PerfexCRM + Userback Integration

Q: Can I automatically create a PerfexCRM lead when feedback is collected in Userback?

Yes, you can turn every user submission into a lead automatically. Start with a ready automation on Integrately or use Integrately AI to customise field mappings between Userback and PerfexCRM.

Q: Can I connect PerfexCRM, Userback, and Slack?

Yes, all three apps work together seamlessly in a multi-step automation. When feedback is collected in Userback, it creates a lead in PerfexCRM and notifies your sales channel on Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for PerfexCRM and Userback?

Integrately is a great alternative for connecting PerfexCRM and Userback, offering 1-click ready automations, 20 million+ templates, and 24/5 live support at a 3x to 10x lower cost.

Q: How does PerfexCRM handle incoming data from Userback?

You can create leads, tickets, and tasks in PerfexCRM using feedback data. There is a ready template available — start from the PerfexCRM and Userback integration.

Q: Can Userback trigger updates across multiple PerfexCRM modules?

Yes, feedback items can trigger customer creation, ticket logging, and task assignments in PerfexCRM. Start with a ready automation on Integrately.

Q: Do I need coding skills to automate PerfexCRM and Userback?

No coding skills are required to connect PerfexCRM and Userback. You can use ready templates or ask Integrately AI to build the automation for you.

Q: Is the PerfexCRM and Userback integration free?

Yes, you can start connecting PerfexCRM and Userback for free on Integrately with access to ready workflows and live support.

Integrate PerfexCRM to Userback in one click, or tell Integrately AI how you want each feedback handled. Turn feedback submissions into leads, open support tickets, create tasks, and alert your team automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Feedback is collected in Userback Instant

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

Trusted by experts at...

Ready Workflows for PerfexCRM + Userback Integration

Capture feedback, create leads, open tickets, log tasks, and alert your team, all in just one click.

Create PerfexCRM contact for new Userback feedback

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

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

Activate

Create PerfexCRM customer for new Userback feedback

Userback + PerfexCRM Integration

Activate

When Feedback is collected in Userback > Check any condition > Add staff in PerfexCRM

Userback + PerfexCRM Integration

Activate

When Feedback is collected in Userback > Check any condition > Create lead in PerfexCRM

Userback + PerfexCRM Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your PerfexCRM + Userback flow

Send feedback details to messaging, storage, and project tools to keep your teams aligned. Pick a combination and activate it in one click.

Jira Software Cloud (4)

Slack (4)

Trello (4)

Google Drive (4)

Gmail (4)

Stripe (4)

Create a PerfexCRM lead from every Userback feedback item, and open a corresponding issue in Jira Software Cloud.

New Userback feedback turns into a PerfexCRM lead and a Jira Software Cloud issue instantly, so your sales and engineering teams see the request without manual copying.

When Userback collects new feedback, create a PerfexCRM ticket and log a bug report in Jira Software Cloud.

Userback feedback becomes a PerfexCRM ticket and a Jira Software Cloud bug report automatically, keeping support and product teams in sync.

If Userback feedback indicates a critical bug, create a PerfexCRM task and open a high-priority issue in Jira Software Cloud.

Critical feedback triggers an urgent PerfexCRM task and a priority Jira Software Cloud issue, ensuring engineering acts fast on blocking problems.

Use Claude to analyse Userback feedback, create a PerfexCRM customer record, and open a tracked task in Jira Software Cloud.

AI analyses incoming Userback feedback to structure customer data in PerfexCRM and create a corresponding Jira Software Cloud task.

Create a PerfexCRM lead from every Userback submission, and notify your sales channel in Slack.

New Userback submissions land in PerfexCRM as leads while your sales channel gets instant notifications in Slack.

Open a PerfexCRM ticket for every new Userback response, and alert your support team on Slack.

Userback feedback creates a new PerfexCRM support ticket instantly, and your support channel hears about it in Slack.

If Userback feedback contains billing questions, create a PerfexCRM invoice task and notify your finance channel in Slack.

