PerfexCRM + Instamojo Integration

Integrate Instamojo to PerfexCRM in one click, or tell Integrately AI how you want each payment handled. Record transactions, create customers, log invoices, and notify your team automatically.

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1.
  • Instamojo
    Payment is added in Instamojo
  • Instamojo
    Payment request is added in Instamojo
  • Instamojo
    Refund is issued in Instamojo
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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

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Ready Workflows Ready Workflows for Instamojo + PerfexCRM Integration

Capture payments, create customers and leads, log invoices, and update records, all in just one click.

Most popular automationmost-popular-automations
Instamojo + PerfexCRM Integration

Create PerfexCRM contact from new Instamojo payment

If you've been using Instamojo to power your online payments, you'll be happy to know that integration with PerfexCRM will make it even easier for you to keep track of your payments and contact.

With this integration, when a payment is added in Instamojo, a contact will automatically be created in PerfexCRM. This makes it easy to keep track of your payments and contact data all in one place.

So if you're already using Instamojo and PerfexCRM, be sure to check it out!
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Connect more apps to your Instamojo + PerfexCRM flow

Connect finance, messaging, and support tools to route payment data, alert your team, and keep records synced. Pick a combination and activate it in one click.

PerfexCRM
Instamojo
+
GmailGmail (3)
+
RazorpayRazorpay (3)
+
SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google SheetsGoogle Sheets (3)
+
WhatsAppWhatsApp (3)
I
P
G
Add every new Instamojo payment to PerfexCRM as a customer, and notify your finance team via Gmail.
New Instamojo payments instantly generate customer records in PerfexCRM and send an email alert via Gmail.
I
P
G
When an Instamojo payment request is added, create a lead in PerfexCRM and email the sales team in Gmail.
Payment requests in Instamojo create PerfexCRM leads and notify sales through Gmail.
I
P
G
When a refund is issued in Instamojo, search the customer in PerfexCRM and send an update via Gmail.
Refund events in Instamojo locate customers in PerfexCRM and email status reports through Gmail.

Supported triggers and actions for PerfexCRM and Instamojo

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
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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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Instamojo
Instamojo Triggers & Actions
Payment is added in Instamojo
Triggers the automation when a new payment is added
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Payment request is added in Instamojo
Triggers the automation when a payment request is created
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Refund is issued in Instamojo
Triggers the automation when a refund is issued
Try it →
No action is available

What can you automate with Instamojo + PerfexCRM?

Streamline your revenue workflows by connecting Instamojo payment events directly to PerfexCRM operations.

What you can automate?
đŸ’ŗ
Create PerfexCRM customers from Instamojo payments
Automatically generate a new customer record in PerfexCRM the moment a payment is added in Instamojo. Eliminate manual copy-pasting and ensure every transaction is accounted for.
📋
Capture every submitted payment request field
Map all available details from an Instamojo payment request into PerfexCRM lead fields. Your CRM receives complete transaction data for better tracking.
🔔
Alert your team instantly on payment events
Notify sales or finance channels the second a payment or payment request is received. Keep your team aligned and ready to deliver services.
🔀
Route records based on payment criteria
Create different customer tiers or assign specific tags in PerfexCRM depending on the transaction amount or category submitted in Instamojo.
🔄
Keep customer profiles continuously updated
Automatically update existing PerfexCRM customer records whenever subsequent payments or account updates occur in Instamojo.
🔍
Search and update instead of creating duplicates
Check if a customer already exists in PerfexCRM before processing incoming Instamojo transactions, maintaining a clean and deduplicated database.
↩ī¸
Manage refund events and status changes
Instantly update customer account statuses in PerfexCRM whenever a refund is issued in Instamojo, ensuring financial accuracy.
🌐
Extend your workflow to messaging apps
Send automated confirmation messages or team notifications through connected platforms like Slack or WhatsApp following every Instamojo transaction.
And much more...

Who is Instamojo + PerfexCRM integration for?

Business owners, finance managers, and sales teams use this integration to automate customer creation, track payments, and eliminate manual data entry across platforms.

Finance directors and analysts
Finance directors and analysts
Sales managers and representatives
Sales managers and representatives
Client account managers
Client account managers
High-volume e-commerce operators
High-volume e-commerce operators
Project coordinators
Project coordinators
Billing and compliance administrators
Billing and compliance administrators
📈
Finance directors and analysts
You rely on accurate transaction reports to forecast revenue, but manual payment exports leave your dashboards outdated and full of gaps — this integration means every payment is logged instantly and your financial records stay current.
⚡
Sales managers and representatives
You need to initiate client onboarding the moment a purchase happens, but delayed lead notifications cause slow response times — connecting these apps means new buyers are registered immediately so your team can act fast.
🤝
Client account managers
You answer to stakeholders who want verified proof of client onboarding and active accounts, but missing data creates embarrassing review meetings — this integration means every customer profile is updated without manual tracking.
📊
High-volume e-commerce operators
Your storefront processes hundreds of daily transactions that overwhelm administrative staff attempting manual CRM updates — automating both apps means customer creation handles peak volumes effortlessly without human error.
🔧
Project coordinators
You depend on upstream payment confirmation before scheduling project tasks, but waiting for manual handoffs stalls project kickoff — automating both apps means project creation triggers the second funds clear.
📑
Billing and compliance administrators
You need a flawless audit trail linking every gateway transaction to its corresponding customer profile, but manual logging leads to discrepancies — this integration means every payment matches its CRM record reliably.
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Why choose Integrately to automate PerfexCRM + Instamojo

Build and manage your PerfexCRM + Instamojo 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 + Instamojo 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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2
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Frequently Asked Questions

How do I connect Instamojo to PerfexCRM?
Frequently Asked Questions
You can connect Instamojo to PerfexCRM in 1 click using ready-made templates or ask Integrately AI to build your workflow. It links payment events with tools like Gmail, Slack, and Google Sheets instantly.
Can I automatically create customers in PerfexCRM when payments are added in Instamojo?
Frequently Asked Questions
Can I connect Instamojo, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Instamojo and PerfexCRM?
Frequently Asked Questions
How does Instamojo data sync with PerfexCRM?
Frequently Asked Questions
Can I update existing PerfexCRM customer profiles from Instamojo transactions?
Frequently Asked Questions
Do I need coding skills to automate Instamojo and PerfexCRM?
Frequently Asked Questions
Is the Instamojo and PerfexCRM integration free?
Frequently Asked Questions
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