PerfexCRM + LoopedIn Integration
Integrate LoopedIn to PerfexCRM in one click, or tell Integrately AI how you want each feedback handled. Turn feedback into leads, create customers, update tasks, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Event is triggered in LoopedIn Instant- Idea is created in LoopedIn Instant
- Announcement is created in LoopedIn Instant
- Roadmap card is created in LoopedIn Instant
- Announcement is deleted in LoopedIn Instant
- Idea is deleted in LoopedIn Instant
- Roadmap card is deleted in LoopedIn Instant
- Feedback is created in LoopedIn Instant
2.
Create lead in PerfexCRM- Search lead in PerfexCRM
- Create customer in PerfexCRM
- Create ticket in PerfexCRM
- Search customer in PerfexCRM
- Update customer in PerfexCRM
- Create task in PerfexCRM
- Create contact in PerfexCRM
- Create invoice in PerfexCRM
- Search invoice in PerfexCRM
- Update task in PerfexCRM
- Search task in PerfexCRM
- Create project in PerfexCRM
- Search project in PerfexCRM
- Add staff in PerfexCRM
- Search ticket in PerfexCRM
- Create roadmap card in LoopedIn
- Create an idea in LoopedIn
- Create a announcement in LoopedIn
Trusted by experts at...
Ready Workflows for PerfexCRM + LoopedIn Integration
Capture feedback, create leads, set up customers, add tasks, and manage projects, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your LoopedIn + PerfexCRM flow
Connect supporting apps to notify your team, update records, and trigger follow-up actions after your core integration runs. Pick a combination and activate it in one click.
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Slack (6)
Slack (6) +
Gmail (4)
Gmail (4) +
Stripe (3)
Stripe (3) +
Trello (3)
Trello (3) +
Typeform (3)
Typeform (3) +
QuickBooks Online (3)
QuickBooks Online (3) L
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Turn every LoopedIn feedback item into a PerfexCRM lead, and notify your sales team instantly on Slack
Feedback items land in PerfexCRM as new leads while your sales team hears about them immediately in Slack, removing manual data entry.
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When an idea is created in LoopedIn, create a PerfexCRM task and alert your product channel in Slack
New product ideas in LoopedIn generate PerfexCRM tasks instantly, with notifications sent straight to Slack.
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When a roadmap card is created in LoopedIn, update the matching PerfexCRM task and post the update in Slack
Roadmap changes in LoopedIn update PerfexCRM tasks and notify your team on Slack automatically.
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Create a PerfexCRM project for every LoopedIn announcement, and notify your team in Slack
Announcements published in LoopedIn generate PerfexCRM projects and notify your team in Slack.
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Use Claude to analyse whether new LoopedIn feedback requires immediate action, create a PerfexCRM ticket, and alert your support channel in Slack
AI analyses LoopedIn feedback severity, creates a PerfexCRM support ticket for urgent items, and notifies Slack.
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Turn every LoopedIn idea into a PerfexCRM lead, create a tracking task in Asana, and announce it in Slack
LoopedIn ideas create PerfexCRM leads and Asana tasks while announcing the new submission in Slack.
Supported triggers and actions for PerfexCRM and LoopedIn
Mix and match to build the exact automation you need
PerfexCRM Triggers & Actions
LoopedIn Triggers & Actions
Instant
Event is triggered in LoopedIn
Triggers the automation when a particular event occurs
Try it → Instant
Announcement is created in LoopedIn
Triggers the automation when a new announcement is created
Try it → Instant
Roadmap card is created in LoopedIn
Triggers the automation when a new roadmap card is created
Try it → Instant
Announcement is deleted in LoopedIn
Triggers the automation when any announcement is deleted
Try it → Instant
Roadmap card is deleted in LoopedIn
Triggers the automation when a roadmap card is deleted
Try it → Instant
Feedback is created in LoopedIn
Triggers the automation when a particular action in the workflow fails
Try it → What can you automate with LoopedIn + PerfexCRM?
Streamline your customer feedback and client management workflows with ready-to-use automation rules.
🎯
Create PerfexCRM leads from LoopedIn feedback
Turn every new feedback submission in LoopedIn into a qualified lead inside PerfexCRM automatically, ensuring no potential client request is overlooked.
📝
Capture all submitted feedback details
Map custom feedback fields, submitter names, and category tags directly into PerfexCRM customer profiles instead of just basic contact info.
🔔
Alert your team instantly on new submissions
Notify staff members in real time whenever important customer ideas or roadmap items are created in LoopedIn.
🔀
Route records based on feedback criteria
Send high-priority feedback to senior account managers in PerfexCRM while routine suggestions create standard support tasks.
🔄
Keep PerfexCRM projects updated continuously
Synchronize roadmap changes and product announcements from LoopedIn directly into your PerfexCRM project management boards.
🔍
Search and update existing customer profiles
Check if a customer already exists in PerfexCRM before creating new records, preventing duplicate entries in your database.
📌
Manage task statuses across platforms
Update task progress and close support tickets in PerfexCRM when corresponding items are resolved in LoopedIn.
💬
Extend workflows to Slack or Gmail
Trigger automated team notifications in Slack or send confirmation emails via Gmail the moment your LoopedIn automation runs.
And much more...
Who is LoopedIn + PerfexCRM integration for?
Teams managing customer feedback and client operations save hours every week by eliminating manual data transfer between platforms.
Product Managers
Customer Support Leads
Account Managers
Operations Teams
Project Coordinators
Quality Assurance Leads
📈
Product Managers
You collect feedback in LoopedIn but your CRM numbers are always lagging behind manual exports, so the insights you review are outdated — with this integration, every new submission lands in PerfexCRM instantly and your pipeline stays current.
🚨
Customer Support Leads
You need to respond to critical customer requests immediately, but tickets sit in limbo while agents copy data by hand — with this integration, every feedback item generates a PerfexCRM ticket the moment it arrives.
🤝
Account Managers
Your clients ask about feature requests during check-ins, but tracking roadmaps manually leaves gaps in your client records — with this integration, every roadmap update syncs directly to PerfexCRM project histories.
⚡
Operations Teams
High volumes of incoming feedback overwhelm your staff when every record requires manual entry into PerfexCRM — with this integration, automated lead and task creation handles the volume effortlessly.
📋
Project Coordinators
You depend on product teams to hand over approved ideas before you can schedule work in PerfexCRM — with this integration, every new idea creates tasks automatically so work begins without delay.
🔍
Quality Assurance Leads
You need a complete audit trail of customer feedback tied to client accounts, but manual logging creates missing entries — with this integration, every LoopedIn event populates PerfexCRM with absolute accuracy.
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 + LoopedIn
Build and manage your PerfexCRM + LoopedIn automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect PerfexCRM + LoopedIn 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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect PerfexCRM + LoopedIn Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect LoopedIn to PerfexCRM?
You can connect LoopedIn to PerfexCRM in one click using pre-built templates on Integrately, or use Integrately AI to set up custom workflows.
Can I automatically create PerfexCRM leads from LoopedIn feedback?
Can I connect LoopedIn, PerfexCRM, and Slack?
What is a good Zapier alternative for LoopedIn and PerfexCRM?
How are LoopedIn feedback items processed in PerfexCRM?
Can I update PerfexCRM tasks when LoopedIn roadmap items change?
Do I need coding skills to automate LoopedIn and PerfexCRM?
Is the LoopedIn and PerfexCRM integration free?
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