PerfexCRM + Landingi Integration

Integrate Landingi to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create PerfexCRM leads, update customer records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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  • Landingi
    Form is submitted in Landingi Instant
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Ready Workflows Ready Workflows for Landingi + PerfexCRM Integration

Capture submissions, create PerfexCRM leads, assign tasks, update records, and notify your sales team, all in just one click.

Most popular automationsmost-popular-automations
Landingi + PerfexCRM Integration

Create PerfexCRM contact for new Landingi form submission

When someone completes your Landingi, 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 Landingi is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Landingi - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
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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 Landingi + PerfexCRM flow

Send form leads into your communication, marketing, and spreadsheet tools to keep workflows connected after PerfexCRM handles them. Pick a combination and activate it in one click.

PerfexCRM
Landingi
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GmailGmail (4)
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MailchimpMailchimp (4)
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SlackSlack (4)
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Google SheetsGoogle Sheets (4)
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StripeStripe (4)
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Facebook Lead AdsFacebook Lead Ads (4)
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Create a PerfexCRM lead from every Landingi form submission, and send a confirmation email in Gmail.
New Landingi form submissions instantly create a lead in PerfexCRM while sending a welcome email via Gmail, eliminating manual data entry.
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Notify your sales team via Gmail whenever a Landingi form submission creates a PerfexCRM lead.
Alert your team instantly through Gmail when a new Landingi submission is registered in PerfexCRM.
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Create a PerfexCRM customer and send an onboarding checklist via Gmail for every Landingi submission.
Set up new customer profiles in PerfexCRM from Landingi forms and dispatch onboarding details using Gmail.
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Use ChatGPT to draft a personalised follow-up email in Gmail after creating a PerfexCRM lead from Landingi.
Generate custom follow-up emails with ChatGPT for every Landingi submission stored in PerfexCRM.

Supported triggers and actions for PerfexCRM and Landingi

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
Try it โ†’
Search lead in PerfexCRM
Retrieves information for a particular lead
Try it โ†’
Create customer in PerfexCRM
Adds a new customer to the database
Try it โ†’
Create ticket in PerfexCRM
Generates a new ticket
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Search customer in PerfexCRM
Locates and retrieves customer information
Try it โ†’
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
Try it โ†’
Landingi
Landingi Triggers & Actions
Instant
Form is submitted in Landingi
Triggers the automation when a form is filled
Try it โ†’
No action is available

What can you automate with Landingi + PerfexCRM?

Streamline your entire lead generation workflow by connecting landing page submissions directly to customer creation, task assignment, and team notifications.

What you can automate?
๐Ÿš€
Capture landing page submissions as leads instantly
Turn every form submitted in Landingi into a new lead in PerfexCRM the moment the visitor clicks submit. Eliminate manual export steps and ensure zero delay in lead management.
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Map every submitted field into your CRM records
Capture custom form fields, dropdown answers, and contact information from Landingi directly into PerfexCRM customer profiles without missing valuable user inputs.
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Alert your team the moment a lead arrives
Notify sales reps and support staff instantly via team communication apps whenever a new Landingi submission generates a record in PerfexCRM.
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Route submissions based on form field criteria
Send high-value leads to priority pipelines in PerfexCRM while routing standard inquiries to general queues based on specific form selections.
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Keep customer records updated across systems
Automatically search for existing customer profiles in PerfexCRM and update contact information whenever a returning user submits a new Landingi form.
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Search and update records to prevent duplicates
Check whether a customer or lead already exists in PerfexCRM before creating a new entry, keeping your database clean and organized.
๐Ÿงพ
Handle invoices and tasks for completed submissions
Trigger PerfexCRM task creation, invoice generation, or project setup automatically following successful landing page form completions.
๐Ÿ”Œ
Extend your workflow with powerful supporting apps
Connect Landingi and PerfexCRM with email tools, spreadsheets, marketing platforms, and chat apps to build multi-step automation pipelines.
And much more...

Who is Landingi + PerfexCRM integration for?

Connecting Landingi and PerfexCRM helps marketers, sales teams, and business owners streamline lead capture, eliminate manual data entry, and keep customer records instantly synchronized.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Growth marketers
Growth marketers
Business development reps
Business development reps
Operations leads
Operations leads
๐Ÿ“ˆ
Performance marketers
You're running landing page campaigns and exporting submissions by hand, but your reporting sheet only updates after the fact, so lead volume counts are always hours behind โ€” with this integration, every new submission lands in PerfexCRM instantly and your pipeline numbers stay current.
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Sales representatives
You're waiting for notification alerts about new sign-ups, but leads sit unassigned while someone checks the builder backend, so potential buyers cool off โ€” connecting these apps means every form submission creates a PerfexCRM lead immediately so your team can follow up without delay.
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Agency account managers
You're gathering client landing page responses manually to update stakeholders, but details slip through the cracks during busy weeks, so communication lags โ€” automating both apps means campaign submissions flow directly into client records for transparent tracking.
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Growth marketers
You're processing high volumes of landing page traffic and copying entries into your system, but manual errors multiply during major launches, so records get messy โ€” this integration means high-volume submissions are captured accurately as new PerfexCRM leads without manual intervention.
๐ŸŽฏ
Business development reps
You're depending on marketing teams to forward landing page inquiries, but handovers get delayed between departments, so prospects wait too long for contact โ€” automating both apps means every submission triggers a PerfexCRM task instantly for immediate outreach.
๐Ÿ—‚๏ธ
Operations leads
You're archiving campaign responses across scattered spreadsheets, but missing contact entries create blind spots in customer histories, so audits fail โ€” with this integration, every Landingi form submission establishes a complete and searchable PerfexCRM customer profile.
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 PerfexCRM + Landingi

Build and manage your PerfexCRM + Landingi 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 + Landingi 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 โ€” 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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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Landingi to PerfexCRM?
Frequently Asked Questions
You can connect Landingi to PerfexCRM in 1 click using ready workflows on Integrately, or use Integrately AI to build your automation with apps like Gmail, Slack, and Google Sheets.
Can I automatically create a PerfexCRM lead when a form is submitted in Landingi?
Frequently Asked Questions
Can I connect Landingi, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Landingi and PerfexCRM?
Frequently Asked Questions
How are form submission fields mapped from Landingi to PerfexCRM?
Frequently Asked Questions
Can I search for existing customer records in PerfexCRM before creating new ones?
Frequently Asked Questions
Do I need coding skills to automate Landingi and PerfexCRM?
Frequently Asked Questions
Is the Landingi and PerfexCRM integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Landingi or PerfexCRM With 1500+ Other Apps

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