PerfexCRM + MemberPress Integration

Integrate MemberPress to PerfexCRM in one click, or tell Integrately AI how you want each customer handled. Track membership transactions, create PerfexCRM customers and invoices, assign tasks, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • MemberPress
    Member is added in MemberPress Instant
  • MemberPress
    Member account info is updated in MemberPress Instant
  • MemberPress
    Subscription is created in MemberPress Instant
  • MemberPress
    Subscription is expired in MemberPress Instant
  • MemberPress
    Subscription is stopped in MemberPress Instant
  • MemberPress
    Subscription is downgraded to non-recurring in MemberPress Instant
  • MemberPress
    Subscription is resumed in MemberPress Instant
  • MemberPress
    Subscription is paused in MemberPress Instant
  • MemberPress
    Subscription is downgraded to recurring in MemberPress Instant
  • MemberPress
    Subscription is upgraded in MemberPress Instant
  • MemberPress
    Subscription is downgraded in MemberPress Instant
  • MemberPress
    Subscription is upgraded to non-recurring in MemberPress Instant
  • MemberPress
    Subscription is upgraded to recurring in MemberPress Instant
  • MemberPress
    Reminder before subscription is expired in MemberPress Instant
  • MemberPress
    Reminder after subscription is expired in MemberPress Instant
  • MemberPress
    Reminder before subscription is due for renewal in MemberPress Instant
  • MemberPress
    Member signup is completed in MemberPress Instant
  • MemberPress
    Member is logged in in MemberPress Instant
  • MemberPress
    Member is deleted in MemberPress Instant
  • MemberPress
    Member signup is abandoned in MemberPress Instant
  • MemberPress
    Member is registered in MemberPress Instant
  • MemberPress
    Transaction is completed in MemberPress Instant
  • MemberPress
    Transaction is expired in MemberPress Instant
  • MemberPress
    Recurring transaction is completed in MemberPress Instant
  • MemberPress
    Transaction is refunded in MemberPress Instant
  • MemberPress
    Transaction is failed in MemberPress Instant
  • MemberPress
    Recurring transaction is failed in MemberPress Instant
  • MemberPress
    Recurring transaction is expired in MemberPress Instant
  • MemberPress
    Renewal transaction is completed in MemberPress Instant
  • MemberPress
    Non-recurring transaction is completed in MemberPress Instant
  • MemberPress
    Non-recurring transaction is expired in MemberPress Instant
  • MemberPress
    Sub account is added in MemberPress Instant
  • MemberPress
    Reminder after credit card is expired in MemberPress Instant
  • MemberPress
    Reminder before credit card is expired in MemberPress Instant
  • MemberPress
    Sub account is removed in MemberPress Instant
  • MemberPress
    Offline payment is pending in MemberPress Instant
  • MemberPress
    Offline payment is completed in MemberPress Instant
  • MemberPress
    Offline payment is refunded in MemberPress 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
  • MemberPress
    Create member in MemberPress
  • MemberPress
    Update member in MemberPress
  • MemberPress
    Create subscription in MemberPress
  • MemberPress
    Update subscription in MemberPress
  • MemberPress
    Delete subscription in MemberPress
  • MemberPress
    Create transaction in MemberPress
  • MemberPress
    Update transaction in MemberPress
  • MemberPress
    Search member in MemberPress
  • MemberPress
    Create membership in MemberPress
  • MemberPress
    Create rule in MemberPress
  • MemberPress
    Update membership in MemberPress
  • MemberPress
    Create coupon in MemberPress
  • MemberPress
    Update coupon in MemberPress
  • MemberPress
    Update rule in MemberPress
  • MemberPress
    Search subscriptions by member Id in MemberPress
  • MemberPress
    Delete member in MemberPress

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Ready Workflows Ready Workflows for MemberPress + PerfexCRM Integration

Capture membership transactions, create PerfexCRM customers, generate invoices, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
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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 MemberPress + PerfexCRM flow

Send instant team alerts, sync marketing lists, and log financial records across your favorite tools once your core automation runs. Pick a combination and activate it in one click.

PerfexCRM
MemberPress
+
SlackSlack (8)
+
MailchimpMailchimp (8)
+
StripeStripe (8)
+
Google SheetsGoogle Sheets (8)
+
ZoomZoom (8)
+
TrelloTrello (8)
M
P
S
When a transaction is completed in MemberPress, create a customer in PerfexCRM and send channel message in Slack to the billing channel.
Completed MemberPress transactions instantly create PerfexCRM customers while notifying your billing team in Slack.
M
P
S
When a subscription is created in MemberPress, create a lead in PerfexCRM and notify your sales team in Slack.
New membership subscriptions automatically generate PerfexCRM leads and alert your sales channel in Slack.
M
P
S
When a transaction is failed in MemberPress, update customer in PerfexCRM and alert your finance channel in Slack.
Failed MemberPress transactions update customer records in PerfexCRM and ping your finance team on Slack.
M
P
S
When a member is deleted in MemberPress, update customer in PerfexCRM and post the removal in Slack.
Member deletions in MemberPress update PerfexCRM customer profiles and notify your team in Slack.
M
P
S
When a subscription is upgraded in MemberPress, create a high-priority task in PerfexCRM and notify management in Slack.
Subscription upgrades in MemberPress trigger high-priority PerfexCRM tasks and manager alerts in Slack.
M
P
S
When a subscription is expired in MemberPress, update customer in PerfexCRM and alert your support channel in Slack.
Expired MemberPress subscriptions update customer records in PerfexCRM and notify your support team on Slack.
M
P
S
Use Claude to analyze MemberPress registration feedback, create a lead in PerfexCRM, and post a brief in Slack.
Claude analyzes MemberPress signup notes, generates a PerfexCRM lead, and posts a summary in Slack.
M
P
T
S
When a transaction is completed in MemberPress, create a customer in PerfexCRM, create a card in Trello, and notify your team in Slack.
Completed MemberPress transactions trigger PerfexCRM customers, Trello task cards, and team Slack notifications.

