Funnel Premium + PerfexCRM Integration

Connect Funnel Premium to PerfexCRM - Automate your workflows in 1-click

Set up Funnel Premium automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of PerfexCRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Funnel Premium + PerfexCRM integration.
Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Funnel Premium + PerfexCRM Integration

Just click on the workflow you want to automate
most-popular-automations
Funnel Premium + PerfexCRM Integration

Create PerfexCRM contact for new Funnel Premium form submission

When someone completes your Funnel Premium, a new contact is automatically created in your PerfexCRM. This way, you can quickly follow up with the form submission and turn them into a customer!

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

Create PerfexCRM contact for new Funnel Premium 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 Funnel Premium 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.
See more
Activate
Funnel Premium + PerfexCRM Integration

Create PerfexCRM contact from new Funnel Premium order

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

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
See more
Activate
  • 1of1

Create Your Own Funnel Premium & PerfexCRM Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
Funnel Premium + PerfexCRM Integration
1.
  • Funnel Premium
    Form response is created in Funnel Premium

    Triggers the automation when a form is filled

    Instant
  • Funnel Premium
    Contact is created or updated in Funnel Premium

    Triggers the automation when a contact is created or updated

    Instant
  • Funnel Premium
    Order is created in Funnel Premium

    Triggers the automation when a new order is created

    Instant
  • Funnel Premium
    Order is updated in Funnel Premium

    Triggers the automation when any order is updated

    Instant
  • Funnel Premium
    Product is created in Funnel Premium

    Triggers the automation when a new product is created

    Instant
  • Funnel Premium
    Product is updated in Funnel Premium

    Triggers the automation when a product is updated

    Instant
  • Funnel Premium
    Booking is created in Funnel Premium

    Triggers the automation when a new booking is created

    Instant
2.
  • Funnel Premium
    Create member in Funnel Premium

    Adds a new member to the system

  • Funnel Premium
    Delete member in Funnel Premium

    Removes a member from the system

  • Funnel Premium
    Update member in Funnel Premium

    Updates a member's information

  • Funnel Premium
    Search contact in Funnel Premium

    Finds and retrieves contact information

  • Funnel Premium
    Delete contact in Funnel Premium

    Removes a contact from the address book

  • Funnel Premium
    Update contact in Funnel Premium

    Updates contact information with new details

  • Funnel Premium
    Create contact in Funnel Premium

    Adds a new contact to the database

  • Funnel Premium
    Create product in Funnel Premium

    Generates and launch new products

  • Funnel Premium
    Update product in Funnel Premium

    Updates product information

  • Funnel Premium
    Search product in Funnel Premium

    Searches for a product

  • Funnel Premium
    Create member group in Funnel Premium

    Creates a new group of members

  • Funnel Premium
    Update member group in Funnel Premium

    Updates the particular member group

  • Funnel Premium
    Delete member group in Funnel Premium

    Deletes a member group

  • PerfexCRM
    Create lead in PerfexCRM

    Generates new leads for potential customers

  • PerfexCRM
    Search lead in PerfexCRM

    Retrieves information for a particular lead

  • PerfexCRM
    Create customer in PerfexCRM

    Adds a new customer to the database

  • PerfexCRM
    Create ticket in PerfexCRM

    Generates a new ticket

  • PerfexCRM
    Search customer in PerfexCRM

    Locates and retrieves customer information

  • PerfexCRM
    Update customer in PerfexCRM

    Updates a customer's information

  • PerfexCRM
    Create task in PerfexCRM

    Creates a new task

  • PerfexCRM
    Create contact in PerfexCRM

    Adds a new contact to the database

  • PerfexCRM
    Create invoice in PerfexCRM

    Generates invoices for sales transactions

  • PerfexCRM
    Search invoice in PerfexCRM

    Locates and retrieves invoices with

  • PerfexCRM
    Update task in PerfexCRM

    Updates the task with new information or changes

  • PerfexCRM
    Search task in PerfexCRM

    Searches for a task

  • PerfexCRM
    Create project in PerfexCRM

    Creates a new project

  • PerfexCRM
    Search project in PerfexCRM

    Searches for a project

  • PerfexCRM
    Add staff in PerfexCRM

    Assigns new employees to the appropriate team or department

  • PerfexCRM
    Search ticket in PerfexCRM

    Searches for a ticket

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricing

Integrate Funnel Premium & PerfexCRM In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Funnel Premium or PerfexCRM With 1200+ Other Apps

undefined Integrations

Funnel Premium provides the easiest way to create effective funnels that convert. It has easy-to-use templates that helps create funnels in minutes, without needing a website. Just choose a template that fits your business, and voila!

See Funnel Premium Integrations
undefined Integrations

PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.

See PerfexCRM Integrations

❤Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
Connect Funnel Premium + PerfexCRM Now
In Just 1 Click!
P
ProductHunt

Most upvoted product of the month

▲ 2000+
leadermost-implementableeasiest-to-do-businessbest-support