PerfexCRM + Manychat Integration

Integrate Manychat to PerfexCRM in one click, or tell Integrately AI how you want each lead handled. Create leads and contacts, add tasks and invoices, update customer records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Manychat
    External request is created in Manychat Instant
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
  • Manychat
    Search subscriber by email or phone in Manychat
  • Manychat
    Create subscriber in Manychat
  • Manychat
    Add tag to user in Manychat
  • Manychat
    Search subscriber by name in Manychat
  • Manychat
    Update subscriber in Manychat
  • Manychat
    Remove tag from user in Manychat
  • Manychat
    Send text message to user in Manychat
  • Manychat
    Send content to user in Manychat
  • Manychat
    Set custom fields in Manychat

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Ready Workflows Ready Workflows for Manychat + PerfexCRM Integration

Create leads from external requests, generate customer records, open tasks, create invoices, and set custom fields, all in just one click.

Most popular automationsmost-popular-automations
Manychat + PerfexCRM Integration

Create PerfexCRM contact for new ManyChat external request

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

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

Route captured leads into spreadsheets, send instant messages, add subscribers to email lists, and log payments. Pick a combination and activate it in one click.

PerfexCRM
Manychat
+
Facebook Lead AdsFacebook Lead Ads (4)
+
WhatsAppWhatsApp (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
TrelloTrello (4)
F
M
P
When a new lead arrives in Facebook Lead Ads, create a subscriber in Manychat and create a lead in PerfexCRM.
Every Facebook Lead Ads lead creates a Manychat subscriber and a PerfexCRM lead instantly, removing manual data entry.
F
M
P
When a new lead is created in Facebook Lead Ads, create a subscriber in Manychat and add a task in PerfexCRM.
New Facebook Lead Ads leads trigger a Manychat subscriber creation and open a follow-up task in PerfexCRM.
F
M
P
If a Facebook Lead Ads lead selects enterprise tier, create a subscriber in Manychat and add a high-priority customer in PerfexCRM.
Enterprise leads from Facebook Lead Ads automatically create priority subscribers in Manychat and high-tier customers in PerfexCRM.
F
C
M
P
Use ChatGPT to analyse every new Facebook Lead Ads lead, create a subscriber in Manychat, and create a lead in PerfexCRM.
ChatGPT evaluates Facebook Lead Ads submissions before creating a Manychat subscriber and a PerfexCRM lead.

Supported triggers and actions for PerfexCRM and Manychat

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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Manychat
Manychat Triggers & Actions
Instant
External request is created in Manychat
Triggers the automation when a new interaction with an external service is initiated
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Search subscriber by email or phone in Manychat
Find subscribers using email or phone number
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Create subscriber in Manychat
Adds new users to the subscription list
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Add tag to user in Manychat
Assigns a tag to a user based on particular criteria
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Search subscriber by name in Manychat
Searches for a user by name
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Update subscriber in Manychat
Updates subscriber information
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Remove tag from user in Manychat
Untag a user's profile
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Send text message to user in Manychat
Sends a reply
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Send content to user in Manychat
Sends content to a user
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Set custom fields in Manychat
Sets custom fields
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What can you automate with Manychat + PerfexCRM?

Streamline your lead capture, customer onboarding, and task management by connecting Manychat and PerfexCRM workflows.

