PerfexCRM + ThriveCart Integration

Integrate PerfexCRM to ThriveCart in one click, or tell Integrately AI how you want each order handled. Track new purchases, create customers in your CRM, update invoices, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ThriveCart
    Product is purchased in ThriveCart Instant
  • ThriveCart
    Upsell is purchased in ThriveCart Instant
  • ThriveCart
    Recurring payment for subscription is cancelled in ThriveCart Instant
  • ThriveCart
    Bump is purchased in ThriveCart Instant
  • ThriveCart
    Downsell is purchased in ThriveCart Instant
  • ThriveCart
    Rebill payment is made in ThriveCart Instant
  • ThriveCart
    Affiliate is approved for a product in ThriveCart Instant
  • ThriveCart
    Affiliate is rejected from a product in ThriveCart Instant
  • ThriveCart
    Cart is abandoned in ThriveCart Instant
  • ThriveCart
    Purchase is refunded in ThriveCart Instant
  • ThriveCart
    Recurring payment is failed in ThriveCart Instant
  • ThriveCart
    Recurring payments for subscription is completed in ThriveCart Instant
  • ThriveCart
    Card is declined in ThriveCart Instant
  • ThriveCart
    Affiliate commission is earned in ThriveCart Instant
  • ThriveCart
    Affiliate commission is paid in ThriveCart Instant
  • ThriveCart
    Affiliate commission is clawed back in ThriveCart Instant
  • ThriveCart
    Subscription is paused in ThriveCart Instant
  • ThriveCart
    Subscription is resumed in ThriveCart Instant
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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
  • ThriveCart
    Create student in ThriveCart
  • ThriveCart
    Search customer by email in ThriveCart
  • ThriveCart
    Cancel subscription in ThriveCart

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Ready Workflows Ready Workflows for PerfexCRM + ThriveCart Integration

Create customers for new purchases, log invoices, update tasks, and notify your team, all in just one click.

Most popular automationmost-popular-automations
ThriveCart + PerfexCRM Integration

Create PerfexCRM contact from new ThriveCart purchase

As an online store owner, you're likely using ThriveCart to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate ThriveCart with PerfexCRM? This integration will allow you to automatically create a contact for each new purchase in PerfexCRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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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 PerfexCRM + ThriveCart flow

Send purchase data to billing platforms, messaging tools, email lists, and spreadsheets to keep your entire business connected. Pick a combination and activate it in one click.

PerfexCRM
ThriveCart
+
StripeStripe (3)
+
SlackSlack (3)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
ZoomZoom (3)
+
ActiveCampaignActiveCampaign (3)
T
P
S
Create a PerfexCRM customer for every product purchased in ThriveCart, and create a matching customer in Stripe.
New ThriveCart purchases immediately create a customer profile in PerfexCRM and a billing record in Stripe, removing manual data entry.
T
P
S
If a ThriveCart recurring payment fails, update the customer in PerfexCRM and record the failed charge in Stripe.
Failed recurring payments in ThriveCart trigger immediate status updates in PerfexCRM and Stripe so your team can act.
T
P
S
Use Claude to analyse ThriveCart purchase feedback, create a PerfexCRM task, and record the payment in Stripe.
Claude analyses purchase details from ThriveCart before creating a follow-up task in PerfexCRM and updating Stripe.

Supported triggers and actions for PerfexCRM and ThriveCart

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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ThriveCart
ThriveCart Triggers & Actions
Instant
Product is purchased in ThriveCart
Triggers the automation when a product is purchased
Try it โ†’
Instant
Upsell is purchased in ThriveCart
Triggers the automation when a user purchases an Upsell product
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Instant
Recurring payment for subscription is cancelled in ThriveCart
Triggers the automation when a recurring payment for a subscription is cancelled
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Instant
Bump is purchased in ThriveCart
Triggers the automation when a bump is purchased
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Instant
Downsell is purchased in ThriveCart
Triggers the automation when a customer purchases a lower-priced alternative
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Instant
Rebill payment is made in ThriveCart
Triggers the automation when a rebill payment is made
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Instant
Affiliate is approved for a product in ThriveCart
Triggers the automation when a product is approved for affiliate marketing
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Instant
Affiliate is rejected from a product in ThriveCart
Triggers the automation when an affiliate is rejected from a product
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Instant
Cart is abandoned in ThriveCart
Triggers the automation when a user abandons their cart
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Instant
Purchase is refunded in ThriveCart
Triggers the automation when any purchase is refunded
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Instant
Recurring payment is failed in ThriveCart
Triggers the automation when a recurring payment fails
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Instant
Recurring payments for subscription is completed in ThriveCart
Triggers the automation when recurring payments for a subscription are completed
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Instant
Card is declined in ThriveCart
Triggers the automation when a card is archived
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Instant
Affiliate commission is earned in ThriveCart
Triggers the automation when affiliate commission is earned
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Instant
Affiliate commission is paid in ThriveCart
Triggers the automation when affiliate commission is paid
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Instant
Affiliate commission is clawed back in ThriveCart
Triggers the automation when affiliate commission is withdrawn
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Instant
Subscription is paused in ThriveCart
Triggers the automation when a subscription is paused
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Instant
Subscription is resumed in ThriveCart
Triggers the automation when a subscription is resumed
Try it โ†’
Create student in ThriveCart
Try it โ†’
Search customer by email in ThriveCart
Searches for a customer by their email address
Try it โ†’
Cancel subscription in ThriveCart
Stop recurring payments and deactivate account access
Try it โ†’

What can you automate with PerfexCRM + ThriveCart?

