PerfexCRM + LearnDash Integration

Integrate LearnDash to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Track course enrollments, create leads in your CRM, alert your team, and trigger follow-up tasks automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • LearnDash
    User is enrolled into a course in LearnDash Instant
  • LearnDash
    Course is completed in LearnDash Instant
  • LearnDash
    Quiz is completed in LearnDash Instant
  • LearnDash
    Lesson is completed in LearnDash Instant
  • LearnDash
    Quiz is passed in LearnDash Instant
  • LearnDash
    Topic is completed in LearnDash Instant
  • LearnDash
    Essay is submitted in LearnDash Instant
  • LearnDash
    Quiz is failed in LearnDash Instant
  • LearnDash
    Course is created in LearnDash
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
  • LearnDash
    Search course in LearnDash
  • LearnDash
    Search user in group in LearnDash
  • LearnDash
    Enroll user to a course in LearnDash
  • LearnDash
    Unroll user from course in LearnDash
  • LearnDash
    Add user to a group in LearnDash
  • LearnDash
    Search user in LearnDash
  • LearnDash
    Remove user from group in LearnDash

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Ready WorkflowsReady Workflows   for PerfexCRM + LearnDash Integration

Enroll users, create leads, update customer records, log tasks, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your LearnDash + PerfexCRM flow

Capture student data, notify your support team, and sync records across your entire business stack. Pick a combination and activate it in one click.

PerfexCRM
LearnDash
+
WordPressWordPress (4)
+
StripeStripe (4)
+
WooCommerceWooCommerce (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
L
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Add every new LearnDash course enrollment as a lead in PerfexCRM and create a user account in WordPress
New course enrollments automatically create PerfexCRM leads and WordPress user accounts the moment a student signs up. No manual data entry, no missed accounts.
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When a LearnDash course is completed, create a customer in PerfexCRM and publish a completion post in WordPress
Course completions trigger new PerfexCRM customer profiles and publish celebratory WordPress posts instantly.
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If a LearnDash quiz is passed, update the customer in PerfexCRM and update the user role in WordPress
Passed quizzes update customer records in PerfexCRM and adjust user permissions in WordPress automatically.
L
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Use ChatGPT to summarise LearnDash quiz essays, create a task in PerfexCRM, and log the summary as a WordPress post
Quiz essays are summarised by ChatGPT, turned into PerfexCRM tasks, and published to WordPress automatically.

Supported triggers and actions for PerfexCRM and LearnDash

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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LearnDash
LearnDash Triggers & Actions
Instant
User is enrolled into a course in LearnDash
Triggers the automation when a user is enrolled in a particular course
Try it →
Instant
Course is completed in LearnDash
Triggers the automation when a user completes the particular course
Try it →
Instant
Quiz is completed in LearnDash
Triggers the automation when a quiz is completed
Try it →
Instant
Lesson is completed in LearnDash
Triggers the automation when a lesson is completed by the user
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Instant
Quiz is passed in LearnDash
Triggers the automation when a quiz is passed
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Instant
Topic is completed in LearnDash
Triggers the automation when any topic is successfully completed
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Instant
Essay is submitted in LearnDash
Triggers the automation when any essay is submitted
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Instant
Quiz is failed in LearnDash
Triggers the automation when a quiz is failed
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Course is created in LearnDash
Triggers the automation when a new course is created
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Search course in LearnDash
Try it →
Search user in group in LearnDash
Searches for a user in a group
Try it →
Enroll user to a course in LearnDash
Adds user to a course
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Unroll user from course in LearnDash
Unenrolls a user from a course
Try it →
Add user to a group in LearnDash
Adds a user to a group
Try it →
Search user in LearnDash
Searches for a user
Try it →
Remove user from group in LearnDash
Removes a user from a group
Try it →

What can you automate with LearnDash + PerfexCRM?

Streamline your educational administration by connecting course milestones directly to your customer relationship management workflows.

What you can automate?
🎯
Sync course enrollments to CRM leads
Automatically create a new lead in PerfexCRM the moment a user is enrolled into a course in LearnDash, eliminating manual data entry.
📋
Capture every submitted quiz answer
Map detailed quiz scores and essay submissions into PerfexCRM tasks and tickets instead of just basic completion flags.
🔔
Alert your team instantly on student progress
Notify instructors and sales reps the second a student completes a course or passes an important exam.
🔀
Route records based on course type
Apply conditional logic to create different lead tiers or assign specific tasks in PerfexCRM depending on the enrolled course.
🔄
Keep customer profiles up to date
Automatically update customer records in PerfexCRM whenever student milestones or lesson statuses change in LearnDash.
🔍
Search and update instead of duplicating
Check if a customer already exists in PerfexCRM before creating new records, preventing duplicate entries in your database.
⚠️
Handle failed quizzes and support needs
Trigger automated support tickets in PerfexCRM the moment a student fails a quiz, ensuring timely academic intervention.
💬
Extend your workflow to team chat
Connect LearnDash and PerfexCRM with Slack to post instant celebration updates or task alerts directly to your team channels.
And much more...

Who is LearnDash + PerfexCRM integration for?

Course creators, educators, and CRM managers eliminate manual data entry, keep student records perfectly synchronised, and automate follow-up workflows effortlessly.

Operations Directors
Operations Directors
Customer Support Leads
Customer Support Leads
Client Success Managers
Client Success Managers
Academy Administrators
Academy Administrators
Sales Representatives
Sales Representatives
Compliance Officers
Compliance Officers
📈
Operations Directors
You're reviewing course enrollment numbers but your CRM reports only update when someone manually exports student data, so the conversion metrics you're optimising against are always a few hours behind — with this integration, every new enrollment creates a CRM lead instantly and your data stays current.
Customer Support Leads
You need to act fast when students struggle with coursework, but you find out about failed quizzes too late through delayed batch exports — automating both apps means every failed quiz generates a support ticket instantly and your team can intervene without delay.
🤝
Client Success Managers
You answer to corporate clients who want to see employee course progress, but assembling manual status reports takes hours every week — connecting these apps means course completions update customer records automatically and your stakeholders see accurate progress in real time.
🔄
Academy Administrators
The volume of new student registrations is too high for anyone to keep up by hand, leading to missed CRM entries and unassigned accounts — this integration means every course signup triggers immediate lead creation and your database never misses a student.
👥
Sales Representatives
You own the upsell step and depend on instructors to hand over completed student profiles, but manual handoffs frequently fall through the cracks — automating both apps means finished courses update customer profiles instantly so you can pitch advanced modules right away.
🗂️
Compliance Officers
You need a reliable audit history of all student certifications, but manual record-keeping keeps leaving gaps in your compliance logs — with this integration, every quiz pass and course completion updates your CRM history accurately with zero missing records.
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 + LearnDash

Build and manage your PerfexCRM + LearnDash 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 + LearnDash 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
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 LearnDash to PerfexCRM?
Frequently Asked Questions
You can connect LearnDash to PerfexCRM in 1 click using ready templates on Integrately or ask Integrately AI to build the automation. It takes seconds to link your accounts and start syncing course enrollments to your CRM.
Can I automatically create PerfexCRM leads when students enroll in LearnDash?
Frequently Asked Questions
Can I connect LearnDash, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for LearnDash and PerfexCRM?
Frequently Asked Questions
How does LearnDash handle course completion data in this integration?
Frequently Asked Questions
Can PerfexCRM update records when quizzes are passed in LearnDash?
Frequently Asked Questions
Do I need coding skills to connect LearnDash and PerfexCRM?
Frequently Asked Questions
Is the LearnDash 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?
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Want to automate something else in your workflow?

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