PerfexCRM + Rise Integration
Integrate PerfexCRM to Rise in one click, or tell Integrately AI how you want each user handled. Track course completions, create customer accounts, update task records, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Course Completed in Rise Instant- Course Submitted in Rise Instant
- User created in Rise Instant
- Enrollment created in Rise Instant
2.
Create lead in PerfexCRM- Search lead in PerfexCRM
- Create customer in PerfexCRM
- Create ticket in PerfexCRM
- Search customer in PerfexCRM
- Update customer in PerfexCRM
- Create task in PerfexCRM
- Create contact in PerfexCRM
- Create invoice in PerfexCRM
- Search invoice in PerfexCRM
- Update task in PerfexCRM
- Search task in PerfexCRM
- Create project in PerfexCRM
- Search project in PerfexCRM
- Add staff in PerfexCRM
- Search ticket in PerfexCRM
- Create invitation in Rise
- Search User in Rise
- Search Invitation in Rise
Trusted by experts at...
Ready Workflows for PerfexCRM + Rise Integration
Create customer accounts, sync course progress, update tasks, and alert your team, 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 PerfexCRM + Rise flow
Send course updates to your team channels, log billing details, and create follow-up tasks once your core automation runs. Pick a combination and activate it in one click.
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Slack (6)
Slack (6) +
Gmail (5)
Gmail (5) +
Stripe (4)
Stripe (4) +
Trello (4)
Trello (4) +
Google Drive (4)
Google Drive (4) +
Zoom (4)
Zoom (4) R
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When a new user is created in Rise, create a customer in PerfexCRM and notify your team on Slack
New Rise users appear in PerfexCRM instantly as customers and your team hears about it on Slack, so nobody misses a registration.
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When a course is completed in Rise, create a task in PerfexCRM and alert your support channel in Slack
Course completions trigger follow-up tasks in PerfexCRM and notify your support channel on Slack right away.
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When a course is submitted in Rise, create an invoice in PerfexCRM and post the update in Slack
Course submissions generate invoices in PerfexCRM and post an alert in Slack so your finance team stays informed.
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When an enrollment is created in Rise, create a project in PerfexCRM and notify your project channel in Slack
New enrollments generate projects in PerfexCRM and notify your project channel in Slack for immediate kickoff.
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Use Claude to evaluate course completion notes from Rise, create a task in PerfexCRM, and alert your team in Slack
Claude assesses completion notes from Rise, creates a task in PerfexCRM, and posts a brief in Slack.
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When a course is completed in Rise, create a customer in PerfexCRM, create a follow-up task, and announce it in Slack
Completed courses create customer records in PerfexCRM, schedule follow-up tasks, and announce the milestone in Slack.
Supported triggers and actions for PerfexCRM and Rise
Mix and match to build the exact automation you need
PerfexCRM Triggers & Actions
Rise Triggers & Actions
Instant
Course Submitted in Rise
Triggers the automation when a course is successfully submitted by owner
Try it → What can you automate with PerfexCRM + Rise?
Connect PerfexCRM and Rise to handle user registrations, course milestones, task creation, and billing synchronization automatically.
🔄
Sync new users to customer records
Turn every new user created in Rise into a fully populated customer profile inside PerfexCRM automatically, removing manual data entry.
📋
Capture every submitted training field
Map all available course submission answers into your PerfexCRM tasks and invoices instead of just basic contact names and emails.
🔔
Alert your team on key milestones
Notify staff members the moment a participant completes a course or submits an assignment so follow-up happens immediately.
🔀
Route records based on course data
Create different tasks or support tickets in PerfexCRM depending on the specific course completed or submitted in Rise.
🔄
Keep CRM records up to date
Update existing customer accounts and task statuses in PerfexCRM whenever participant details change in Rise.
🔍
Search and update instead of duplicates
Check whether a customer already exists in PerfexCRM before creating a new profile from a Rise enrollment event.
🧾
Automate billing upon course events
Generate invoices in PerfexCRM automatically whenever a participant completes enrollment or finishes a mandatory training module.
⚡
Extend your workflow to team apps
Connect your PerfexCRM and Rise data flow with Slack, Gmail, or Stripe to handle notifications and billing in one step.
And much more...
Who is PerfexCRM + Rise integration for?
Operations managers, instructors, and finance teams connect PerfexCRM and Rise to eliminate manual data entry and keep participant records synchronized.
Operations Managers
Customer Success Leads
Client Services Directors
Administrative Staff
Billing Specialists
Compliance Officers
📈
Operations Managers
You track training cohort progress in PerfexCRM but training completion records only update when someone manually exports data from Rise, so your completion metrics are always hours behind — with this integration, every user creation lands in your CRM instantly and your data stays current.
⚡
Customer Success Leads
You need to follow up with participants the moment they finish a module, but you find out about course completions too late to reach out while engagement is high — with this integration, every course completion triggers a follow-up task instantly so your team acts right away.
📋
Client Services Directors
You answer to corporate clients who want to see live reports on employee training progress, but compiling data across systems wastes hours of your week — with this integration, every enrollment and submission updates your CRM records automatically.
🔄
Administrative Staff
The volume of new course registrations is too high for anyone to keep up by hand, leading to missed customer profiles and billing delays — with this integration, every user and course event updates your accounts and invoices without manual data entry.
🤝
Billing Specialists
You depend on instructors to hand over completion lists before you can generate invoices in PerfexCRM, causing constant billing bottlenecks — with this integration, every course submission triggers invoice creation automatically.
🗂️
Compliance Officers
You need a reliable audit history of every training participant and keep finding gaps where manual records were missed — with this integration, every course event and enrollment is logged securely in your CRM.
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 + Rise
Build and manage your PerfexCRM + Rise automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect PerfexCRM + Rise 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?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect PerfexCRM + Rise Now 
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Frequently Asked Questions
How do I connect PerfexCRM to Rise?
You can connect PerfexCRM to Rise in 1-click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your CRM and learning platform with Slack, Gmail, or Stripe.
Can I automatically create a PerfexCRM customer when a user is created in Rise?
Can I connect PerfexCRM, Rise, and Slack?
What is a good Zapier alternative for PerfexCRM and Rise?
How does PerfexCRM handle data received from Rise integrations?
How does Rise trigger automation events in PerfexCRM?
Do I need coding skills to automate PerfexCRM and Rise?
Is the PerfexCRM and Rise integration free?
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