PerfexCRM + The Conversion Engine Integration

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.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • The Conversion Engine
    Order is created in The Conversion Engine Instant
  • The Conversion Engine
    Order is updated in The Conversion Engine Instant
  • The Conversion Engine
    Form response is created in The Conversion Engine Instant
  • The Conversion Engine
    Booking is created in The Conversion Engine Instant
  • The Conversion Engine
    Contact is created or updated in The Conversion Engine Instant
  • The Conversion Engine
    Product is created in The Conversion Engine Instant
  • The Conversion Engine
    Product is updated in The Conversion Engine Instant
Arrow Right
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
  • The Conversion Engine
    Create contact in The Conversion Engine
  • The Conversion Engine
    Delete contact in The Conversion Engine
  • The Conversion Engine
    Search contact in The Conversion Engine
  • The Conversion Engine
    Update contact in The Conversion Engine
  • The Conversion Engine
    Create product in The Conversion Engine
  • The Conversion Engine
    Update product in The Conversion Engine
  • The Conversion Engine
    Search product in The Conversion Engine
  • The Conversion Engine
    Create member in The Conversion Engine
  • The Conversion Engine
    Delete member in The Conversion Engine
  • The Conversion Engine
    Update member in The Conversion Engine
  • The Conversion Engine
    Create member group in The Conversion Engine
  • The Conversion Engine
    Update member group in The Conversion Engine
  • The Conversion Engine
    Delete member group in The Conversion Engine

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for PerfexCRM + The Conversion Engine Integration

Capture orders, create customers, log invoices, assign tasks, and update client records, all in just one click.

Most popular automationsmost-popular-automations
The Conversion Engine + PerfexCRM Integration

Create PerfexCRM contact from new The Conversion Engine order

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.
See more
The Conversion Engine + PerfexCRM Integration

Create PerfexCRM contact for new The Conversion Engine response

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.
See more
The Conversion Engine + PerfexCRM Integration

Create PerfexCRM contact for new The Conversion Engine 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 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.
See more
  • 1of1
Got a different task in mind? Describe it

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.

PerfexCRM
The Conversion Engine
+
StripeStripe (4)
+
CalendlyCalendly (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
TypeformTypeform (4)
+
QuickBooks OnlineQuickBooks Online (4)
T
S
P
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.
T
S
P
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.
T
S
P
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.
T
S
P
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.

Supported triggers and actions for PerfexCRM and The Conversion Engine

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
Try it →
Search lead in PerfexCRM
Retrieves information for a particular lead
Try it →
Create customer in PerfexCRM
Adds a new customer to the database
Try it →
Create ticket in PerfexCRM
Generates a new ticket
Try it →
Search customer in PerfexCRM
Locates and retrieves customer information
Try it →
Update customer in PerfexCRM
Updates a customer's information
Try it →
Create task in PerfexCRM
Creates a new task
Try it →
Create contact in PerfexCRM
Adds a new contact to the database
Try it →
Create invoice in PerfexCRM
Generates invoices for sales transactions
Try it →
Search invoice in PerfexCRM
Locates and retrieves invoices with
Try it →
Update task in PerfexCRM
Updates the task with new information or changes
Try it →
Search task in PerfexCRM
Searches for a task
Try it →
Create project in PerfexCRM
Creates a new project
Try it →
Search project in PerfexCRM
Searches for a project
Try it →
Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
Try it →
Search ticket in PerfexCRM
Searches for a ticket
Try it →
The Conversion Engine
The Conversion Engine Triggers & Actions
Instant
Order is created in The Conversion Engine
Triggers the automation when a new order is created
Try it →
Instant
Order is updated in The Conversion Engine
Triggers the automation when any order is updated
Try it →
Instant
Form response is created in The Conversion Engine
Triggers the automation when a form is filled
Try it →
Instant
Booking is created in The Conversion Engine
Triggers the automation when a new booking is created
Try it →
Instant
Contact is created or updated in The Conversion Engine
Triggers the automation when a contact is created or updated
Try it →
Instant
Product is created in The Conversion Engine
Triggers the automation when a new product is created
Try it →
Instant
Product is updated in The Conversion Engine
Triggers the automation when a product is updated
Try it →
Create contact in The Conversion Engine
Adds a new contact to the database
Try it →
Delete contact in The Conversion Engine
Removes a contact from the address book
Try it →
Search contact in The Conversion Engine
Finds and retrieves contact information
Try it →
Update contact in The Conversion Engine
Updates contact information with new details
Try it →
Create product in The Conversion Engine
Generates and launch new products
Try it →
Update product in The Conversion Engine
Updates product information
Try it →
Search product in The Conversion Engine
Searches for a product
Try it →
Create member in The Conversion Engine
Adds a new member to the system
Try it →
Delete member in The Conversion Engine
Removes a member from the system
Try it →
Update member in The Conversion Engine
Updates a member's information
Try it →
Create member group in The Conversion Engine
Creates a new group of members
Try it →
Update member group in The Conversion Engine
Updates the particular member group
Try it →
Delete member group in The Conversion Engine
Deletes a member group
Try it →

What can you automate with PerfexCRM + The Conversion Engine?

Streamline your client management, order processing, and task workflows by connecting every key event between PerfexCRM and The Conversion Engine.

What you can automate?
🛒
Create PerfexCRM customers from orders
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.
📝
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.
🔔
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.
🔀
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.
🔄
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.
🔍
Search and prevent duplicate entries
Search for existing customer records in PerfexCRM before creating new entries, preventing duplicate files and keeping your database clean.
📋
Handle order updates and invoices
Create invoices in PerfexCRM automatically upon order creation and update tasks when order details change in The Conversion Engine.
💬
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
Financial Analysts
Sales Managers
Sales Managers
Account Managers
Account Managers
E-Commerce Operations Leads
E-Commerce Operations Leads
Project Coordinators
Project Coordinators
Customer Success Leads
Customer Success Leads
📊
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.
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.
📋
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.
📈
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.
🛠️
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.
🗂️
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

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 + The Conversion Engine

Build and manage your PerfexCRM + The Conversion Engine 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 + The Conversion Engine 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect PerfexCRM to The Conversion Engine?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect PerfexCRM, The Conversion Engine, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for PerfexCRM and The Conversion Engine?
Frequently Asked Questions
How does PerfexCRM handle incoming order data from The Conversion Engine?
Frequently Asked Questions
Can I sync form responses from The Conversion Engine into PerfexCRM?
Frequently Asked Questions
Do I need coding skills to automate PerfexCRM and The Conversion Engine?
Frequently Asked Questions
Is the PerfexCRM and The Conversion Engine integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or The Conversion Engine With 1500+ Other Apps

PerfexCRM
Popular PerfexCRM Integrations
Connect PerfexCRM to accounting, project management, and customer support tools to streamline your business operations.
See All
PerfexCRM Integrations arrow right
No popular apps found
The Conversion Engine
Popular The Conversion Engine Integrations
Sync The Conversion Engine with email marketing, payment processing, and analytics platforms to scale your e-commerce and sales.