What you can automate?
🔗
Create PerfexCRM leads from Manychat requests
Turn every external request in Manychat into a new lead or customer in PerfexCRM automatically. Eliminate manual data entry and ensure every prospect enters your sales pipeline without delay.
📝
Map every custom field and subscriber detail
Capture complete form submissions and custom fields from Manychat instead of just names and emails. Populate PerfexCRM contact records with rich data for better segmentation.
🔔
Alert team members instantly on new requests
Notify your sales or support staff the moment a new Manychat subscriber is created or updated. Ensure swift internal handoffs and faster customer response times.
🔀
Route leads based on submitted tags or criteria
Conditional logic directs VIP subscribers to senior sales reps in PerfexCRM while standard inquiries create general support tickets. Automate your precise routing rules effortlessly.
🔄
Keep PerfexCRM customer records synchronised
Update existing customer records and custom fields in PerfexCRM whenever subscriber details change in Manychat. Maintain clean, reliable databases across both platforms.
🛡️
Search and update existing records cleanly
Check for existing subscribers by email or phone before creating new records in PerfexCRM. Prevent duplicate entries and keep customer timelines consolidated.
💳
Manage billing events and invoice updates
Trigger automated actions in PerfexCRM when payments succeed or fail, updating invoices and support tickets without manual intervention.
🌐
Extend workflows to Google Sheets and spreadsheets
Send Manychat subscriber data into PerfexCRM while simultaneously logging rows in Google Sheets for backup reporting and multi-team visibility.
And much more...

Who is Manychat + PerfexCRM integration for?

Business owners, sales managers, and customer support teams using Manychat and PerfexCRM streamline lead capture and client management without manual copy-pasting.

Sales Directors
Sales Directors
Support Team Leads
Support Team Leads
Account Managers
Account Managers
Marketing Operations Specialists
Marketing Operations Specialists
Sales Representatives
Sales Representatives
CRM Administrators
CRM Administrators
📊
Sales Directors
You're reviewing messenger conversion metrics in Manychat but your PerfexCRM pipeline only updates when someone manually logs records, so the revenue forecasts you're presenting to stakeholders are always a few hours behind — with this integration, every new subscriber creates a lead instantly and your reporting data stays current.
Support Team Leads
You manage customer inquiries arriving through Manychat but your support reps only find out about urgent requests after checking the CRM hours later, so response times slip — with this integration, every incoming request creates a support ticket instantly and your team can act without delay.
📈
Account Managers
You handle client communication in Manychat but external stakeholders keep asking for project updates because customer records in PerfexCRM are not updated in real time — with this integration, every new interaction creates tasks and projects automatically so your client records are always up to date.
🚀
Marketing Operations Specialists
You run high-volume messaging campaigns in Manychat but your team cannot keep up with manually copying subscriber details into PerfexCRM, resulting in missed leads — with this integration, every external request creates a lead and updates customer records automatically across your entire database.
👥
Sales Representatives
You rely on marketing qualifiers to pass over Manychat prospect details before you can start outreach in PerfexCRM, causing frustrating bottlenecks — with this integration, every subscriber creates a lead and opens follow-up tasks instantly so you can begin outreach right away.
🗂️
CRM Administrators
You audit customer histories in PerfexCRM but find missing touchpoints because chat interactions in Manychat are logged manually by busy staff — with this integration, every interaction is recorded accurately and your customer history database remains complete and reliable.
Our team

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Why choose Integrately to automate PerfexCRM + Manychat

Build and manage your PerfexCRM + Manychat 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 + Manychat 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 Manychat to PerfexCRM?
Frequently Asked Questions
Connecting Manychat to PerfexCRM is fast and straightforward with Integrately. You can use ready-made templates or ask Integrately AI to set up your workflow in one click. Additional tools like Google Sheets or Slack can also be integrated easily.
Can I automatically create PerfexCRM leads from Manychat requests?
Frequently Asked Questions
Can I connect Manychat, PerfexCRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Manychat and PerfexCRM?
Frequently Asked Questions
How does Manychat handle subscriber data during integration?
Frequently Asked Questions
How does PerfexCRM manage customer and lead records?
Frequently Asked Questions
Do I need coding skills to automate Manychat and PerfexCRM?
Frequently Asked Questions
Is the Manychat and PerfexCRM integration free?
Frequently Asked Questions
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You Can Also Connect Manychat or PerfexCRM With 1500+ Other Apps

Manychat
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PerfexCRM
Popular PerfexCRM Integrations
Sync PerfexCRM with accounting, invoicing, and project management tools to keep financial and client operations connected.
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