Billing-related feedback creates a targeted PerfexCRM task while alerting your finance team directly in Slack.

Use Gemini to categorise Userback feedback, create a PerfexCRM project task, and post the summary in Slack.

Gemini categorises incoming Userback feedback before creating a PerfexCRM project task and announcing it in Slack.

Create a PerfexCRM customer from every Userback submission, and add a tracking card in Trello.

New Userback submissions create a PerfexCRM customer record and add a tracking card to your Trello board automatically.

When feedback is collected in Userback, create a PerfexCRM task and add a review card to your Trello board.

Userback feedback generates a PerfexCRM task and a new Trello review card instantly, keeping project boards current.

If Userback feedback is tagged as feature request, create a PerfexCRM project and add a backlog card in Trello.

Feature requests from Userback create a PerfexCRM project record and populate your Trello product backlog board.

Use ChatGPT to parse Userback feedback, create a PerfexCRM ticket, and add a structured card in Trello.

ChatGPT parses Userback feedback into structured fields to create a PerfexCRM ticket and a Trello task card.

Create a PerfexCRM lead from Userback feedback attachments, and upload the files to Google Drive.

Userback feedback attachments are saved in Google Drive while a new lead is created in PerfexCRM automatically.

When feedback is collected in Userback, create a PerfexCRM project and save the feedback report in Google Drive.

Userback feedback creates a PerfexCRM project record and saves an organised report document in Google Drive.

If Userback feedback contains large attachments, create a PerfexCRM ticket and save the media archive in Google Drive.

Large media attachments from Userback create a PerfexCRM ticket and get stored securely in Google Drive folders.

Use Claude to summarise Userback feedback documents, create a PerfexCRM task, and save the brief in Google Drive.

Claude summarises Userback feedback submissions, creates a PerfexCRM task, and saves the formatted brief in Google Drive.

Create a PerfexCRM lead from Userback feedback, and send a confirmation email to the user via Gmail.

New Userback feedback creates a PerfexCRM lead while sending an automated confirmation email through Gmail.

When feedback is collected in Userback, open a PerfexCRM support ticket and send a status update via Gmail.

Userback feedback opens a PerfexCRM support ticket and emails the customer a status confirmation via Gmail.

If Userback feedback is urgent, create a PerfexCRM priority task and send an escalation email via Gmail.

Urgent Userback feedback generates a priority PerfexCRM task and sends an escalation email notification through Gmail.

Use ChatGPT to draft a personalised response to Userback feedback, create a PerfexCRM customer, and send the email via Gmail.

ChatGPT drafts a personalised reply to Userback feedback, creates a PerfexCRM customer, and sends the email via Gmail.

Create a PerfexCRM customer from Userback feedback, and look up their billing profile in Stripe.

Userback feedback creates a PerfexCRM customer record and retrieves their billing details from Stripe automatically.

When feedback is collected in Userback, create a PerfexCRM invoice task and verify customer status in Stripe.

Userback feedback generates a PerfexCRM invoice task while verifying the customer subscription status in Stripe.

If Userback feedback comes from an active Stripe subscriber, create a priority PerfexCRM support ticket.

Feedback from active Stripe subscribers automatically generates a high-priority support ticket in PerfexCRM.

Use Gemini to analyse Userback feedback from premium Stripe users, create a PerfexCRM project, and log details.

Gemini analyses feedback from premium Stripe customers to create a structured PerfexCRM project record.

