Adobe Commerce (Magento) + PerfexCRM Integration

Integrate Adobe Commerce (Magento) to PerfexCRM in one click, or tell Integrately AI how you want each order handled. Create customers, add invoices, log sales details, and update your records automatically.

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1.
  • Adobe Commerce (Magento)
    Order is created in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Order is updated in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Customer is created in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Sales order invoice is created in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Product is created in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Sales order shipment is created in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Sales order credit memo is created in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Customer group is created in Adobe Commerce (Magento)
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2.
  • Adobe Commerce (Magento)
    Create customer in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Get customer by id in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Create sales order invoice in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Get order by id in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Create product in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Create sales order comment in Adobe Commerce (Magento)
  • Adobe Commerce (Magento)
    Create category in Adobe Commerce (Magento)
  • 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

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Ready Workflows Ready Workflows for Adobe Commerce (Magento) + PerfexCRM Integration

Create customers from new orders, update records, log invoices, and track sales, all in just one click.

Most popular automationmost-popular-automations
Adobe Commerce (Magento) + PerfexCRM Integration

Create PerfexCRM contact from new Adobe Commerce (Magento) customer

If you're an ecommerce business owner who uses Adobe Commerce (Magento) to power your online store, you'll be happy to know that when a new contact is created in PerfexCRM, this automation will automatically create a customer in Adobe Commerce (Magento).

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Adobe Commerce (Magento) + PerfexCRM Integration

Create PerfexCRM contact from new Adobe Commerce (Magento) order

As an online store owner, you're likely using Adobe Commerce (Magento) 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 Adobe Commerce (Magento) 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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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Adobe Commerce (Magento) + PerfexCRM flow

Bring in payments, email campaigns, accounting tools, team chat, cloud storage, and support desks to handle every part of your workflow. Pick a combination and activate it in one click.

Adobe Commerce (Magento)
PerfexCRM
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (2)
+
SlackSlack (3)
+
Google DriveGoogle Drive (2)
+
ZendeskZendesk (2)
A
P
S
Create a PerfexCRM customer and a Stripe customer when a new Adobe Commerce (Magento) order is placed.
New Adobe Commerce (Magento) orders instantly create matching records in both PerfexCRM and Stripe without manual data entry.
A
P
S
When an Adobe Commerce (Magento) invoice is created, add a PerfexCRM customer and generate a Stripe invoice.
Adobe Commerce (Magento) invoices automatically generate corresponding PerfexCRM customer profiles and Stripe invoices.
A
P
S
Add a Stripe customer whenever a new customer is registered in Adobe Commerce (Magento), and update PerfexCRM.
New store registrations in Adobe Commerce (Magento) instantly update PerfexCRM and create a Stripe customer profile.

Supported triggers and actions for Adobe Commerce (Magento) and PerfexCRM

Mix and match to build the exact automation you need

Adobe Commerce (Magento)
Adobe Commerce (Magento) Triggers & Actions
Order is created in Adobe Commerce (Magento)
Triggers the automation when a new order is created
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Order is updated in Adobe Commerce (Magento)
Triggers the automation when any order is updated
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Customer is created in Adobe Commerce (Magento)
Triggers the automation when a customer is created
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Sales order invoice is created in Adobe Commerce (Magento)
Triggers the automation when a sales order invoice is created
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Product is created in Adobe Commerce (Magento)
Triggers the automation when a new product is created
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Sales order shipment is created in Adobe Commerce (Magento)
Triggers the automation when a sales order shipment is created
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Sales order credit memo is created in Adobe Commerce (Magento)
Triggers the automation when a sales order credit memo is created
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Customer group is created in Adobe Commerce (Magento)
Triggers the automation when a new customer group is created
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Create customer in Adobe Commerce (Magento)
Adds a new customer to the database
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Get customer by id in Adobe Commerce (Magento)
Retrieves customer information based on their id
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Create sales order invoice in Adobe Commerce (Magento)
Creates a new sales order invoice
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Get order by id in Adobe Commerce (Magento)
Retrieves an order by its id
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Create product in Adobe Commerce (Magento)
Generates and launch new products
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Create sales order comment in Adobe Commerce (Magento)
Creates a comment for a sales order
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Create category in Adobe Commerce (Magento)
Creates a new category for better organization
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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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What can you automate with Adobe Commerce (Magento) + PerfexCRM?

Streamline your e-commerce operations by connecting Adobe Commerce (Magento) store events directly to PerfexCRM workflows.

