Flexie CRM + Peak Funnels Integration

Integrate Flexie CRM to Peak Funnels in one click, or tell Integrately AI how you want each form response handled. Capture new submissions, create leads and contacts, update your deals, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • Peak Funnels
    Contact is created or updated in Peak Funnels Instant
  • Peak Funnels
    Booking is created in Peak Funnels Instant
  • Peak Funnels
    Order is created in Peak Funnels Instant
  • Peak Funnels
    Order is updated in Peak Funnels Instant
  • Peak Funnels
    Form response is created in Peak Funnels Instant
  • Peak Funnels
    Product is created in Peak Funnels Instant
  • Peak Funnels
    Product is updated in Peak Funnels Instant
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2.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM
  • Peak Funnels
    Delete contact in Peak Funnels
  • Peak Funnels
    Search contact in Peak Funnels
  • Peak Funnels
    Update contact in Peak Funnels
  • Peak Funnels
    Create contact in Peak Funnels
  • Peak Funnels
    Create product in Peak Funnels
  • Peak Funnels
    Update product in Peak Funnels
  • Peak Funnels
    Search product in Peak Funnels
  • Peak Funnels
    Create member in Peak Funnels
  • Peak Funnels
    Delete member in Peak Funnels
  • Peak Funnels
    Update member in Peak Funnels
  • Peak Funnels
    Create member group in Peak Funnels
  • Peak Funnels
    Update member group in Peak Funnels
  • Peak Funnels
    Delete member group in Peak Funnels

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Ready Workflows Ready Workflows for Flexie CRM + Peak Funnels Integration

Capture submissions, create leads, update contacts, log deals, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Peak Funnels + Flexie CRM Integration

Create Flexie CRM deal for new Peak Funnels event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Flexie CRM.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Peak Funnels, it will trigger a corresponding deal creation in Flexie CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Peak Funnels + Flexie CRM Integration

Create Flexie CRM 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 Flexie CRM? This integration will allow you to automatically create a contact for each new order in Flexie CRM.

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 + Flexie CRM Integration

Create Flexie CRM contact for new Peak Funnels form response

When someone completes your Peak Funnels, a new contact is automatically created in your Flexie CRM. 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 - Flexie CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Peak Funnels + Flexie CRM Integration

Create Flexie CRM deal for new Peak Funnels form response

Integrating your Flexie CRM with your Peak Funnels, can help you automatically create new deals based on form responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Peak Funnels - Flexie CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Peak Funnels + Flexie CRM Integration

Create Flexie CRM 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 Flexie CRM 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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Peak Funnels + Flexie CRM Integration

Create Flexie CRM deal for new Peak Funnels contact

This automation makes it easy to create new deals in Flexie CRM when a new contact is created in Peak Funnels. Just connect your accounts, and every time a new contact is created in Peak Funnels, a new deal will automatically be created in Flexie CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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  • 1of2
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 Flexie CRM + Peak Funnels flow

Keep your team updated, send automated marketing emails, schedule calls, and record payment details across your stack. Pick a combination and activate it in one click.

Flexie CRM
Peak Funnels
+
StripeStripe (4)
+
Facebook Lead AdsFacebook Lead Ads (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
P
S
F
When an order is created in Peak Funnels, create a customer in Stripe and create a deal in Flexie CRM
New Peak Funnels orders automatically create Stripe customers and Flexie CRM deals without manual entry.
S
P
F
Create a Flexie CRM contact for every successful Stripe payment, and update the order in Peak Funnels
Stripe payment completions instantly update Peak Funnels orders and generate Flexie CRM contacts.
P
S
F
When a product is updated in Peak Funnels, update the price in Stripe and log it in Flexie CRM
Peak Funnels product updates instantly modify Stripe pricing and log updates in Flexie CRM.
S
P
F
If a Stripe subscription is cancelled, update the contact in Peak Funnels and update the deal in Flexie CRM
Cancelled Stripe subscriptions automatically update customer records in Peak Funnels and Flexie CRM.

Supported triggers and actions for Flexie CRM and Peak Funnels

Mix and match to build the exact automation you need

Flexie CRM
Flexie CRM Triggers & Actions
Instant
Universal trigger in Flexie CRM
Triggers the automation when any event occurs
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Create contact in Flexie CRM
Adds a new contact to the database
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Update contact in Flexie CRM
Updates contact information with new details
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Search contact in Flexie CRM
Finds and retrieves contact information
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Create deal in Flexie CRM
Generates a new deal with
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Update deal in Flexie CRM
Updates deal information based on new criteria or changes
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Search deal in Flexie CRM
Retrieves and find a deal
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Update custom entity in Flexie CRM
Updates a custom entity with new information
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Create account in Flexie CRM
Generates a new account
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Search account in Flexie CRM
Searches for account information
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Update account in Flexie CRM
Updates account information
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Create custom entity in Flexie CRM
Creates a new marketing campaign
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Search custom entity in Flexie CRM
Searches for a custom entity
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Create lead in Flexie CRM
Generates new leads for potential customers
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Search lead in Flexie CRM
Retrieves information for a particular lead
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Update lead in Flexie CRM
Updates the lead information
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Peak Funnels
Peak Funnels Triggers & Actions
Instant
Contact is created or updated in Peak Funnels
Triggers the automation when a contact is created or updated
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Instant
Booking is created in Peak Funnels
Triggers the automation when a new booking is created
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Instant
Order is created in Peak Funnels
Triggers the automation when a new order is created
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Instant
Order is updated in Peak Funnels
Triggers the automation when any order is updated
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Instant
Form response is created in Peak Funnels
Triggers the automation when a form is filled
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Instant
Product is created in Peak Funnels
Triggers the automation when a new product is created
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Instant
Product is updated in Peak Funnels
Triggers the automation when a product is updated
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Delete contact in Peak Funnels
Removes a contact from the address book
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Search contact in Peak Funnels
Finds and retrieves contact information
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Update contact in Peak Funnels
Updates contact information with new details
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Create contact in Peak Funnels
Adds a new contact to the database
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Create product in Peak Funnels
Generates and launch new products
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Update product in Peak Funnels
Updates product information
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Search product in Peak Funnels
Searches for a product
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Create member in Peak Funnels
Adds a new member to the system
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Delete member in Peak Funnels
Removes a member from the system
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Update member in Peak Funnels
Updates a member's information
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Create member group in Peak Funnels
Creates a new group of members
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Update member group in Peak Funnels
Updates the particular member group
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Delete member group in Peak Funnels
Deletes a member group
Try it →