Sync your e-commerce store with your CRM to streamline customer creation, task assignment, and payment tracking.

What you can automate?
๐Ÿงพ
Create PerfexCRM customers from ThriveCart purchases automatically
Turn every product purchase in ThriveCart into a complete customer profile in PerfexCRM without manual data entry. Your CRM stays instantly updated with accurate buyer details.
๐Ÿ“
Capture every submitted checkout field in PerfexCRM
Map custom checkout fields and order notes from ThriveCart directly into PerfexCRM customer records. Ensure your team captures all relevant buyer information from day one.
๐Ÿ””
Alert your team instantly when new orders arrive
Trigger immediate notifications for your sales or support team whenever a new customer purchases through ThriveCart. Keep everyone informed of incoming revenue in real time.
๐Ÿ”€
Route orders based on purchase tier or amount
Set up conditional workflows that assign high-value ThriveCart purchases to senior account managers in PerfexCRM. Direct standard orders to automated onboarding sequences.
๐Ÿ”„
Keep customer details synchronized as changes occur
Automatically update PerfexCRM records whenever customer details or subscription statuses change in ThriveCart. Maintain accurate profiles across your entire software stack.
๐Ÿ”
Search and update existing customer records
Prevent duplicate entries by searching for existing customer profiles in PerfexCRM before creating new records for returning ThriveCart buyers.
๐Ÿ’ณ
Handle subscription cancellations and refunds automatically
Manage subscription pauses, cancellations, and refunds from ThriveCart by updating customer statuses and creating support tasks in PerfexCRM.
๐Ÿ“Š
Extend your sales workflow to Google Sheets
Connect ThriveCart and PerfexCRM with Google Sheets to log every transaction and customer record in a centralized spreadsheet for team review.
And much more...

Who is PerfexCRM + ThriveCart integration for?

Connecting PerfexCRM and ThriveCart helps growing businesses eliminate manual data entry, keep customer records synchronized, and streamline order management across teams.

Operations managers
Operations managers
Sales team leads
Sales team leads
Client account directors
Client account directors
E-commerce store owners
E-commerce store owners
Customer success specialists
Customer success specialists
Finance administrators
Finance administrators
๐Ÿ“ˆ
Operations managers
You're tracking daily sales reports in your CRM while orders accumulate in your store, but your records are always a few hours behind โ€” this integration means every new order populates your PerfexCRM customer base instantly and your pipeline stays current.
โšก
Sales team leads
You need to follow up on high-value checkouts immediately, but manual handoffs leave leads waiting too long โ€” automating both apps means every ThriveCart purchase creates a PerfexCRM customer instantly so your team can engage buyers without delay.
๐Ÿ“Š
Client account directors
You answer to stakeholders who want real-time visibility into new client acquisitions, but manual exports create constant reporting gaps โ€” connecting these apps means every new purchase updates your PerfexCRM records automatically and keeps reports accurate.
๐Ÿ”„
E-commerce store owners
The volume of daily checkouts is too high for anyone to keep up by hand, leading to missed customer records and broken follow-ups โ€” this integration means every ThriveCart transaction generates a PerfexCRM customer profile without manual intervention.
๐Ÿค
Customer success specialists
You own onboarding and depend on sales teams to hand over new client details from checkout systems, but information often gets lost โ€” automating both apps means every purchase creates a PerfexCRM customer task instantly so onboarding starts on time.
๐Ÿ“
Finance administrators
You need a reliable history of all subscription payments and customer accounts, but manual bookkeeping leaves missing entries in your records โ€” this integration means every transaction updates your PerfexCRM invoices and customer files accurately.
Our team

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Why choose Integrately to automate PerfexCRM + ThriveCart

Build and manage your PerfexCRM + ThriveCart 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 + ThriveCart 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 โ€” 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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Automation is ready
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Frequently Asked Questions

How do I connect PerfexCRM to ThriveCart?
Frequently Asked Questions
Connecting PerfexCRM to ThriveCart takes just one click with Integrately. You can select from ready-made templates or use Integrately AI to set up custom workflows linking PerfexCRM, ThriveCart, and tools like Stripe or Slack.
Can I automatically create customers in PerfexCRM when a product is purchased in ThriveCart?
Frequently Asked Questions
Can I connect PerfexCRM, ThriveCart, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for PerfexCRM and ThriveCart?
Frequently Asked Questions
How are customer details transferred from ThriveCart to PerfexCRM?
Frequently Asked Questions
Can I handle subscription cancellations and refunds between ThriveCart and PerfexCRM?
Frequently Asked Questions
Do I need coding skills to automate PerfexCRM and ThriveCart?
Frequently Asked Questions
Is the PerfexCRM and ThriveCart integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or ThriveCart With 1500+ Other Apps

PerfexCRM
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ThriveCart
Popular ThriveCart Integrations
Sync ThriveCart with email marketing, analytics, and customer support tools to grow your online store revenue.