

PerfexCRM + Lusha Integration
Integrate Lusha to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Lookup contact details, enrich your records, create leads in PerfexCRM, and trigger follow-ups automatically.
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Ready Workflows for PerfexCRM + Lusha Integration
Lookup contact details, create leads, update customer records, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Lusha + PerfexCRM flow
Teams often want to notify their sales channel, log activities in spreadsheets, and schedule follow-ups once contact lookups and CRM updates are complete. Pick a combination and activate it in one click.


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Gmail (4)
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Slack (4)
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Calendly (4)
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Stripe (4)
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Google Sheets (4)
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Asana (4)
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When a new email arrives in Gmail, lookup contact details in Lusha and create a lead in PerfexCRM.
New email inquiries trigger a Lusha contact lookup and automatically create a lead in PerfexCRM without manual data entry.
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When a contact replies in Gmail, lookup contact details in Lusha and update customer records in PerfexCRM.
Email replies update PerfexCRM customer records with enriched Lusha data instantly.
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If a Gmail message contains urgent keywords, lookup contact in Lusha and create a high-priority ticket in PerfexCRM.
Urgent customer emails instantly generate enriched support tickets in PerfexCRM.
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Use Claude to summarise customer inquiries from Gmail, lookup the sender in Lusha, and create a detailed task in PerfexCRM.
AI-summarised email briefs combined with Lusha contact lookups populate PerfexCRM tasks automatically.
Supported triggers and actions for PerfexCRM and Lusha
Mix and match to build the exact automation you need

PerfexCRM Triggers & Actions

Lusha Triggers & Actions
What can you automate with Lusha + PerfexCRM?
Streamline your contact enrichment and CRM management with automated workflows that eliminate manual data entry.
🔍
Lookup contacts and create CRM leads
Instantly enrich contact details using Lusha and create new leads or customer records in PerfexCRM without touching a spreadsheet.
📋
Capture every submitted contact field
Map all available contact numbers, email addresses, and company details into separate PerfexCRM fields for comprehensive prospect profiles.
🔔
Notify your team instantly
Alert your sales channel or account managers the moment a new contact is enriched and logged in PerfexCRM.
🔀
Route records based on custom criteria
Perform different actions or assign specific priorities in PerfexCRM depending on the tier or details retrieved from Lusha.
🔄
Keep customer profiles up to date
Automatically update existing PerfexCRM customer records whenever new contact data or status changes are identified.
🛡️
Search before creating duplicates
Check existing records in PerfexCRM before adding new entries to prevent duplicate customer profiles in your database.
💳
Handle payment and billing events
Create invoices or update customer account statuses in PerfexCRM whenever billing milestones or payment events occur.
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Extend your workflow to Slack
Connect Lusha and PerfexCRM with Slack to automatically announce new leads and keep your team informed in real time.
And much more...
Who is Lusha + PerfexCRM integration for?
Sales teams, account managers, and business owners who need to enrich contact details and update customer records without manual data entry.
Sales directors
Account executives
Client success managers
Sales operations specialists
Project coordinators
Finance administrators
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Sales directors
You're reviewing pipeline reports across multiple campaigns but your customer records only update when someone manually exports leads, so the conversion counts you're analyzing are always outdated — automating both apps means every contact lookup lands in your CRM instantly and your data stays current.
⚡
Account executives
You need to act fast on new prospect inquiries, but finding and entering contact details by hand slows down your initial outreach — connecting these apps means contact lookups and lead generation happen simultaneously so you can engage prospects immediately.
🤝
Client success managers
You answer to clients who want to see prompt onboarding updates, but logging client milestones manually leads to reporting delays — this integration means every project task and customer record updates automatically without administrative overhead.
🔄
Sales operations specialists
The volume of inbound prospect data is too high for anyone to keep up by hand, resulting in incomplete records across your pipeline — automating both apps means every contact detail gets enriched and logged without manual intervention.
🎯
Project coordinators
You own the client onboarding phase and depend on upstream handoffs to get started, but manual data transfers cause frustrating delays — with this integration, customer creation and task setup happen instantly the moment a deal closes.
📋
Finance administrators
You need a reliable history of all client transactions and invoices, but manual entry keeps leaving gaps in your records — connecting these apps means every payment and billing record syncs accurately into your database.

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 + Lusha
Build and manage your PerfexCRM + Lusha automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect PerfexCRM + Lusha with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Lusha to PerfexCRM?
You can connect Lusha to PerfexCRM instantly using 1-click ready workflows on Integrately or by asking Integrately AI to build your custom automation. Simply select your preferred template combining Gmail, Slack, or Google Sheets, connect your accounts, and activate your flow in minutes.
Can I automatically lookup contact details and create leads in PerfexCRM?
Can I connect Lusha, PerfexCRM, and Slack?
What is a good Zapier alternative for Lusha and PerfexCRM?
How does Lusha handle contact lookups within these automations?
How does PerfexCRM receive data from Lusha lookups?
Do I need coding skills to automate Lusha and PerfexCRM?
Is the Lusha and PerfexCRM integration free?
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.
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