What you can automate?
🔄
Sync store orders to CRM records automatically
Every time an order is created in Adobe Commerce (Magento), a matching customer and record is generated in PerfexCRM. Eliminate manual data entry and ensure your sales database reflects every transaction.
📋
Capture complete customer details
Map all submitted customer data, billing addresses, and order items from Adobe Commerce (Magento) directly into PerfexCRM fields. Your CRM database becomes a comprehensive source for customer management.
🔔
Alert your team instantly on new sales
Trigger instant team notifications whenever a high-value order or new customer registration is recorded in Adobe Commerce (Magento). Keep your sales and support staff informed without checking multiple dashboards.
🔀
Route records based on order values
Apply conditional rules to sort incoming Adobe Commerce (Magento) orders. Assign VIP buyers to priority workflows in PerfexCRM while standard orders follow your regular fulfillment path.
✏️
Keep customer profiles up to date
Automatically update existing PerfexCRM records whenever customer details or order status changes occur in Adobe Commerce (Magento). Prevent outdated information from causing communication errors.
🔍
Search and prevent duplicate entries
Check existing records in PerfexCRM before creating new profiles from Adobe Commerce (Magento) activities. Maintain a clean database without redundant customer entries.
📑
Manage invoices and billing milestones
Turn Adobe Commerce (Magento) sales order invoices and credit memos into tracked financial documents within PerfexCRM. Keep your billing history aligned with store activity.
💬
Extend your workflow with Slack
Combine Adobe Commerce (Magento) and PerfexCRM with Slack to post automated team alerts whenever store orders and customer accounts are created.
And much more...

Who is Adobe Commerce (Magento) + PerfexCRM integration for?

Connect Adobe Commerce (Magento) and PerfexCRM to eliminate manual data entry, keep customer records accurate, and empower your sales and support teams with real-time order insights.

E-commerce analysts
E-commerce analysts
Sales representatives
Sales representatives
Account managers
Account managers
Operations directors
Operations directors
Customer success leads
Customer success leads
Finance coordinators
Finance coordinators
📈
E-commerce analysts
You're reviewing store metrics in Adobe Commerce (Magento) but your CRM reports only update when someone manually exports orders, so the revenue figures you're optimising against are always outdated — this integration means every new transaction flows into PerfexCRM instantly and your analytics stay current.
⚡
Sales representatives
You need to follow up on high-value buyers in Adobe Commerce (Magento), but you find out about new orders hours too late after manual data entry — this integration means every customer profile appears in PerfexCRM immediately so you can reach out while interest is high.
🤝
Account managers
You answer to clients who want to see their project and order history in PerfexCRM, but store data remains trapped in Adobe Commerce (Magento) — this integration means every purchase creates matching records automatically and client reporting is always up to date.
📦
Operations directors
The order volume in Adobe Commerce (Magento) is too high for anyone to keep up by hand, leading to missing customer files in PerfexCRM — this integration means every single order and customer is logged without manual intervention.
🎯
Customer success leads
You depend on store staff to hand over buyer details from Adobe Commerce (Magento) before you can onboard clients in PerfexCRM — this integration means customer creation happens automatically the moment an order is placed.
📑
Finance coordinators
You need a reliable history of store invoices and payments, but keep finding gaps between Adobe Commerce (Magento) and PerfexCRM records — this integration means every financial document is logged accurately across both platforms.
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Why choose Integrately to automate Adobe Commerce (Magento) + PerfexCRM

Build and manage your Adobe Commerce (Magento) + PerfexCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Adobe Commerce (Magento) + PerfexCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
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AI that builds your automations
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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.
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Frequently Asked Questions

How do I connect Adobe Commerce (Magento) to PerfexCRM?
Frequently Asked Questions
You can connect Adobe Commerce (Magento) to PerfexCRM using 1-click automation setup on Integrately. Choose from ready templates or ask Integrately AI to build the automation and map the fields for your store data.
Can I automatically create PerfexCRM customers from Adobe Commerce (Magento) orders?
Frequently Asked Questions
Can I connect Adobe Commerce (Magento), PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Adobe Commerce (Magento) and PerfexCRM?
Frequently Asked Questions
How does Adobe Commerce (Magento) handle order and customer data during integration?
Frequently Asked Questions
How does PerfexCRM manage customer and lead records in this automation?
Frequently Asked Questions
How can I automate this integration without writing any code?
Frequently Asked Questions
Is the Adobe Commerce (Magento) and PerfexCRM integration free?
Frequently Asked Questions
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