What can you automate with Flexie CRM + Peak Funnels?

Connect your sales funnels directly to your CRM to synchronize contacts, orders, bookings, and deals without manual work.

What you can automate?
🔄
Sync Peak Funnels form submissions directly into Flexie CRM
Capture every form response from Peak Funnels and automatically create a new lead or contact in Flexie CRM. Eliminate manual copy-pasting and ensure zero leads slip through the cracks.
📋
Map every submitted field into your CRM records
Transfer detailed customer data, custom questions, and booking answers from Peak Funnels into dedicated Flexie CRM fields. Your sales reps get complete context for every conversation.
🔔
Alert your sales team the moment a new order arrives
Trigger instant notifications in your team's preferred channel whenever an order or booking is created in Peak Funnels, paired with the new deal record in Flexie CRM.
🔀
Route leads based on submitted form answers
Evaluate incoming Peak Funnels form responses and direct high-tier prospects to priority Flexie CRM pipelines while standard inquiries follow normal workflows.
🔄
Keep contact records updated across both platforms
Automatically update existing contacts in Flexie CRM whenever customer details or contact information change in Peak Funnels. Maintain a single source of truth.
🔍
Search and update existing records to prevent duplicates
Check Flexie CRM for existing contacts before creating new entries from Peak Funnels orders. Update existing deals and contacts cleanly without cluttering your database.
📊
Manage order status changes and deal updates
When a Peak Funnels order or booking status changes, automatically update the corresponding deal stage in Flexie CRM to keep your pipeline reporting accurate.
🔗
Extend your workflow with powerful supporting apps
Connect your Flexie CRM and Peak Funnels pipeline to third-party tools like Slack or Google Sheets to log transactions, alert teams, and trigger automated follow-ups.
And much more...

Who is Flexie CRM + Peak Funnels integration for?

Sales teams, funnel builders, and business owners use this integration to streamline lead management, eliminate manual data entry, and close deals faster.

Revenue leaders and sales managers
Revenue leaders and sales managers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Operations directors
Operations directors
Customer success leads
Customer success leads
CRM administrators
CRM administrators
📈
Revenue leaders and sales managers
You're reviewing deal stages in Flexie CRM while new orders pile up in Peak Funnels without manual logging, so the pipeline reports you're presenting to leadership are always a few hours behind — this integration means every new funnel transaction updates your CRM records instantly and your dashboard stays current.
Sales representatives
You're waiting for notification that a prospect submitted a form in Peak Funnels before reaching out, but manual handoffs mean leads sit unattended for hours — automating both apps means every new submission lands in Flexie CRM immediately and your outreach happens while the lead is hot.
🤝
Agency account managers
You're reporting client campaign results to stakeholders who demand real-time visibility into new bookings and orders, but manual tracking leaves gaps in your pipeline history — connecting these apps means every form response and customer interaction populates your CRM records without delay.
⚙️
Operations directors
You're managing high volumes of incoming form responses and customer orders across platforms where manual data transfer causes frequent entry errors — automating both apps means every lead and order is processed reliably without human intervention.
🎯
Customer success leads
You're taking over accounts from sales reps who captured bookings in Peak Funnels, but details rarely make it across to Flexie CRM before onboarding begins — this integration means every client interaction and booking flows smoothly into your CRM profiles from day one.
🔍
CRM administrators
You're auditing database records in Flexie CRM and finding missing contacts because team members forgot to copy over Peak Funnels submissions manually — with this integration, every customer touchpoint is captured accurately and your database stays complete.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate Flexie CRM + Peak Funnels

Build and manage your Flexie CRM + Peak Funnels automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Flexie CRM + Peak Funnels 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
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Flexie CRM to Peak Funnels?
Frequently Asked Questions
You can connect Flexie CRM to Peak Funnels instantly using 1-click ready workflows on Integrately. Select a pre-built template, link your accounts, and ask Integrately AI to handle any custom fields.
How can I automatically sync Peak Funnels form submissions to Flexie CRM?
Frequently Asked Questions
Can I connect Flexie CRM, Peak Funnels, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flexie CRM and Peak Funnels?
Frequently Asked Questions
How does Flexie CRM handle incoming lead data from Peak Funnels?
Frequently Asked Questions
Can Peak Funnels automatically update existing contacts in Flexie CRM?
Frequently Asked Questions
Do I need coding skills to automate Flexie CRM and Peak Funnels?
Frequently Asked Questions
Is the Flexie CRM and Peak Funnels integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Flexie CRM or Peak Funnels With 1500+ Other Apps

Flexie CRM
Popular Flexie CRM Integrations
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Peak Funnels
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Sync Peak Funnels with marketing automation, payment gateways, and scheduling tools to scale your business operations.