Funnel Premium + PerfexCRM Integration

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.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Funnel Premium
    Form response is created in Funnel Premium Instant
  • Funnel Premium
    Contact is created or updated in Funnel Premium Instant
  • Funnel Premium
    Order is created in Funnel Premium Instant
  • Funnel Premium
    Order is updated in Funnel Premium Instant
  • Funnel Premium
    Product is created in Funnel Premium Instant
  • Funnel Premium
    Product is updated in Funnel Premium Instant
  • Funnel Premium
    Booking is created in Funnel Premium Instant
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2.
  • Funnel Premium
    Create member in Funnel Premium
  • Funnel Premium
    Delete member in Funnel Premium
  • Funnel Premium
    Update member in Funnel Premium
  • Funnel Premium
    Search contact in Funnel Premium
  • Funnel Premium
    Delete contact in Funnel Premium
  • Funnel Premium
    Update contact in Funnel Premium
  • Funnel Premium
    Create contact in Funnel Premium
  • Funnel Premium
    Create product in Funnel Premium
  • Funnel Premium
    Update product in Funnel Premium
  • Funnel Premium
    Search product in Funnel Premium
  • Funnel Premium
    Create member group in Funnel Premium
  • Funnel Premium
    Update member group in Funnel Premium
  • Funnel Premium
    Delete member group in Funnel Premium
  • 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

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Ready Workflows Ready Workflows for Funnel Premium + PerfexCRM Integration

Capture form submissions, create leads, update customer records, assign tasks, and manage clients, all in just one click.

Most popular automationsmost-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.
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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.
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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.
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Got a different task in mind? Describe it

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.

Funnel Premium
PerfexCRM
+
StripeStripe (8)
+
MailchimpMailchimp (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
SlackSlack (8)
+
CalendlyCalendly (8)
+
Google DriveGoogle Drive (8)
F
P
S
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.
F
P
S
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.
F
P
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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.
F
P
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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.
F
P
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If a Funnel Premium order exceeds threshold values, create a Stripe subscription and add a priority lead in PerfexCRM
High-value Funnel Premium orders automatically trigger premium Stripe subscriptions and priority PerfexCRM leads.
F
P
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When a Funnel Premium product is updated, sync the Stripe catalog and update the PerfexCRM service record
Product updates in Funnel Premium keep your Stripe inventory and PerfexCRM service catalog synchronized.
F
P
S
C
Use ChatGPT to analyse every new Funnel Premium order, create a customer in Stripe, and add a lead in PerfexCRM
ChatGPT analyses Funnel Premium orders to structure billing profiles in Stripe and generate qualified leads in PerfexCRM.
F
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S
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When a contact is created in Funnel Premium, create a Stripe customer, add a PerfexCRM lead, and notify the team in Slack
New Funnel Premium contacts instantly establish Stripe profiles, PerfexCRM leads, and team alerts in Slack.

Supported triggers and actions for Funnel Premium and PerfexCRM

Mix and match to build the exact automation you need

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

Streamline your client intake, lead management, and order processing with powerful automated workflows.

What you can automate?
🎯
Create PerfexCRM leads from funnel submissions
Automatically generate a new lead or customer in PerfexCRM the moment someone submits a form or completes an order in Funnel Premium.
📝
Capture every submitted form field
Map all custom questions, product choices, and contact details from your Funnel Premium forms directly into your PerfexCRM records.
🔔
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.
🔀
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.
🔄
Keep customer records synchronized
Update existing PerfexCRM customer profiles automatically whenever a contact or order is modified in Funnel Premium.
🔍
Prevent duplicates with intelligent search
Search for existing contacts in PerfexCRM before creating new records, updating them if they already exist in your database.
💳
Manage post-purchase status changes
Update invoice statuses, project stages, or task assignments in PerfexCRM when an order or subscription state changes.
🔌
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
Business owners and founders
Sales managers
Sales managers
Agency directors
Agency directors
Customer support leads
Customer support leads
Operations coordinators
Operations coordinators
Finance administrators
Finance administrators
📈
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.
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.
📊
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.
📥
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.
🤝
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.
🗂️
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

Ready Workflows Did you know?

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
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Funnel Premium to PerfexCRM?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Funnel Premium, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Funnel Premium and PerfexCRM?
Frequently Asked Questions
How does Funnel Premium handle contact and order updates in integrations?
Frequently Asked Questions
How does PerfexCRM manage new lead and customer creation from triggers?
Frequently Asked Questions
Do I need coding skills to automate Funnel Premium and PerfexCRM?
Frequently Asked Questions
Is the Funnel Premium and PerfexCRM integration free?
Frequently Asked Questions
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You Can Also Connect Funnel Premium or PerfexCRM With 1500+ Other Apps

Funnel Premium
Popular Funnel Premium Integrations
Connect Funnel Premium to marketing, email, and analytics tools to capture and nurture leads effectively.
PerfexCRM
Popular PerfexCRM Integrations
Sync PerfexCRM with accounting, communication, and project tools to manage clients across your entire stack.
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PerfexCRM Integrations arrow right
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