Flexie CRM + The Conversion Engine Integration

Integrate Flexie CRM to The Conversion Engine in one click, or tell Integrately AI how you want each order handled. Capture customer orders, update contacts, track purchases, and streamline your sales operations automatically.

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1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • The Conversion Engine
    Order is created in The Conversion Engine Instant
  • The Conversion Engine
    Order is updated in The Conversion Engine Instant
  • The Conversion Engine
    Form response is created in The Conversion Engine Instant
  • The Conversion Engine
    Booking is created in The Conversion Engine Instant
  • The Conversion Engine
    Contact is created or updated in The Conversion Engine Instant
  • The Conversion Engine
    Product is created in The Conversion Engine Instant
  • The Conversion Engine
    Product is updated in The Conversion Engine 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
  • The Conversion Engine
    Create contact in The Conversion Engine
  • The Conversion Engine
    Delete contact in The Conversion Engine
  • The Conversion Engine
    Search contact in The Conversion Engine
  • The Conversion Engine
    Update contact in The Conversion Engine
  • The Conversion Engine
    Create product in The Conversion Engine
  • The Conversion Engine
    Update product in The Conversion Engine
  • The Conversion Engine
    Search product in The Conversion Engine
  • The Conversion Engine
    Create member in The Conversion Engine
  • The Conversion Engine
    Delete member in The Conversion Engine
  • The Conversion Engine
    Update member in The Conversion Engine
  • The Conversion Engine
    Create member group in The Conversion Engine
  • The Conversion Engine
    Update member group in The Conversion Engine
  • The Conversion Engine
    Delete member group in The Conversion Engine

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Ready Workflows Ready Workflows for Flexie CRM + The Conversion Engine Integration

Capture orders, create contacts, update records, track sales performance, and sync customer data, all in just one click.

Most popular automationsmost-popular-automations
The Conversion Engine + Flexie CRM Integration

Create Flexie CRM deal for new The Conversion Engine 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 The Conversion Engine, 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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The Conversion Engine + Flexie CRM Integration

Create Flexie CRM contact from new The Conversion Engine order

As an online store owner, you're likely using The Conversion Engine 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 The Conversion Engine 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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The Conversion Engine + Flexie CRM Integration

Create Flexie CRM contact for new The Conversion Engine response

When someone completes your The Conversion Engine, 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 The Conversion Engine is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a The Conversion Engine - Flexie CRM integration set up makes it easy to manage your customer relationships and grow your business.
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The Conversion Engine + Flexie CRM Integration

Create Flexie CRM deal for new The Conversion Engine response

Integrating your Flexie CRM with your The Conversion Engine, 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 The Conversion Engine - 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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The Conversion Engine + Flexie CRM Integration

Create Flexie CRM contact for new The Conversion Engine 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 The Conversion Engine 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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The Conversion Engine + Flexie CRM Integration

Create Flexie CRM deal for new The Conversion Engine contact

This automation makes it easy to create new deals in Flexie CRM when a new contact is created in The Conversion Engine. Just connect your accounts, and every time a new contact is created in The Conversion Engine, 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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Connect more apps to your Flexie CRM + The Conversion Engine flow

Send order details to marketing lists, log payments, and schedule follow-ups across your broader business stack. Pick a combination and activate it in one click.

Flexie CRM
The Conversion Engine
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
Google CalendarGoogle Calendar (4)
+
ZoomZoom (4)
+
QuickBooks OnlineQuickBooks Online (4)
T
S
F
When an order is created in The Conversion Engine, create a Shopify customer and create a lead in Flexie CRM
Every Conversion Engine order automatically creates a Shopify customer and registers a new lead in Flexie CRM without manual data entry.
T
S
F
When a product is updated in The Conversion Engine, update the product in Shopify and update the deal in Flexie CRM
Product updates in The Conversion Engine instantly refresh your Shopify store catalog and update active deals in Flexie CRM.
S
T
F
Use ChatGPT to summarise new Shopify orders, create an order in The Conversion Engine, and create a lead in Flexie CRM
ChatGPT generates an executive summary of incoming Shopify orders before creating an order in The Conversion Engine and a lead in Flexie CRM.
S
T
F
When an order is created in Shopify, create a contact in The Conversion Engine and create an account in Flexie CRM
New Shopify store orders instantly register as contacts in The Conversion Engine and corporate accounts in Flexie CRM.

Supported triggers and actions for Flexie CRM and The Conversion Engine

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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The Conversion Engine
The Conversion Engine Triggers & Actions
Instant
Order is created in The Conversion Engine
Triggers the automation when a new order is created
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Instant
Order is updated in The Conversion Engine
Triggers the automation when any order is updated
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Instant
Form response is created in The Conversion Engine
Triggers the automation when a form is filled
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Instant
Booking is created in The Conversion Engine
Triggers the automation when a new booking is created
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Instant
Contact is created or updated in The Conversion Engine
Triggers the automation when a contact is created or updated
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Instant
Product is created in The Conversion Engine
Triggers the automation when a new product is created
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Instant
Product is updated in The Conversion Engine
Triggers the automation when a product is updated
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Create contact in The Conversion Engine
Adds a new contact to the database
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Delete contact in The Conversion Engine
Removes a contact from the address book
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Search contact in The Conversion Engine
Finds and retrieves contact information
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Update contact in The Conversion Engine
Updates contact information with new details
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Create product in The Conversion Engine
Generates and launch new products
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Update product in The Conversion Engine
Updates product information
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Search product in The Conversion Engine
Searches for a product
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Create member in The Conversion Engine
Adds a new member to the system
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Delete member in The Conversion Engine
Removes a member from the system
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Update member in The Conversion Engine
Updates a member's information
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Create member group in The Conversion Engine
Creates a new group of members
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Update member group in The Conversion Engine
Updates the particular member group
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Delete member group in The Conversion Engine
Deletes a member group
Try it →

What can you automate with Flexie CRM + The Conversion Engine?

