logo
Create Flexie CRM contact for new EasyCSV data
Bubble logo
Flexie CRM logo
Create Flexie CRM contact for new Bubble data thing
PostgreSQL logo
Flexie CRM logo
Create Flexie CRM contact for new PostgreSQL row
MySQL logo
Flexie CRM logo
Create Flexie CRM contact for new MySQL row
Zoho Creator logo
Flexie CRM logo
Create Flexie CRM contact for new Zoho Creator record
EasyCSV logo
Flexie CRM logo
Create Flexie CRM contact for new EasyCSV data
Bubble logo
Flexie CRM logo
Create Flexie CRM contact for new Bubble data thing
PostgreSQL logo
Flexie CRM logo
Create Flexie CRM contact for new PostgreSQL row
MySQL logo
Flexie CRM logo
Create Flexie CRM contact for new MySQL row

Top 10 Most Popular Peak Funnels Automations from
Integrately Community

Most popularmost-popular-automations
01
Peak Funnels logo
Trello logo
Create Trello card for new Peak Funnels contact
02
Peak Funnels logo
CompanyHub logo
Create CompanyHub record for new Peak Funnels form response
03
Peak Funnels logo
Salesforce logo
Create Salesforce record for new Peak Funnels form response
04
Peak Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Peak Funnels form response
05
Peak Funnels logo
Notion logo
Create Notion database item for new Peak Funnels form response
cloud
Peak Funnels
app integration
06
Peak Funnels logo
Zoho Sheet logo
Create Zoho Sheet row for new Peak Funnels form response
07
Peak Funnels logo
Google Chat logo
Send Google Chat message for new Peak Funnels contact
08
Peak Funnels logo
sendSMS logo
Send sendSMS message for new Peak Funnels event
09
Peak Funnels logo
Braintree logo
Create Braintree customer from new Peak Funnels form response
10
Peak Funnels logo
Fluid Pay logo
Create Fluid Pay contact from new Peak Funnels form response
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Want to automate something else in your workflow?

You Can Also Connect Flexie CRM or Peak Funnels With 1400+ Other Apps

Flexie CRM
Flexie CRM
Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.
Peak Funnels
Peak Funnels
Peak Funnels is the all-in-one platform for your business. With everything you need built right in, there's no need for costly plug-ins or integrations. It helps build high-converting sales funnels and engage with your clients in a whole new way.