Peak Funnels + PerfexCRM Integration

Connect Peak Funnels to PerfexCRM - Automate your workflows in 1-click

Set up Peak Funnels automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of PerfexCRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Peak Funnels + PerfexCRM integration.
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Peak Funnels + PerfexCRM Integration

Create PerfexCRM contact from new Peak Funnels order

As an online store owner, you're likely using Peak Funnels to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Peak Funnels with PerfexCRM? This integration will allow you to automatically create a contact for each new order in PerfexCRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Peak Funnels + PerfexCRM Integration

Create PerfexCRM contact for new Peak Funnels form response

When someone completes your Peak Funnels, a new contact is automatically created in your PerfexCRM. This way, you can quickly follow up with the form response and turn them into a customer!

Plus, all of the information from the Peak Funnels is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Peak Funnels - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
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Peak Funnels + PerfexCRM Integration

Create PerfexCRM contact for new Peak Funnels contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new PerfexCRM contact and Peak Funnels contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Create Your Own Peak Funnels & PerfexCRM Integration Without Any Code

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Peak Funnels + PerfexCRM Integration
1.
  • Peak Funnels
    Contact is created or updated in Peak Funnels

    Triggers the automation when a contact is created or updated

    Instant
  • Peak Funnels
    Booking is created in Peak Funnels

    Triggers the automation when a new booking is created

    Instant
  • Peak Funnels
    Order is created in Peak Funnels

    Triggers the automation when a new order is created

    Instant
  • Peak Funnels
    Order is updated in Peak Funnels

    Triggers the automation when any order is updated

    Instant
  • Peak Funnels
    Form response is created in Peak Funnels

    Triggers the automation when a form is filled

    Instant
  • Peak Funnels
    Product is created in Peak Funnels

    Triggers the automation when a new product is created

    Instant
  • Peak Funnels
    Product is updated in Peak Funnels

    Triggers the automation when a product is updated

    Instant
2.
  • Peak Funnels
    Delete contact in Peak Funnels

    Removes a contact from the address book

  • Peak Funnels
    Search contact in Peak Funnels

    Finds and retrieves contact information

  • Peak Funnels
    Update contact in Peak Funnels

    Updates contact information with new details

  • Peak Funnels
    Create contact in Peak Funnels

    Adds a new contact to the database

  • Peak Funnels
    Create product in Peak Funnels

    Generates and launch new products

  • Peak Funnels
    Update product in Peak Funnels

    Updates product information

  • Peak Funnels
    Search product in Peak Funnels

    Searches for a product

  • Peak Funnels
    Create member in Peak Funnels

    Adds a new member to the system

  • Peak Funnels
    Delete member in Peak Funnels

    Removes a member from the system

  • Peak Funnels
    Update member in Peak Funnels

    Updates a member's information

  • Peak Funnels
    Create member group in Peak Funnels

    Creates a new group of members

  • Peak Funnels
    Update member group in Peak Funnels

    Updates the particular member group

  • Peak Funnels
    Delete member group in Peak Funnels

    Deletes a member group

  • PerfexCRM
    Create lead in PerfexCRM

    Generates new leads for potential customers

  • PerfexCRM
    Search lead in PerfexCRM

    Retrieves information for a particular lead

  • PerfexCRM
    Create customer in PerfexCRM

    Adds a new customer to the database

  • PerfexCRM
    Create ticket in PerfexCRM

    Generates a new ticket

  • PerfexCRM
    Search customer in PerfexCRM

    Locates and retrieves customer information

  • PerfexCRM
    Update customer in PerfexCRM

    Updates a customer's information

  • PerfexCRM
    Create task in PerfexCRM

    Creates a new task

  • PerfexCRM
    Create contact in PerfexCRM

    Adds a new contact to the database

  • PerfexCRM
    Create invoice in PerfexCRM

    Generates invoices for sales transactions

  • PerfexCRM
    Search invoice in PerfexCRM

    Locates and retrieves invoices with

  • PerfexCRM
    Update task in PerfexCRM

    Updates the task with new information or changes

  • PerfexCRM
    Search task in PerfexCRM

    Searches for a task

  • PerfexCRM
    Create project in PerfexCRM

    Creates a new project

  • PerfexCRM
    Search project in PerfexCRM

    Searches for a project

  • PerfexCRM
    Add staff in PerfexCRM

    Assigns new employees to the appropriate team or department

  • PerfexCRM
    Search ticket in PerfexCRM

    Searches for a ticket

3x-10x Less Expensive Than Popular Alternatives
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Integrate Peak Funnels & PerfexCRM In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Peak Funnels or PerfexCRM With 1200+ Other Apps

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Peak Funnels is the all-in-one platform for your business. With everything you need built right in, there's no need for costly plug-ins or integrations. It helps build high-converting sales funnels and engage with your clients in a whole new way.

See Peak Funnels Integrations
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PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.

See PerfexCRM Integrations

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