Automate your sales pipeline by instantly syncing orders, managing customer contacts, and tracking deals across Flexie CRM and The Conversion Engine.

What you can automate?
🛒
Sync every new order to your CRM
Automatically create contacts and accounts in Flexie CRM whenever an order or booking is created in The Conversion Engine. Eliminate manual data entry and ensure your sales pipeline stays current.
📝
Capture comprehensive form responses
Map detailed form submissions and custom inputs directly into Flexie CRM contact records. Never lose critical customer requirements or preferences during the conversion process.
🔔
Alert your sales team instantly
Notify the right team members the moment a high-value order or booking is received. Ensure rapid follow-up while customer intent is at its peak.
🔀
Route leads based on submitted data
Branch your automation workflows depending on order values, product types, or form inputs. Assign enterprise leads to senior reps while routing standard orders automatically.
🔄
Keep customer records synchronized
Update contact information, order statuses, and account details across both platforms in real time. Prevent outdated information from stalling your sales conversations.
🔍
Search and update existing contacts
Automatically check if a contact or account already exists in Flexie CRM before creating new records. Prevent duplicate entries and maintain a clean database.
💳
Handle order updates and status changes
Trigger automated CRM actions whenever an order is modified, updated, or fulfilled in The Conversion Engine. Keep your sales team informed of every customer lifecycle milestone.
🌐
Extend workflows with popular business apps
Connect your core Flexie CRM and The Conversion Engine setup with tools like Shopify or Mailchimp to handle invoicing, marketing campaigns, and team collaboration seamlessly.
And much more...

Who is Flexie CRM + The Conversion Engine integration for?

Sales teams, e-commerce managers, and business owners use this integration to eliminate manual data entry, keep customer records synchronized, and accelerate deal closures across platforms.

Sales managers
Sales managers
E-commerce founders
E-commerce founders
Operations directors
Operations directors
Customer support leads
Customer support leads
Account executives
Account executives
Data compliance officers
Data compliance officers
📈
Sales managers
You're tracking incoming orders and new leads across different dashboards, but your reports only reflect manual updates, so your pipeline forecasting is always out of sync — automating both apps means every new transaction instantly updates your CRM and your pipeline view remains accurate.
E-commerce founders
You need to act immediately when high-value customers complete purchases, but notification delays leave leads waiting hours for follow-up — connecting these apps means every order instantly triggers CRM contact creation so your sales team can reach out right away.
📊
Operations directors
You answer to executive stakeholders who demand real-time revenue visibility, but manual data transfers introduce costly discrepancies — this integration means every conversion flows directly into your sales tracking system without manual intervention.
👥
Customer support leads
Customer orders arrive in high volumes while client details remain scattered across systems, making quick account lookups nearly impossible — with this integration, customer data flows smoothly between platforms to keep support context up to date.
🎯
Account executives
You depend on marketing and e-commerce teams to hand over qualified leads, but manual handoffs cause valuable prospects to slip through the cracks — automating both apps means every new customer record appears in your CRM immediately for swift outreach.
📁
Data compliance officers
You need a reliable, unbroken history of customer interactions, but manual entry leads to missing contact fields and audit gaps — integrating these apps means every transaction and customer detail is logged accurately and consistently.
Our team

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Why choose Integrately to automate Flexie CRM + The Conversion Engine

Build and manage your Flexie CRM + The Conversion Engine 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 + The Conversion Engine 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Flexie CRM to The Conversion Engine?
Frequently Asked Questions
Connecting Flexie CRM to The Conversion Engine takes just one click using ready-made templates on Integrately, or you can use Integrately AI to build custom workflows linking Shopify, Mailchimp, and 1,500+ other apps.
Can I automatically create Flexie CRM contacts from Conversion Engine orders?
Frequently Asked Questions
Can I connect Flexie CRM, The Conversion Engine, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for Flexie CRM and The Conversion Engine?
Frequently Asked Questions
How does Flexie CRM handle incoming lead and contact updates?
Frequently Asked Questions
Can The Conversion Engine trigger actions when an order is created?
Frequently Asked Questions
Do I need coding skills to automate Flexie CRM and The Conversion Engine?
Frequently Asked Questions
Is the Flexie CRM and The Conversion Engine integration free?
Frequently Asked Questions
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You Can Also Connect Flexie CRM or The Conversion Engine With 1500+ Other Apps

Flexie CRM
Popular Flexie CRM Integrations
Connect Flexie CRM to CRMs, email tools, and messaging platforms to manage and follow up on your sales pipeline.
The Conversion Engine
Popular The Conversion Engine Integrations
Sync The Conversion Engine with analytics, marketing, and communication tools to keep your digital operations running smoothly.