Supported triggers and actions for PerfexCRM and Userback

Mix and match to build the exact automation you need

PerfexCRM Triggers & Actions

Create lead in PerfexCRM

Generates new leads for potential customers

Try it →

Search lead in PerfexCRM

Retrieves information for a particular lead

Try it →

Create customer in PerfexCRM

Adds a new customer to the database

Try it →

Create ticket in PerfexCRM

Generates a new ticket

Try it →

Search customer in PerfexCRM

Locates and retrieves customer information

Try it →

Update customer in PerfexCRM

Updates a customer's information

Try it →

Create task in PerfexCRM

Creates a new task

Try it →

Create contact in PerfexCRM

Adds a new contact to the database

Try it →

Create invoice in PerfexCRM

Generates invoices for sales transactions

Try it →

Search invoice in PerfexCRM

Locates and retrieves invoices with

Try it →

Update task in PerfexCRM

Updates the task with new information or changes

Try it →

Search task in PerfexCRM

Searches for a task

Try it →

Create project in PerfexCRM

Creates a new project

Try it →

Search project in PerfexCRM

Searches for a project

Try it →

Add staff in PerfexCRM

Assigns new employees to the appropriate team or department

Try it →

Search ticket in PerfexCRM

Searches for a ticket

Try it →

Userback Triggers & Actions

Instant

Feedback is collected in Userback

Triggers the automation when a particular action in the workflow fails

Try it →

What can you automate with PerfexCRM + Userback?

Turn incoming feedback into structured records and automated workflows across your business tools.

Get Started For Free

🔄

Convert feedback into CRM leads instantly

Create a new lead in PerfexCRM automatically the moment feedback is collected in Userback. Eliminate manual copy-pasting and ensure no client request is ever overlooked.

📝

Capture every submitted feedback field

Map all available Userback feedback responses into separate PerfexCRM fields instead of just names and emails. Your CRM records become a richer source for review.

🔔

Alert your team as soon as it happens

Send instant notifications to your support or sales channels whenever new feedback arrives, ensuring the right team member picks up the task immediately.

🔀

Route feedback based on submitted content

Evaluate incoming Userback feedback to route bug reports into Jira and sales inquiries into PerfexCRM pipelines automatically based on form selections.

🔄

Keep PerfexCRM customer records updated

Search for existing customer profiles in PerfexCRM whenever new feedback is submitted and update their contact details or interaction history seamlessly.

🔍

Prevent duplicate records with smart lookups

Search existing PerfexCRM contacts before creating new entries, ensuring your database remains clean and free from duplicate customer profiles.

⏱️

Handle support ticket status changes

Update ticket stages in PerfexCRM when follow-up actions occur, keeping customer histories accurate across your entire support lifecycle.

🔌

Extend your workflow to team messaging apps

Trigger automated alerts in Slack or notifications in Gmail immediately after feedback is processed into PerfexCRM, keeping all departments aligned.

And much more...

Who is PerfexCRM + Userback integration for?

Product managers, support teams, and customer success leaders using PerfexCRM and Userback eliminate manual handoffs to keep client feedback moving into active work items.

Product Managers

Support Leads

Account Managers

Customer Success Teams

Project Managers

Operations Leads

📈

Product Managers

You're reviewing feedback trends in Userback but your PerfexCRM records only update when someone manually copies data across, so the request counts you're tracking against are always a few hours behind — this integration means every new feedback submission lands in your CRM instantly and your data stays current.

⚡

Support Leads

You manage client requests in PerfexCRM but discover critical user bugs reported in Userback too late, leaving customers waiting for initial responses — automating both apps means every feedback item opens a ticket immediately and your support team can act fast.

🤝

Account Managers

You report on project progress to clients who submit feedback through Userback, but reconciling notes with PerfexCRM takes hours of manual administration — connecting these apps means client submissions become structured CRM entries without manual copying.

📊

Customer Success Teams

You handle high volumes of client communications where feedback entries pile up faster than anyone can log them into PerfexCRM by hand — with this integration, every piece of user feedback creates a tracked task or lead automatically.

🛠️

Project Managers

You depend on upstream feedback submissions to schedule client deliverables in PerfexCRM, but missing handoffs stall your weekly sprints — automating both apps means every user response transitions smoothly into an active task.

📁

Operations Leads

You need a reliable audit history of all client feedback linked directly to customer accounts, but manual logging leaves frustrating gaps in PerfexCRM — integrating these apps means every submission is recorded accurately every time.

Try This Integration – No Code Needed

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 + Userback

Build and manage your PerfexCRM + Userback automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect PerfexCRM + Userback 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?

