Integrate Funnel Premium to PerfexCRM in one click, or tell Integrately AI how you want each form response handled. Capture submissions, create leads and customers in your CRM, update contact records, and track projects automatically.
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.
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.
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.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Funnel Premium + PerfexCRM flow
Streamline payments, sync email subscribers, reconcile invoices, notify your team, schedule calls, and back up your records. Pick a combination and activate it in one click.
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Stripe (8)
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Mailchimp (8)
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QuickBooks Online (8)
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Slack (8)
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Calendly (8)
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Google Drive (8)
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Create a Stripe customer and PerfexCRM invoice whenever an order is created in Funnel Premium
Funnel Premium orders automatically generate a customer profile in Stripe and a new invoice in PerfexCRM without manual data entry.
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Add a Stripe product and PerfexCRM task when a new product is created in Funnel Premium
New Funnel Premium products sync straight to Stripe while opening a tracking task in PerfexCRM.
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Update the Stripe charge record and PerfexCRM invoice when an order is updated in Funnel Premium
Order modifications in Funnel Premium instantly update your billing records in Stripe and PerfexCRM.
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Set up a Stripe billing profile and PerfexCRM project when a booking is created in Funnel Premium
Funnel Premium bookings trigger a new Stripe billing profile and kick off a project in PerfexCRM.
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If a Funnel Premium order exceeds threshold values, create a Stripe subscription and add a priority lead in PerfexCRM
Automatically generate a new lead or customer in PerfexCRM the moment someone submits a form or completes an order in Funnel Premium.
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Capture every submitted form field
Map all custom questions, product choices, and contact details from your Funnel Premium forms directly into your PerfexCRM records.
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Alert your team instantly on new orders
Notify your sales or support staff immediately in Slack or via alerts when a high-value order or booking comes through Funnel Premium.
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Route leads based on submitted criteria
Assign incoming funnel contacts to different sales tiers or departments in PerfexCRM depending on the specific answers they provide.
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Keep customer records synchronized
Update existing PerfexCRM customer profiles automatically whenever a contact or order is modified in Funnel Premium.
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Prevent duplicates with intelligent search
Search for existing contacts in PerfexCRM before creating new records, updating them if they already exist in your database.
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Manage post-purchase status changes
Update invoice statuses, project stages, or task assignments in PerfexCRM when an order or subscription state changes.
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Extend your workflow with Stripe and Slack
Trigger payments in Stripe, log accounting data in QuickBooks, or notify teams in Slack as part of your Funnel Premium pipeline.
And much more...
Who is Funnel Premium + PerfexCRM integration for?
Business owners, sales leaders, and operational managers who need to eliminate manual data entry between funnels and client management systems.
Business owners and founders
Sales managers
Agency directors
Customer support leads
Operations coordinators
Finance administrators
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Business owners and founders
You review performance reports to guide your next growth push, but your CRM numbers are always outdated because customer details sit in your funnels unexported — automating both apps means every new submission lands in your CRM instantly and your metrics stay accurate.
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Sales managers
You need to reach out to high-intent leads the moment they submit a form, but manual data transfer delays your outreach by hours — connecting these apps means new inquiries hit your CRM instantly so your team can close deals faster.
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Agency directors
You answer to clients who expect real-time updates on client onboarding, but tracking funnel orders manually leaves blind spots in your project pipeline — integrating these apps means every order automatically creates customer files and tasks without manual effort.
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Customer support leads
You receive a high volume of funnel inquiries and support requests daily, and your team cannot keep up with manual entry across systems — this integration means every form response generates a structured ticket in your workspace instantly.
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Operations coordinators
You depend on upstream marketing funnels to hand over clean customer data before you can begin task assignment, but missing handoffs stall your workflow — automating both apps means client data flows seamlessly into your project management pipeline.
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Finance administrators
You rely on complete transaction histories to reconcile accounts, but manual order logging leaves frequent gaps in your records — with this integration, every funnel transaction creates a verified invoice record automatically.
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 Funnel Premium + PerfexCRM
Build and manage your Funnel Premium + PerfexCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Funnel Premium + PerfexCRM 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.
You can connect Funnel Premium to PerfexCRM using 1-click ready workflows or Integrately AI on Integrately. It links your funnels and CRM seamlessly alongside Stripe, Mailchimp, QuickBooks Online, Slack, Calendly, and Google Drive.
Can I automatically create PerfexCRM leads from Funnel Premium form responses?
Every form response or contact created in Funnel Premium can automatically generate a new lead or customer in PerfexCRM. You can start with a ready automation in one click or customise the flow with Integrately AI.
Can I connect Funnel Premium, PerfexCRM, and Slack?
Funnel Premium, PerfexCRM, and Slack work together to capture leads in your CRM while notifying your team instantly in chat channels. You can also connect Stripe, Mailchimp, QuickBooks Online, Calendly, Google Drive, and 1,500+ other apps.
What is a good Zapier alternative for Funnel Premium and PerfexCRM?
Most alternatives lack the dedicated speed and usability that Integrately provides for the Funnel Premium and PerfexCRM integration. Integrately offers 20 million+ templates, 24/5 live chat support, and an AI builder for effortless automation.
How does Funnel Premium handle contact and order updates in integrations?
Do I need coding skills to automate Funnel Premium and PerfexCRM?
Connecting Funnel Premium and PerfexCRM requires no coding expertise. You can use ready templates or describe your workflow in plain English to Integrately AI.
Is the Funnel Premium and PerfexCRM integration free?
The Funnel Premium and PerfexCRM integration is available on Integrately with a free forever plan included. You can start automating your workflows instantly without a credit card.
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