PerfexCRM + Flodesk Integration

Integrate Flodesk to PerfexCRM in one click, or tell Integrately AI how you want each subscriber handled. Capture new subscribers as leads or customers in PerfexCRM, create tasks or projects, log invoices, and keep your client management aligned automatically.

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1.
  • Flodesk
    Subscriber is unsubscribed in Flodesk Instant
  • Flodesk
    Subscriber is added to segment in Flodesk Instant
  • Flodesk
    Subscriber is created in Flodesk Instant
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2.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM
  • Flodesk
    Remove subscriber from segment in Flodesk
  • Flodesk
    Add subscriber to a segment in Flodesk
  • Flodesk
    Unsubscribe subscriber in Flodesk
  • Flodesk
    Search subscriber in Flodesk
  • Flodesk
    Create or Update subscriber in Flodesk

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Ready Workflows Ready Workflows for Flodesk + PerfexCRM Integration

Capture new subscribers as leads, create customers, set up tasks, log invoices, and update project records, all in just one click.

Most popular automationsmost-popular-automations
Flodesk + PerfexCRM Integration

Create PerfexCRM contact for new Flodesk 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 Flodesk 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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  • 1of1
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Connect more apps to your Flodesk + PerfexCRM flow

Send subscriber details to spreadsheets, notify your team on messaging apps, and manage billing or follow-ups across your stack. Pick a combination and activate it in one click.

PerfexCRM
Flodesk
+
StripeStripe (4)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
+
TrelloTrello (2)
+
TypeformTypeform (2)
+
SlackSlack (2)
F
P
S
Add every new Flodesk subscriber to your PerfexCRM directory and create a customer record in Stripe
New Flodesk subscribers instantly become contacts in PerfexCRM and customers in Stripe, eliminating manual billing setup.
F
P
S
When a subscriber is added to a Flodesk segment, create an invoice in PerfexCRM and log the charge in Stripe
Segment updates in Flodesk trigger invoice generation in PerfexCRM and payment logging in Stripe without manual intervention.
F
P
S
When a Flodesk subscriber unsubscribes, update their status in PerfexCRM and cancel their subscription in Stripe
Unsubscribing in Flodesk updates customer records in PerfexCRM and halts recurring billing in Stripe automatically.
F
P
S
Create a Stripe invoice for every new PerfexCRM customer generated from Flodesk subscribers
New Flodesk subscribers create PerfexCRM leads that generate Stripe invoices the moment they convert.

Supported triggers and actions for PerfexCRM and Flodesk

Mix and match to build the exact automation you need

PerfexCRM
PerfexCRM Triggers & Actions
No trigger is available
Create lead in PerfexCRM
Generates new leads for potential customers
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Search lead in PerfexCRM
Retrieves information for a particular lead
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Create customer in PerfexCRM
Adds a new customer to the database
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Create ticket in PerfexCRM
Generates a new ticket
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Search customer in PerfexCRM
Locates and retrieves customer information
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Update customer in PerfexCRM
Updates a customer's information
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Create task in PerfexCRM
Creates a new task
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Create contact in PerfexCRM
Adds a new contact to the database
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Create invoice in PerfexCRM
Generates invoices for sales transactions
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Search invoice in PerfexCRM
Locates and retrieves invoices with
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Update task in PerfexCRM
Updates the task with new information or changes
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Search task in PerfexCRM
Searches for a task
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Create project in PerfexCRM
Creates a new project
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Search project in PerfexCRM
Searches for a project
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Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
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Search ticket in PerfexCRM
Searches for a ticket
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Flodesk
Flodesk Triggers & Actions
Instant
Subscriber is unsubscribed in Flodesk
Triggers the automation when a subscriber opts out from further communication
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Instant
Subscriber is added to segment in Flodesk
Triggers the automation when a subscriber is added to a segment
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Instant
Subscriber is created in Flodesk
Triggers the automation when a new subscriber is added
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Remove subscriber from segment in Flodesk
Removes a subscriber from a segment
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Add subscriber to a segment in Flodesk
Adds a subscriber to a segment
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Unsubscribe subscriber in Flodesk
Removes a subscriber from the mailing list
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Search subscriber in Flodesk
Look up and retrieve subscriber information
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Create or Update subscriber in Flodesk
Generates a new invoice
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What can you automate with Flodesk + PerfexCRM?

