FUNNELKING + PerfexCRM Integration

Integrate FUNNELKING to PerfexCRM in one click, or tell Integrately AI how you want each contact handled. Capture form responses, create customers and leads, update contact details, and log orders automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • FUNNELKING
    Contact is created or updated in FUNNELKING Instant
  • FUNNELKING
    Order is updated in FUNNELKING Instant
  • FUNNELKING
    Order is created in FUNNELKING Instant
  • FUNNELKING
    Form response is created in FUNNELKING Instant
  • FUNNELKING
    Product is created in FUNNELKING Instant
  • FUNNELKING
    Product is updated in FUNNELKING Instant
  • FUNNELKING
    Booking is created in FUNNELKING Instant
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2.
  • FUNNELKING
    Create contact in FUNNELKING
  • FUNNELKING
    Search contact in FUNNELKING
  • FUNNELKING
    Create product in FUNNELKING
  • FUNNELKING
    Delete contact in FUNNELKING
  • FUNNELKING
    Update contact in FUNNELKING
  • FUNNELKING
    Update product in FUNNELKING
  • FUNNELKING
    Search product in FUNNELKING
  • FUNNELKING
    Create member in FUNNELKING
  • FUNNELKING
    Delete member in FUNNELKING
  • FUNNELKING
    Create member group in FUNNELKING
  • FUNNELKING
    Update member group in FUNNELKING
  • FUNNELKING
    Delete member group in FUNNELKING
  • 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 FUNNELKING + PerfexCRM Integration

Capture leads, create customers, generate invoices, update contact details, and manage orders, all in just one click.

Most popular automationsmost-popular-automations
FUNNELKING + PerfexCRM Integration

Create PerfexCRM contact from new FUNNELKING order

As an online store owner, you're likely using FUNNELKING 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 FUNNELKING 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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FUNNELKING + PerfexCRM Integration

Create PerfexCRM contact for new FUNNELKING form submission

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

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

Create PerfexCRM contact for new FUNNELKING 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 FUNNELKING 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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  • 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 FUNNELKING + PerfexCRM flow

Send payment data to Stripe, sync customer lists with Mailchimp, and notify your team on Slack. Pick a combination and activate it in one click.

FUNNELKING
PerfexCRM
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
F
P
S
Create a PerfexCRM customer and a Stripe customer when an order is created in FUNNELKING
Every FUNNELKING order automatically creates a matching customer record in PerfexCRM and sets up a new customer profile in Stripe.
F
P
S
Create a PerfexCRM invoice and a Stripe charge when an order is created in FUNNELKING
Generate an invoice in PerfexCRM and process a charge in Stripe instantly whenever a new FUNNELKING order comes in.
F
P
S
Create a PerfexCRM product and a Stripe product when a product is created in FUNNELKING
Keep your catalog synchronized by creating products in PerfexCRM and Stripe automatically from FUNNELKING.
F
P
S
Create a PerfexCRM customer and a Stripe subscription when an order is created in FUNNELKING
Set up recurring billing in Stripe and register the client in PerfexCRM the moment a FUNNELKING order is placed.

Supported triggers and actions for FUNNELKING and PerfexCRM

Mix and match to build the exact automation you need

FUNNELKING
FUNNELKING Triggers & Actions
Instant
Contact is created or updated in FUNNELKING
Triggers the automation when a contact is created or updated
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Instant
Order is updated in FUNNELKING
Triggers the automation when any order is updated
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Instant
Order is created in FUNNELKING
Triggers the automation when a new order is created
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Instant
Form response is created in FUNNELKING
Triggers the automation when a form is filled
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Instant
Product is created in FUNNELKING
Triggers the automation when a new product is created
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Instant
Product is updated in FUNNELKING
Triggers the automation when a product is updated
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Instant
Booking is created in FUNNELKING
Triggers the automation when a new booking is created
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Create contact in FUNNELKING
Adds a new contact to the database
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Search contact in FUNNELKING
Finds and retrieves contact information
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Create product in FUNNELKING
Generates and launch new products
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Delete contact in FUNNELKING
Removes a contact from the address book
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Update contact in FUNNELKING
Updates contact information with new details
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Update product in FUNNELKING
Updates product information
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Search product in FUNNELKING
Searches for a product
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Create member in FUNNELKING
Adds a new member to the system
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Delete member in FUNNELKING
Removes a member from the system
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Create member group in FUNNELKING
Creates a new group of members
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Update member group in FUNNELKING
Updates the particular member group
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Delete member group in FUNNELKING
Deletes a member group
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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 FUNNELKING + PerfexCRM?

