Klick-Tipp + PerfexCRM Integration

Integrate Klick-Tipp to PerfexCRM in one click, or tell Integrately AI how you want each contact handled. Create leads, update customer records, log new tasks, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Klick-Tipp
    Tag is added to contact in Klick-Tipp Instant
  • Klick-Tipp
    Email is sent to contact in Klick-Tipp Instant
  • Klick-Tipp
    Email is opened by contact in Klick-Tipp Instant
  • Klick-Tipp
    Email link is clicked in Klick-Tipp Instant
  • Klick-Tipp
    Contact viewed email in web browser in Klick-Tipp Instant
  • Klick-Tipp
    Contact loads conversion pixel on website in Klick-Tipp Instant
  • Klick-Tipp
    SMS is sent to contact in Klick-Tipp Instant
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2.
  • Klick-Tipp
    Create contact in Klick-Tipp
  • Klick-Tipp
    Tag contact in Klick-Tipp
  • Klick-Tipp
    Untag contact in Klick-Tipp
  • Klick-Tipp
    Unsubscribe Contact in Klick-Tipp
  • 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 WorkflowsReady Workflows   for Klick-Tipp + PerfexCRM Integration

Capture leads from tags, create matching customer profiles, update project tasks, and notify your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Klick-Tipp + PerfexCRM flow

Users often want to process payments, track invoices, send email updates, and coordinate team follow-ups after contacts reach the CRM. Pick a combination and activate it in one click.

Klick-Tipp
PerfexCRM
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
CalendlyCalendly (4)
K
P
S
Create a PerfexCRM lead when a tag is added in Klick-Tipp, and create a customer in Stripe
New Klick-Tipp tags automatically generate a PerfexCRM lead and set up a customer profile in Stripe without manual data entry.
K
P
S
Create a PerfexCRM invoice when a Klick-Tipp email is clicked, and record the charge in Stripe
Engaged Klick-Tipp contacts automatically trigger a PerfexCRM invoice generation and a corresponding charge record in Stripe.
K
P
S
Search for a PerfexCRM customer when a Klick-Tipp SMS is sent, and check payment status in Stripe
Verify customer records in PerfexCRM and review payment statuses in Stripe whenever a targeted SMS is sent in Klick-Tipp.
K
P
S
Create a PerfexCRM task when a Klick-Tipp conversion pixel loads, and set up a subscription in Stripe
Website conversions tracked in Klick-Tipp automatically generate team tasks in PerfexCRM and setup subscriptions in Stripe.

Supported triggers and actions for Klick-Tipp and PerfexCRM

Mix and match to build the exact automation you need

Klick-Tipp
Klick-Tipp Triggers & Actions
Instant
Tag is added to contact in Klick-Tipp
Triggers the automation when a tag is added
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Instant
Email is sent to contact in Klick-Tipp
Triggers the automation when an email is sent to an exitsting contact
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Instant
Email is opened by contact in Klick-Tipp
Triggers the automation when an email is opened
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Instant
Email link is clicked in Klick-Tipp
Triggers the automation when a link is clicked by any contact
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Instant
Contact viewed email in web browser in Klick-Tipp
Triggers the automation when a contact views the email in a web browser
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Instant
Contact loads conversion pixel on website in Klick-Tipp
Triggers the automation when a contact loads a conversion pixel on a website
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Instant
SMS is sent to contact in Klick-Tipp
Triggers the automation when a text message is sent
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Create contact in Klick-Tipp
Adds a new contact to the database
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Tag contact in Klick-Tipp
Tags a contact
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Untag contact in Klick-Tipp
Removes a tag from a contact
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Unsubscribe Contact in Klick-Tipp
Removes contact from mailing list
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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 Klick-Tipp + PerfexCRM?

Streamline your entire customer lifecycle by syncing email marketing actions directly into your client management workflows.