Supported triggers and actions for PerfexCRM and MemberPress

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
Try it →
MemberPress
MemberPress Triggers & Actions
Instant
Member is added in MemberPress
Triggers the automation when a new member is added
Try it →
Instant
Member account info is updated in MemberPress
Triggers the automation when the account information of a member is updated
Try it →
Instant
Subscription is created in MemberPress
Triggers the automation when a new subscription is created
Try it →
Instant
Subscription is expired in MemberPress
Triggers the automation when a subscription is expired
Try it →
Instant
Subscription is stopped in MemberPress
Triggers the automation when a subscription is stopped
Try it →
Instant
Subscription is downgraded to non-recurring in MemberPress
Triggers the automation when a subscription is downgraded to non-recurring
Try it →
Instant
Subscription is resumed in MemberPress
Triggers the automation when a subscription is resumed
Try it →
Instant
Subscription is paused in MemberPress
Triggers the automation when a subscription is paused
Try it →
Instant
Subscription is downgraded to recurring in MemberPress
Triggers the automation when a subscription is downgraded to recurring
Try it →
Instant
Subscription is upgraded in MemberPress
Triggers the automation when a subscription is updated
Try it →
Instant
Subscription is downgraded in MemberPress
Triggers the automation when a subscription is downgraded
Try it →
Instant
Subscription is upgraded to non-recurring in MemberPress
Triggers the automation when a subscription is upgraded to non-recurring
Try it →
Instant
Subscription is upgraded to recurring in MemberPress
Triggers the automation when a subscription is upgraded to recurring
Try it →
Instant
Reminder before subscription is expired in MemberPress
Triggers the automation when a reminder is sent before a subscription expires
Try it →
Instant
Reminder after subscription is expired in MemberPress
Triggers the automation when a reminder is sent after a subscription expires
Try it →
Instant
Reminder before subscription is due for renewal in MemberPress
Triggers the automation when a reminder is sent before a subscription is due for renewal
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Instant
Member signup is completed in MemberPress
Triggers the automation when a member completes the signup process
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Instant
Member is logged in in MemberPress
Triggers the automation when a member logs in
Try it →
Instant
Member is deleted in MemberPress
Triggers the automation when any member is removed from the system
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Instant
Member signup is abandoned in MemberPress
Triggers the automation when a member does not complete the signup process
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Instant
Member is registered in MemberPress
Triggers the automation when a new member is registered
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Instant
Transaction is completed in MemberPress
Triggers the automation when a transaction is successfully completed
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Instant
Transaction is expired in MemberPress
Triggers the automation when a transaction expires
Try it →
Instant
Recurring transaction is completed in MemberPress
Triggers the automation when a recurring transaction is completed
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Instant
Transaction is refunded in MemberPress
Triggers the automation when a transaction is refunded
Try it →
Instant
Transaction is failed in MemberPress
Triggers the automation when a transaction fails
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Instant
Recurring transaction is failed in MemberPress
Triggers the automation when a recurring transaction fails
Try it →
Instant
Recurring transaction is expired in MemberPress
Triggers the automation when a recurring transaction expires
Try it →
Instant
Renewal transaction is completed in MemberPress
Triggers the automation when a renewal transaction is completed
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Instant
Non-recurring transaction is completed in MemberPress
Triggers the automation when a non-recurring transaction is completed
Try it →
Instant
Non-recurring transaction is expired in MemberPress
Triggers the automation when a non-recurring transaction expires
Try it →
Instant
Sub account is added in MemberPress
Triggers the automation when a new sub-account is created
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Instant
Reminder after credit card is expired in MemberPress
Triggers the automation when a reminder is sent after a credit card expires
Try it →
Instant
Reminder before credit card is expired in MemberPress
Triggers the automation when a reminder is sent before a credit card expires
Try it →
Instant
Sub account is removed in MemberPress
Triggers the automation when a sub-account is removed
Try it →
Instant
Offline payment is pending in MemberPress
Triggers the automation when a payment remains due in offline mode
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Instant
Offline payment is completed in MemberPress
Triggers the automation when a payment is successfully processed in offline mode
Try it →
Instant
Offline payment is refunded in MemberPress
Triggers the automation when a paymentmade in offline mode is refunded
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Create member in MemberPress
Adds a new member to the system
Try it →
Update member in MemberPress
Updates a member's information
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Create subscription in MemberPress
Enrolls users in a subscription service
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Update subscription in MemberPress
Updates the subscription details
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Delete subscription in MemberPress
Cancel a user's subscription
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Create transaction in MemberPress
Creates a new transaction
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Update transaction in MemberPress
Updates transaction details
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Search member in MemberPress
Searches for a member with
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Create membership in MemberPress
Generates and establish new membership accounts for users
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Create rule in MemberPress
Generates a preset rule based on particular criteria
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Update membership in MemberPress
Updates membership details for all users
Try it →
Create coupon in MemberPress
Generates a discount code for a new promotional offer
Try it →
Update coupon in MemberPress
Updates coupon information
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Update rule in MemberPress
Modify existing rules based on changes
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Search subscriptions by member Id in MemberPress
Searches for subscriptions by member id
Try it →
Delete member in MemberPress
Removes a member from the system
Try it →

