Integrate PerfexCRM to The Conversion Engine in one click, or tell Integrately AI how you want each order handled. Sync orders, create customer accounts, update invoices, and alert your team automatically.
As an online store owner, you're likely using The Conversion Engine 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 The Conversion Engine 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.
When someone completes your The Conversion Engine, a new contact is automatically created in your PerfexCRM. This way, you can quickly follow up with the response and turn them into a customer!
Plus, all of the information from the The Conversion Engine is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a The Conversion Engine - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
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 The Conversion Engine 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.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your PerfexCRM + The Conversion Engine flow
Extend your automation with payment processing, scheduling, email alerts, team messaging, form submissions, and accounting tools. Pick a combination and activate it in one click.
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Stripe (4)
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Calendly (4)
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Gmail (4)
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Slack (4)
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Typeform (4)
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QuickBooks Online (4)
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When an order is created in The Conversion Engine, create a customer in Stripe, and create a customer in PerfexCRM.
Every new order in The Conversion Engine instantly generates a customer record in Stripe and a customer in PerfexCRM without manual data entry.
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When an order is updated in The Conversion Engine, update the customer in Stripe, and update the customer in PerfexCRM.
Keep your billing records and CRM data aligned when order details change in The Conversion Engine.
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When a product is created in The Conversion Engine, create a product in Stripe, and create an invoice in PerfexCRM.
New products added in The Conversion Engine automatically appear in Stripe and generate a new invoice in PerfexCRM.
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When a product is updated in The Conversion Engine, update the product in Stripe, and update the task in PerfexCRM.
Product updates in The Conversion Engine refresh your Stripe catalog and update the tracking task in PerfexCRM.
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When a booking is created in The Conversion Engine, schedule an event in Calendly, and create a customer in PerfexCRM.
New bookings in The Conversion Engine automatically set up your Calendly schedule and add a new customer in PerfexCRM.
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When a form response is created in The Conversion Engine, create a scheduled event in Calendly, and create a lead in PerfexCRM.
Form submissions in The Conversion Engine book a Calendly slot and create a new lead in PerfexCRM instantly.
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When an order is created in The Conversion Engine, create a scheduling link in Calendly, and create a task in PerfexCRM.
Every order in The Conversion Engine generates a Calendly link and sets up a follow-up task in PerfexCRM.
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When a contact is created or updated in The Conversion Engine, create an event in Calendly, and update the customer in PerfexCRM.
Contact updates in The Conversion Engine schedule meetings in Calendly and update client records in PerfexCRM.
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When an order is created in The Conversion Engine, send an email in Gmail, and create a customer in PerfexCRM.
New orders in The Conversion Engine trigger an email notification via Gmail and create a customer in PerfexCRM.
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When a form response is created in The Conversion Engine, send an email in Gmail, and create a lead in PerfexCRM.
Form responses in The Conversion Engine send an auto-reply via Gmail and create a lead in PerfexCRM.
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When a booking is created in The Conversion Engine, send an email in Gmail, and create a ticket in PerfexCRM.
Bookings in The Conversion Engine send a confirmation email in Gmail and create a support ticket in PerfexCRM.
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When an order is updated in The Conversion Engine, send an email in Gmail, and update the customer in PerfexCRM.
Order updates in The Conversion Engine trigger update emails in Gmail and refresh customer records in PerfexCRM.
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When an order is created in The Conversion Engine, send a channel message in Slack, and create a customer in PerfexCRM.
New orders in The Conversion Engine notify your team on Slack and create a customer record in PerfexCRM.
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When a form response is created in The Conversion Engine, send a channel message in Slack, and create a lead in PerfexCRM.
Form submissions in The Conversion Engine alert your team on Slack and create a lead in PerfexCRM.
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When a booking is created in The Conversion Engine, send a channel message in Slack, and create a task in PerfexCRM.
Bookings in The Conversion Engine notify your staff in Slack and create a task in PerfexCRM.
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When an order is updated in The Conversion Engine, send a channel message in Slack, and update the task in PerfexCRM.
Order updates in The Conversion Engine post alerts in Slack and update internal tasks in PerfexCRM.
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When a form response is created in Typeform, create a contact in The Conversion Engine, and create a lead in PerfexCRM.
Typeform submissions create contacts in The Conversion Engine and generate new leads in PerfexCRM.
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When a form response is created in Typeform, create a contact in The Conversion Engine, and create a customer in PerfexCRM.
New Typeform entries generate contacts in The Conversion Engine and set up customers in PerfexCRM.
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When a form response is created in Typeform, create a contact in The Conversion Engine, and create a ticket in PerfexCRM.
Support surveys in Typeform create contacts in The Conversion Engine and log tickets in PerfexCRM.
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When a form response is created in Typeform, create a contact in The Conversion Engine, and create a task in PerfexCRM.
Typeform submissions create contacts in The Conversion Engine and assign tasks in PerfexCRM.
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When an order is created in The Conversion Engine, create an invoice in QuickBooks Online, and create a customer in PerfexCRM.
New orders in The Conversion Engine generate invoices in QuickBooks Online and add customers in PerfexCRM.
