PerfexCRM + MailerSend Integration

Integrate MailerSend to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Track campaign engagement, create leads and customers in PerfexCRM, update customer profiles, and assign follow-up tasks automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • MailerSend
    Email is Sent in MailerSend Instant
  • MailerSend
    Email is opened in MailerSend Instant
  • MailerSend
    Email is hard bounced in MailerSend Instant
  • MailerSend
    Email is clicked through in MailerSend Instant
  • MailerSend
    Email is delivered in MailerSend Instant
  • MailerSend
    Email is soft bounced in MailerSend Instant
  • MailerSend
    Recipient has unsubscribed in MailerSend Instant
  • MailerSend
    SMS is sent in MailerSend Instant
  • MailerSend
    SMS is delivered in MailerSend Instant
  • MailerSend
    SMS is failed in MailerSend Instant
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2.
  • 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
  • MailerSend
    Send template-based email in MailerSend
  • MailerSend
    Send email in MailerSend
  • MailerSend
    Send SMS in MailerSend
  • MailerSend
    Get SMS by ID in MailerSend

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Ready Workflows Ready Workflows for MailerSend + PerfexCRM Integration

Capture campaign responses, create leads and customers in PerfexCRM, update records, and assign follow-up tasks, all in just one click.

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

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Connect more apps to your MailerSend + PerfexCRM flow

Connect billing, document storage, team chat, accounting, scheduling, and project boards to extend your customer workflows. Pick a combination and activate it in one click.

PerfexCRM
MailerSend
+
StripeStripe (4)
+
Google DriveGoogle Drive (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
CalendlyCalendly (4)
+
TrelloTrello (4)
S
M
P
When a new Stripe customer is created, send a welcome email in MailerSend, and create a customer in PerfexCRM.
New Stripe customers receive a welcome email through MailerSend and get added directly to PerfexCRM, keeping your billing and CRM records aligned.
M
P
S
When an email is sent in MailerSend, create a customer in PerfexCRM, and record the payment in Stripe.
Campaign emails sent in MailerSend update your PerfexCRM customer base while logging the associated transaction in Stripe automatically.
S
M
P
If a Stripe invoice payment fails, send an alert email in MailerSend, and create a support ticket in PerfexCRM.
Failed Stripe payments trigger an alert email via MailerSend and open a support ticket in PerfexCRM for your billing team.
M
P
S
When an email is clicked through in MailerSend, update the customer in PerfexCRM, and create a follow-up invoice in Stripe.
High engagement on MailerSend campaigns updates your PerfexCRM customer profile and generates a follow-up invoice in Stripe.

Supported triggers and actions for PerfexCRM and MailerSend

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
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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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MailerSend
MailerSend Triggers & Actions
Instant
Email is Sent in MailerSend
Triggers the automation when an email is sent
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Instant
Email is opened in MailerSend
Triggers the automation when an email is opened
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Instant
Email is hard bounced in MailerSend
Triggers the automation when any email delivery fails due to invalidity
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Instant
Email is clicked through in MailerSend
Triggers the automation when an email link is clicked by the recipient
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Instant
Email is delivered in MailerSend
Triggers the automation when an email is successfully delivered
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Instant
Email is soft bounced in MailerSend
Triggers the automation when an email bounces due to temporary issues
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Instant
Recipient has unsubscribed in MailerSend
Triggers the automation when a recipient opts out of future communication
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Instant
SMS is sent in MailerSend
Triggers the automation when a text message is sent
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Instant
SMS is delivered in MailerSend
Triggers the automation when an SMS is successfully delivered
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Instant
SMS is failed in MailerSend
Triggers the automation when an SMS delivery fails
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Send template-based email in MailerSend
Sends a template-based email
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Send email in MailerSend
Sends an email
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Send SMS in MailerSend
Sends an sms
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Get SMS by ID in MailerSend
Retrieves a sms message by its id
Try it →

What can you automate with MailerSend + PerfexCRM?

Streamline your customer lifecycle by connecting email campaigns and SMS communication directly to your PerfexCRM database.

