PerfexCRM + Mention Integration
Integrate Mention to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Capture brand mentions, create CRM leads, update customer records, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Alert is added in Mention- Mention is created in Mention
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 alert in Mention
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Ready Workflows for PerfexCRM + Mention Integration
Capture mentions as leads, create customer accounts, set up tasks, and update your sales pipeline, 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 Mention + PerfexCRM flow
Sync brand monitoring data with your messaging, email, project management, and finance tools. Pick a combination and activate it in one click.
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Slack (6)
Slack (6) +
Gmail (4)
Gmail (4) +
Trello (4)
Trello (4) +
Google Drive (3)
Google Drive (3) +
Stripe (3)
Stripe (3) +
Mailchimp (3)
Mailchimp (3) M
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Create a PerfexCRM lead from every new Mention, and notify your sales channel in Slack
New brand mentions become PerfexCRM leads instantly while your sales channel gets pinged in Slack, eliminating manual copying.
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When an alert is added in Mention, create a PerfexCRM ticket and notify your support channel in Slack
Support teams receive brand alerts as new PerfexCRM tickets immediately with instant Slack notifications.
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When a PerfexCRM customer is updated from a Mention source, notify your account team in Slack
Keep account managers informed in Slack whenever existing PerfexCRM customer details change from brand activity.
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Create a PerfexCRM task for follow-up when a source is found in Mention, and confirm it in Slack
Turn web sources into actionable PerfexCRM tasks and notify your team on Slack automatically.
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Use ChatGPT to analyse every new Mention sentiment, create a PerfexCRM lead, and alert Slack
AI evaluates brand mention sentiment before creating a PerfexCRM lead and alerting your sales channel in Slack.
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Turn every new Mention into a PerfexCRM lead, create a Trello card, and announce it in Slack
Cross-functional teams track brand leads in PerfexCRM and Trello while receiving instant Slack updates.
Supported triggers and actions for PerfexCRM and Mention
Mix and match to build the exact automation you need
PerfexCRM Triggers & Actions
What can you automate with Mention + PerfexCRM?
Streamline your brand monitoring and client management workflows with automated triggers and multi-step actions.
🎯
Turn web mentions into CRM leads automatically
Capture every new mention or alert from Mention and create corresponding leads, contacts, or customers in PerfexCRM instantly without lifting a finger.
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Map all submitted mention data into customer fields
Transfer complete mention details, source URLs, and engagement metadata directly into your PerfexCRM customer profiles and project logs.
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Notify your team the moment a brand alert fires
Alert your sales or support staff instantly when high-impact mentions or critical brand alerts are captured in Mention.
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Route records based on mention impact and sentiment
Set conditional logic to handle high-priority mentions differently from standard alerts, creating priority leads or standard tasks accordingly.
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Keep customer records updated as feedback evolves
Update existing PerfexCRM customer profiles automatically whenever new mentions or brand interactions are logged.
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Search and update existing customer accounts
Look up existing records in PerfexCRM before creating new entries, preventing duplicate contacts and keeping databases clean.
🎫
Convert brand alerts into support tickets
Turn customer complaints or support-related mentions into structured PerfexCRM tickets for rapid resolution by your support team.
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Extend your workflow to team communication apps
Combine Mention and PerfexCRM with Slack or Gmail to notify stakeholders and send automated follow-up messages effortlessly.
And much more...
Who is Mention + PerfexCRM integration for?
Teams monitoring brand conversations and managing client relationships can eliminate manual data entry and keep their CRM perfectly synchronized with real-time brand alerts.
Brand Strategists
Sales Development Reps
Account Managers
Marketing Operations Teams
Project Coordinators
Customer Support Leads
📈
Brand Strategists
You're tracking daily media mentions and sentiment reports, but your pipeline metrics only update when someone manually exports lead lists, so the campaign numbers you're reviewing are always a few hours behind — with this integration, every new mention lands in your CRM instantly and your data stays current.
⚡
Sales Development Reps
You need to act fast on inbound brand interest, but monitoring web feeds by hand means hot leads sit waiting for hours before anyone creates a contact profile — automating both apps means every lead is captured the moment it appears, so your team can follow up immediately.
🤝
Account Managers
You answer to clients who want to see proactive communication regarding brand feedback, but compiling mentions into status updates takes precious time away from client care — this integration means every mention automatically creates a tracked task or ticket in your workspace.
📊
Marketing Operations Teams
The volume of online brand discussions is too high for anyone to keep up by hand, leading to missed opportunities and incomplete customer histories in your database — connecting these apps means every interaction flows directly into structured customer records without manual effort.
🎯
Project Coordinators
You own the next step in project onboarding and depend on upstream marketing teams to hand over campaign leads, but manual handoffs cause frustrating bottlenecks — automating Mention and PerfexCRM means projects and tasks spawn the second a new source is identified.
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Customer Support Leads
You need a reliable history of customer sentiment and inquiries, but tracking down brand mentions across various channels leaves significant gaps in your client records — with this integration, support tickets and customer accounts are updated consistently and without omissions.
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 + Mention
Build and manage your PerfexCRM + Mention automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect PerfexCRM + Mention 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?
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Mention to PerfexCRM?
You can connect Mention to PerfexCRM in just 1 click using ready templates on Integrately, or ask Integrately AI to build the workflow. You can also integrate apps like Slack, Gmail, and Trello with 42,000+ active users.
Can I automatically turn brand mentions into PerfexCRM leads?
Can I connect Mention, PerfexCRM, and Slack?
What is a good Zapier alternative for Mention and PerfexCRM?
How are new alerts handled from Mention?
Can I update existing PerfexCRM customer accounts with mention data?
Do I need coding skills to automate Mention and PerfexCRM?
Is the Mention and PerfexCRM integration free?
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