What can you automate with MemberPress + PerfexCRM?

Streamline your membership management and client operations with automated workflows designed for every stage of the customer lifecycle.

What you can automate?
Create a PerfexCRM customer from every completed MemberPress transaction
Instantly generate client profiles in PerfexCRM the moment a payment clears in MemberPress, removing manual data entry entirely.
📝
Capture every submitted field from membership forms
Map all custom registration fields and custom user metadata from MemberPress directly into PerfexCRM customer profiles and custom fields.
🔔
Send instant notifications when new subscriptions begin
Alert your team immediately via communication channels whenever a new member subscribes or completes a transaction in MemberPress.
🔀
Route records based on membership tiers and subscription types
Apply different conditional logic depending on whether a member joins a basic tier or an enterprise membership level.
🔄
Keep customer profiles updated when member information changes
Synchronize profile updates, email changes, and account modifications automatically between MemberPress and PerfexCRM.
🔍
Search existing records before creating new customers
Check your PerfexCRM database for existing contacts before creating new customer entries to prevent duplicate profiles.
⚠️
Update customer statuses when subscriptions expire or fail
Automatically flag accounts in PerfexCRM when MemberPress subscriptions expire, lapse, or encounter failed payments.
💬
Extend your workflow to Slack for real-time team visibility
Connect Slack to your core integration so your entire team receives instant updates whenever membership events occur.
And much more...

Who is MemberPress + PerfexCRM integration for?

Connecting MemberPress and PerfexCRM eliminates manual data entry between your membership site and client management platform, keeping records synchronized for every team.

Performance marketers
Performance marketers
Sales teams
Sales teams
Account managers
Account managers
Customer success leads
Customer success leads
Finance specialists
Finance specialists
Operations directors
Operations directors
📈
Performance marketers
You're running membership campaigns and driving signups, but your tracking tools only update when you manually export member data, so your conversion counts are always hours behind — this integration means every new MemberPress registration lands in PerfexCRM instantly and your data stays current.
💼
Sales teams
You need to follow up on new member signups immediately, but you find out about paid transactions too late because subscription records sit unmanaged in WordPress — automating both apps means every completed MemberPress transaction creates a PerfexCRM lead instantly so you can close faster.
📊
Account managers
You answer to clients who want to see active member counts and onboarding progress, but pulling reports manually takes hours every week — integrating these apps means subscription updates flow straight into PerfexCRM so your client dashboards are always up to date.
🏢
Customer success leads
The volume of new member registrations is too high for your team to keep up with by hand, leading to delayed welcomes and onboarding gaps — automating both apps means every new MemberPress member is logged in PerfexCRM automatically with zero manual effort.
💰
Finance specialists
You own payment reconciliation and depend on sales teams to hand over transaction details, but records frequently slip through the cracks — this integration means every MemberPress transaction and invoice syncs directly to PerfexCRM without missing a step.
📋
Operations directors
You need a reliable customer history across your membership site and CRM, but manual data entry leaves gaps in your records — automating both apps means every MemberPress member and subscription update creates a complete audit trail 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 PerfexCRM + MemberPress

Build and manage your PerfexCRM + MemberPress 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 + MemberPress 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 MemberPress to PerfexCRM?
Frequently Asked Questions
You can connect MemberPress to PerfexCRM instantly using 1-click workflows on Integrately or ask Integrately AI to build the automation. Integrations can also connect with Slack, Mailchimp, and Stripe to handle billing and team alerts automatically.
Can I automatically create a PerfexCRM customer when a MemberPress transaction completes?
Frequently Asked Questions
Can I connect MemberPress, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for MemberPress and PerfexCRM?
Frequently Asked Questions
How does MemberPress handle subscription expiration data in this integration?
Frequently Asked Questions
How does PerfexCRM manage customer records created from MemberPress signups?
Frequently Asked Questions
Do I need coding skills to set up MemberPress and PerfexCRM automation?
Frequently Asked Questions
Is the MemberPress 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?

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