What you can automate?
🎯
Create PerfexCRM leads from campaign opens
Turn every email open or click in MailerSend into a fresh lead or customer record in PerfexCRM automatically. Engage warm prospects the moment they show interest.
📋
Capture every submitted campaign field
Map all recipient data, delivery statuses, and engagement metrics into PerfexCRM customer profiles instead of just basic contact details. Your CRM becomes a complete source of truth.
🔔
Notify your team instantly on Slack
Alert your sales or support channel the second an important email event or support ticket occurs. Keep your team aligned and responsive.
🔀
Route records based on engagement status
Perform different actions in PerfexCRM depending on whether an email was delivered, clicked, bounced, or unsubscribed. Tailor your follow-up workflows precisely.
🔄
Keep customer profiles up to date
Automatically update customer records in PerfexCRM whenever recipient status changes in MailerSend. Eliminate outdated contact information across your database.
🔍
Search and update instead of duplicating
Check if a customer already exists in PerfexCRM before creating a new record. Maintain a clean database without cluttering your system with duplicate entries.
⚠️
Handle hard bounces and unsubscribes
Automatically update customer statuses in PerfexCRM when an email hard bounces or a recipient unsubscribes in MailerSend. Keep your mailing lists and CRM clean.
📁
Extend your workflow to Google Drive
Automatically archive campaign reports and customer documents in Google Drive whenever new MailerSend interactions update your PerfexCRM workspace.
And much more...

Who is MailerSend + PerfexCRM integration for?

Email marketers, sales representatives, and account managers who need email campaign engagement metrics instantly reflected in PerfexCRM without manual data entry.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations leads
Operations leads
Customer success teams
Customer success teams
Support coordinators
Support coordinators
📈
Performance marketers
You're running email campaigns across multiple segments but your CRM tracking only updates when someone manually exports records, so the engagement counts you're optimising against are always a few hours behind — automating both apps means every campaign interaction lands in PerfexCRM instantly and your pipeline data stays current.
Sales representatives
You need to reach out the moment a prospect shows interest in your emails, but checking analytics dashboards all day wastes precious selling hours — this integration means every email open or click instantly generates a lead in PerfexCRM so you can follow up while intent is highest.
🤝
Account managers
You answer to clients who want to see campaign progress and communication history reflected in their project portal, but manual logging causes frustrating reporting delays — connecting these apps means every email dispatch and response updates your PerfexCRM client records automatically.
📊
Operations leads
The volume of email traffic and customer interactions is too high for your team to keep up with by hand, leading to missed follow-ups and unrecorded customer touches — integrating these apps means high-volume campaign events flow straight into PerfexCRM tasks and customer profiles without manual intervention.
🎯
Customer success teams
You own the onboarding stage and depend on marketing teams to hand over campaign engagement data before you can reach out, causing friction in the handoff process — automating both apps means every new subscriber or customer event creates the right task in PerfexCRM the moment it occurs.
🗂️
Support coordinators
You need a reliable customer history in your CRM and keep finding gaps where transactional email interactions failed to sync with client records — this integration means every bounce, delivery, and unsubscribe updates PerfexCRM accurately for a complete communication audit trail.
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 + MailerSend

Build and manage your PerfexCRM + MailerSend 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 + MailerSend 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 MailerSend to PerfexCRM?
Frequently Asked Questions
You can connect MailerSend to PerfexCRM in one click using Integrately. Choose a ready-made automation template or ask Integrately AI to build the workflow and map your fields across Stripe, Slack, and 1,500+ other apps.
Can I automatically create PerfexCRM leads when emails are opened in MailerSend?
Frequently Asked Questions
Can I connect MailerSend, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for MailerSend and PerfexCRM?
Frequently Asked Questions
How are email bounces handled between MailerSend and PerfexCRM?
Frequently Asked Questions
Can I track campaign engagement in PerfexCRM using MailerSend data?
Frequently Asked Questions
Do I need coding skills to automate MailerSend and PerfexCRM?
Frequently Asked Questions
Is the MailerSend and PerfexCRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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