Select Automation

Connect Accounts

That’s it! You just connected Google Sheets to Trello

Automation is ready

Connect PerfexCRM + Userback Now

In Just 1 Click!

Price Comparison with Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

ProductHunt

Most upvoted product of the month

▲ 2000+

Connect PerfexCRM + Userback Now

In Just 1 Click!

Frequently Asked Questions

How do I connect PerfexCRM to Userback?

You can connect PerfexCRM to Userback instantly using ready workflows on Integrately. Choose a template, connect your accounts, and activate your automation in one click. You can also use Integrately AI to build custom flows with Slack, Google Drive, and other tools.

Can I automatically create a PerfexCRM lead when feedback is collected in Userback?

Can I connect PerfexCRM, Userback, and Slack?

What is a good Zapier alternative for PerfexCRM and Userback?

How does PerfexCRM handle incoming data from Userback?

Can Userback trigger updates across multiple PerfexCRM modules?

Do I need coding skills to automate PerfexCRM and Userback?

Is the PerfexCRM and Userback 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.

Want to automate something else in your workflow?

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

Popular PerfexCRM Integrations

Connect PerfexCRM with invoicing, payment, and support tools to manage client workflows and communications.

See All
PerfexCRM Integrations

No popular apps found

Popular Userback Integrations

Connect Userback with design, communication, and issue tracking tools to streamline feedback management.

See All
Userback Integrations

No popular apps found

PerfexCRM + Userback Integration

Integrate PerfexCRM to Userback in one click, or tell Integrately AI how you want each feedback handled. Turn feedback submissions into leads, open support tickets, create tasks, and alert your team automatically.

Trusted by experts at...

Ready Workflows for PerfexCRM + Userback Integration

Capture feedback, create leads, open tickets, log tasks, and alert your team, all in just one click.

Create PerfexCRM contact for new Userback feedback

Create PerfexCRM customer for new Userback feedback

When Feedback is collected in Userback > Check any condition > Add staff in PerfexCRM

When Feedback is collected in Userback > Check any condition > Create lead in PerfexCRM

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your PerfexCRM + Userback flow

Send feedback details to messaging, storage, and project tools to keep your teams aligned. Pick a combination and activate it in one click.

Supported triggers and actions for PerfexCRM and Userback

Mix and match to build the exact automation you need

What can you automate with PerfexCRM + Userback?

Turn incoming feedback into structured records and automated workflows across your business tools.

Who is PerfexCRM + Userback integration for?

Product managers, support teams, and customer success leaders using PerfexCRM and Userback eliminate manual handoffs to keep client feedback moving into active work items.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate PerfexCRM + Userback

Build and manage your PerfexCRM + Userback automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

PerfexCRM + Userback Integration

Integrate PerfexCRM to Userback in one click, or tell Integrately AI how you want each feedback handled. Turn feedback submissions into leads, open support tickets, create tasks, and alert your team automatically.

Trusted by experts at...

Ready Workflows for PerfexCRM + Userback Integration

Capture feedback, create leads, open tickets, log tasks, and alert your team, all in just one click.

Create PerfexCRM contact for new Userback feedback

Create PerfexCRM customer for new Userback feedback

When Feedback is collected in Userback > Check any condition > Add staff in PerfexCRM

When Feedback is collected in Userback > Check any condition > Create lead in PerfexCRM

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your PerfexCRM + Userback flow

Send feedback details to messaging, storage, and project tools to keep your teams aligned. Pick a combination and activate it in one click.

Supported triggers and actions for PerfexCRM and Userback

Mix and match to build the exact automation you need

What can you automate with PerfexCRM + Userback?

Turn incoming feedback into structured records and automated workflows across your business tools.

Who is PerfexCRM + Userback integration for?

Product managers, support teams, and customer success leaders using PerfexCRM and Userback eliminate manual handoffs to keep client feedback moving into active work items.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate PerfexCRM + Userback

Build and manage your PerfexCRM + Userback automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click