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When an order is updated in The Conversion Engine, update the invoice in QuickBooks Online, and update the customer in PerfexCRM.
Order modifications in The Conversion Engine update your QuickBooks Online invoice and refresh PerfexCRM customer data.
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When a product is created in The Conversion Engine, create an item in QuickBooks Online, and create an invoice in PerfexCRM.
New products in The Conversion Engine add items to QuickBooks Online and generate invoices in PerfexCRM.
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When a product is updated in The Conversion Engine, update the item in QuickBooks Online, and update the task in PerfexCRM.
Product updates in The Conversion Engine refresh QuickBooks Online items and update tracking tasks in PerfexCRM.
Supported triggers and actions for PerfexCRM and The Conversion Engine
Mix and match to build the exact automation you need
Automatically generate a new customer in PerfexCRM the moment an order is created in The Conversion Engine. Eliminate manual data entry and ensure every client is logged instantly.
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Capture every submitted form response
Map custom answers from The Conversion Engine form responses directly into PerfexCRM leads and customer profiles. Keep all inquiry details organised in one central hub.
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Notify your team on new bookings
Trigger instant team alerts whenever a booking is created in The Conversion Engine so staff can prepare for client consultations and kickoff meetings without delay.
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Route submissions based on field values
Apply conditional rules to route The Conversion Engine form responses into specific PerfexCRM customer lists or task boards depending on submitted tier data.
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Keep client records up to date
Automatically update existing customer profiles in PerfexCRM whenever contact details or purchase attributes are modified in The Conversion Engine.
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Search and prevent duplicate entries
Search for existing customer records in PerfexCRM before creating new entries, preventing duplicate files and keeping your database clean.
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Handle order updates and invoices
Create invoices in PerfexCRM automatically upon order creation and update tasks when order details change in The Conversion Engine.
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Extend workflows to team messaging
Connect your PerfexCRM and The Conversion Engine core flow to Slack or Gmail to notify stakeholders and send client confirmation emails instantly.
And much more...
Who is PerfexCRM + The Conversion Engine integration for?
Connecting PerfexCRM and The Conversion Engine helps founders, project managers, and sales teams eliminate manual data entry, keep client records updated, and streamline business operations.
Financial Analysts
Sales Managers
Account Managers
E-Commerce Operations Leads
Project Coordinators
Customer Success Leads
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Financial Analysts
You report on revenue and sales figures every week, but your reports are always out of date because orders logged in The Conversion Engine take hours to reach PerfexCRM — automating both apps means every transaction updates your financial records instantly so your dashboards never miss a beat.
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Sales Managers
You need to reach new leads the moment they show interest, but form responses sit unread in The Conversion Engine until someone checks manually — with this integration, every new submission creates a customer record in PerfexCRM instantly so your team can follow up right away.
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Account Managers
You answer to clients who expect real-time updates on project milestones and tasks, but tracking progress across separate tools leaves frustrating communication gaps — automating both apps means every new task and project status flows seamlessly into client view.
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E-Commerce Operations Leads
You handle a high volume of daily product orders and customer sign-ups that overwhelm your manual data entry staff, leading to frequent tracking errors — this integration means every order and contact syncs across systems without a single manual keystroke.
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Project Coordinators
You own project delivery tasks in PerfexCRM, but you often find out about newly booked calls or orders long after they happen in The Conversion Engine — connecting these apps means every new booking or order immediately triggers the exact project setup you need.
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Customer Success Leads
You rely on a complete client history to resolve support tickets effectively, but missing records between your sales and support tools create blind spots — this integration means every ticket, customer, and order links together in a unified timeline.
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate PerfexCRM + The Conversion Engine
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How do I connect PerfexCRM to The Conversion Engine?
You can connect PerfexCRM to The Conversion Engine in one click using pre-built workflows on Integrately. Choose a ready automation template or use Integrately AI to configure custom steps with Stripe, Slack, and Gmail.
Can I automatically create customers in PerfexCRM when an order is created in The Conversion Engine?
You can automatically generate customer records in PerfexCRM the moment an order is created in The Conversion Engine. Activate a ready automation in one click or customise your workflow with Integrately AI.
Can I connect PerfexCRM, The Conversion Engine, and Slack?
You can connect PerfexCRM and The Conversion Engine with Slack to notify your team instantly when new orders arrive. Combine these with Stripe, Gmail, and 1,500+ other apps.
What is a good Zapier alternative for PerfexCRM and The Conversion Engine?
Most alternatives lack 24/5 live support and instant 1-click templates. Integrately provides ready-made workflows for PerfexCRM and The Conversion Engine with expert setup assistance.
How does PerfexCRM handle incoming order data from The Conversion Engine?
Order data from The Conversion Engine flows directly into PerfexCRM to create new customers, leads, or invoices. There's a ready template — start from the PerfexCRM and The Conversion Engine integration.
Can I sync form responses from The Conversion Engine into PerfexCRM?
Is the PerfexCRM and The Conversion Engine integration free?
You can start connecting PerfexCRM and The Conversion Engine using the free forever plan on Integrately. Explore pricing plans to unlock premium features and higher automation limits.
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