Streamline your marketing and client management by connecting every subscriber event directly to your CRM operations.

What you can automate?
🎯
Turn Flodesk subscribers into PerfexCRM leads
Capture every new email subscriber from Flodesk and automatically create a corresponding lead or customer profile in PerfexCRM without lifting a finger.
📝
Sync complete subscriber metadata
Map all available subscriber details and segments from Flodesk directly into custom fields within PerfexCRM instead of just names and email addresses.
🔔
Alert team members instantly
Notify the right sales rep or account manager the moment a high-value subscriber registers or joins a new segment in Flodesk.
🔀
Route leads based on segment criteria
Automatically sort subscribers into different pipeline stages or assign specific tasks in PerfexCRM depending on the Flodesk segment they join.
🔄
Keep customer profiles synchronized
Update existing PerfexCRM customer records automatically whenever subscriber details change or update within your Flodesk account.
🔍
Prevent duplicate entries
Search existing customer databases before creating records, ensuring subscribers update current profiles rather than generating redundant entries.
⚡
Manage unsubscriptions and churn
Trigger account updates or task closures in PerfexCRM immediately when a subscriber unsubscribes or changes status in Flodesk.
🔌
Connect billing and spreadsheets
Send subscriber data to Google Sheets, Stripe, or Slack for comprehensive reporting, billing management, and team collaboration.
And much more...

Who is Flodesk + PerfexCRM integration for?

Connecting Flodesk and PerfexCRM eliminates manual data entry between your email marketing and client management workflows, keeping teams aligned.

Revenue operations managers
Revenue operations managers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Project coordinators
Project coordinators
Data analysts
Data analysts
📈
Revenue operations managers
You're tracking marketing metrics across email campaigns and sales pipelines, but your revenue reports only update when someone manually exports subscriber lists, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new subscriber record lands in your CRM instantly and your data stays current.
⚡
Sales representatives
You're waiting on marketing notifications to follow up with new prospects, but leads sit unassigned until someone checks the inbox, so potential clients grow cold before you make contact — this integration means every new subscriber becomes a lead in your system immediately and your outreach starts right away.
📊
Account managers
You're reporting campaign progress to stakeholders who want live visibility into client onboarding, but manual status updates lag behind actual progress, so meetings waste time on outdated numbers — automating both apps means every subscriber action updates your project records automatically and client reviews run on accurate data.
👥
Customer support teams
You're handling a high volume of incoming subscriber requests and trying to log them manually, but staff cannot keep up with peak intake periods, so customer inquiries get missed — with this integration, every submission creates a ticket or lead in your system seamlessly and your team never falls behind.
💼
Project coordinators
You're depending on marketing teams to hand over new client details before you can begin task planning, but handoffs get delayed in endless email threads, so project kickoffs stall — connecting these apps means every new subscriber triggers your task creation workflow instantly and project delivery starts on time.
🗂️
Data analysts
You're auditing customer histories across platforms and trying to reconcile subscriber lists with billing data, but missing sync points leave frustrating gaps in your audit trails — automating both apps means every contact movement is recorded accurately in your database and your historical records remain complete.
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Why choose Integrately to automate PerfexCRM + Flodesk

Build and manage your PerfexCRM + Flodesk automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect PerfexCRM + Flodesk with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
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AI that builds your automations
AI that builds your automations
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24x5 Live Chat Support
24x5 Live Chat Support
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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.
How Integrately Works?

How Integrately Works?

1
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2
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Frequently Asked Questions

How do I connect Flodesk to PerfexCRM?
Frequently Asked Questions
You can connect Flodesk to PerfexCRM in 1-click using Integrately, or use Integrately AI to build custom workflows linking tools like Google Sheets, Gmail, and Slack.
Can I automatically create a PerfexCRM lead when someone subscribes in Flodesk?
Frequently Asked Questions
Can I connect Flodesk, PerfexCRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Flodesk and PerfexCRM?
Frequently Asked Questions
How do subscriber creation triggers work between Flodesk and PerfexCRM?
Frequently Asked Questions
How are leads and customers updated in PerfexCRM from Flodesk?
Frequently Asked Questions
Do I need coding skills to automate Flodesk and PerfexCRM?
Frequently Asked Questions
Is the Flodesk and PerfexCRM integration free?
Frequently Asked Questions
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