Streamline your funnel management by automatically syncing contacts, orders, products, and bookings straight into your CRM system.

What you can automate?
🔄
Sync new contacts into CRM customers
Automatically create a new customer record in PerfexCRM whenever a contact is created or updated in FUNNELKING, eliminating duplicate manual data entry.
📝
Capture every submitted form response
Turn every form response in FUNNELKING into a qualified lead or customer profile inside PerfexCRM instantly.
🔔
Notify your team immediately
Alert your sales or support staff as soon as a high-value order or booking is registered in FUNNELKING.
🔀
Route records based on submitted data
Send leads to different PerfexCRM pipelines or assign tasks according to specific criteria submitted in your FUNNELKING forms.
📊
Keep customer records up to date
Automatically update existing customer profiles in PerfexCRM when contact information or product choices change in FUNNELKING.
🔍
Search and prevent duplicate entries
Verify existing records before creating new customers or contacts in PerfexCRM to maintain a clean database.
💳
Manage orders and invoices seamlessly
Generate invoices and customer accounts in PerfexCRM the moment a new order is completed in FUNNELKING.
🌐
Extend workflows to Slack or Google Sheets
Connect your FUNNELKING and PerfexCRM flow with Slack to notify team channels or Google Sheets for backup logging.
And much more...

Who is FUNNELKING + PerfexCRM integration for?

Business owners, sales teams, and agency freelancers managing client funnels and CRM records benefit by eliminating manual data entry across systems.

Sales managers
Sales managers
Support leads
Support leads
Agency account managers
Agency account managers
E-commerce founders
E-commerce founders
Funnel builders
Funnel builders
Operations coordinators
Operations coordinators
📈
Sales managers
You're running funnel campaigns but your CRM customer records only update when someone manually exports data, so the lead counts you're reviewing are always outdated — automating both apps means every new contact lands in PerfexCRM instantly and your pipeline stays accurate.
Support leads
New client bookings arrive in your funnel builder while your support team waits for notification, leading to delayed response times — connecting these apps means every booking generates a PerfexCRM task immediately and your team acts on time.
🤝
Agency account managers
Clients expect to see project progress and new client accounts created as soon as they submit onboarding forms, but manual entry causes bottlenecks — this integration means every form response generates a PerfexCRM customer record right away.
🛒
E-commerce founders
Order volume is growing fast and your staff cannot keep up with hand-typing buyer details into PerfexCRM, resulting in missing customer histories — automating both apps means every FUNNELKING order creates an invoice and customer in PerfexCRM without delay.
🎯
Funnel builders
You design high-converting sales funnels but depend on manual handoffs to pass contact data to the sales team, causing leads to go cold — connecting these apps means every form submission flows directly into PerfexCRM for instant follow-up.
📋
Operations coordinators
You need a reliable customer history in your CRM but keep finding gaps caused by missed manual data entry from website orders — automating both apps means every transaction and customer is logged accurately in PerfexCRM.
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 FUNNELKING + PerfexCRM

Build and manage your FUNNELKING + 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 FUNNELKING + PerfexCRM 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect FUNNELKING to PerfexCRM?
Frequently Asked Questions
You can connect FUNNELKING to PerfexCRM using 1-click ready workflows on Integrately or ask Integrately AI to build the automation for you. It takes just minutes alongside apps like Slack, Google Sheets, and Mailchimp.
Can I automatically create PerfexCRM customers from FUNNELKING orders?
Frequently Asked Questions
Can I connect FUNNELKING, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FUNNELKING and PerfexCRM?
Frequently Asked Questions
How does FUNNELKING handle contact synchronization here?
Frequently Asked Questions
How does PerfexCRM receive data from FUNNELKING?
Frequently Asked Questions
Do I need coding skills to automate FUNNELKING and PerfexCRM?
Frequently Asked Questions
Is the FUNNELKING and PerfexCRM 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 FUNNELKING or PerfexCRM With 1500+ Other Apps

FUNNELKING
Popular FUNNELKING Integrations
Connect FUNNELKING to marketing, analytics, and page-building tools to capture traffic and convert visitors.
PerfexCRM
Popular PerfexCRM Integrations
Sync PerfexCRM with invoicing, support, and communication tools to manage client workflows efficiently.
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PerfexCRM Integrations arrow right
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