What you can automate?
🚀
Create PerfexCRM leads automatically from Klick-Tipp tag events
Trigger a new lead creation in PerfexCRM the exact moment a tag is added to a contact in Klick-Tipp. Eliminate manual data entry and ensure every subscriber is captured in your CRM immediately.
📋
Sync detailed contact data across both platforms
Capture complete contact profiles, custom fields, and engagement details from Klick-Tipp into PerfexCRM without missing crucial information. Maintain rich, detailed records for every subscriber.
🔔
Notify team members instantly on new contact activity
Alert the right sales or support rep the moment a contact engages with your Klick-Tipp emails or receives a new tag. Ensure rapid response times for every high-value interaction.
🔀
Route contacts based on specific tags or engagement
Evaluate subscriber tags or email actions in Klick-Tipp to create targeted leads, customers, or tasks in PerfexCRM. Tailor your workflow routing to match exact customer behaviors.
🔄
Keep customer details synchronized as data evolves
Update existing PerfexCRM customer records automatically whenever contact information or status changes occur in Klick-Tipp. Keep your CRM database perpetually accurate.
🔍
Prevent duplicate records with intelligent search and update
Search for existing leads or customers in PerfexCRM before creating new entries, updating existing records when matches are found. Keep your database clean and organized.
⚠️
Manage subscriber unsubscriptions and status updates
Process unsubscriptions or tag removals in Klick-Tipp by updating customer statuses or task assignments in PerfexCRM. Keep communication preferences aligned across your entire stack.
💬
Notify your team on Slack for every new lead
Connect Klick-Tipp and PerfexCRM with Slack to post instant notifications whenever a new lead is created from an email tag. Keep your entire team aligned on new opportunities.
And much more...

Who is Klick-Tipp + PerfexCRM integration for?

Connecting Klick-Tipp email marketing campaigns with PerfexCRM client management helps sales, support, and marketing teams eliminate manual data entry and keep records perfectly synchronized.

Sales managers and directors
Sales managers and directors
Account executives and reps
Account executives and reps
Client success leads
Client success leads
High-volume marketing teams
High-volume marketing teams
Project coordinators
Project coordinators
Operations specialists
Operations specialists
📊
Sales managers and directors
You're reviewing campaign metrics and pipeline reports in PerfexCRM, but subscriber updates from Klick-Tipp only arrive when someone exports them by hand, so your strategic decisions are always based on outdated numbers — automating both apps means every subscriber status lands in your CRM instantly and your pipeline reports reflect reality.
Account executives and reps
You manage incoming prospect interactions in PerfexCRM, but by the time you discover a prospect engaged with a Klick-Tipp email campaign, hours have passed and momentum is lost — with this integration, new engagement triggers instant CRM records so you can reach out while interest is high.
🤝
Client success leads
You provide regular status updates on client engagement, but gathering data across Klick-Tipp mailing lists and PerfexCRM project files takes valuable hours away from client communication — connecting these apps means client touchpoints flow directly into your tracking systems without manual assembly.
📈
High-volume marketing teams
You're handling thousands of email subscribers and leads every week, and your team is drowning in repetitive copy-pasting between Klick-Tipp and PerfexCRM just to keep accounts aligned — automating both apps means high-volume data flows smoothly without human bottlenecks or missing records.
📋
Project coordinators
You're waiting on marketing to manually notify you when a Klick-Tipp contact is ready for onboarding in PerfexCRM, leading to frustrating delays and dropped handoffs — this integration means every qualified contact automatically triggers your next project step the moment qualification happens.
🗂️
Operations specialists
You audit customer interactions across channels, but manual updates between Klick-Tipp and PerfexCRM leave random gaps in contact histories and broken audit trails — with this integration, every touchpoint is logged reliably to maintain a complete, unbroken customer timeline.
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 Klick-Tipp + PerfexCRM

Build and manage your Klick-Tipp + 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 Klick-Tipp + 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Klick-Tipp to PerfexCRM?
Frequently Asked Questions
You can connect Klick-Tipp to PerfexCRM in one click using ready-made templates on Integrately. Pair your accounts with tools like Slack, Gmail, or Stripe, and let Integrately AI handle the setup.
Can I automatically create PerfexCRM leads from Klick-Tipp tag events?
Frequently Asked Questions
Can I connect Klick-Tipp, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Klick-Tipp and PerfexCRM?
Frequently Asked Questions
How does Klick-Tipp handle contact data when syncing to PerfexCRM?
Frequently Asked Questions
How are leads and customers organized in PerfexCRM?
Frequently Asked Questions
Do I need coding skills to automate Klick-Tipp and PerfexCRM?
Frequently Asked Questions
Is the Klick-Tipp and PerfexCRM integration free?
Frequently Asked Questions
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