LearnWorlds + Perfex CRM

LearnWorlds + Perfex CRM integrations

Create new leads in Perfex CRM for every new lead in LearnWorlds

When a new lead engages with LearnWorlds, easily manage it by creating a corresponding lead in Perfex CRM. This workflow eliminates the hassle of manual data entry and keeps your team updated on new potential clients. Boost your sales productivity and ensure no lead falls through the cracks with this seamless automation.

When this happens...
New LeadTriggers when a new email lead is captured.
TriggerInstant
automatically do this!
Create LeadCreates a Lead in the system.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with LearnWorlds and Perfex CRM

Discover other triggers and actions you can use with LearnWorlds and Perfex CRM

- Assessment
  Required
Trigger
Instant
Try It
New Certificate
Triggers when a user is awarded a certificate.
Trigger
Instant
Try It
User Enrolled in Product
Triggers when a user is enrolled in a product (free, paid or private course, bundle or subscription).
Trigger
Instant
Try It
New Lead
Triggers when a new email lead is captured.
Trigger
Instant
Try It
- Course
  Required
- Learning Activity
  Required
Trigger
Instant
Try It

Payment Failed
Triggers when a recurring payment has failed (only for stripe installments and subscriptions).
Trigger
Instant
Try It
New Enrollment Purchase (Legacy)
Triggers when a user is enrolled in or purchases a paid product.
Trigger
Instant
Try It

Subscription Updated
Triggers when a subscription is updated (either planned for cancellation or renewed, or the selected plan has been updated).
Trigger
Instant
Try It
- Tag
  Required
Trigger
Instant
Try It
User Unenrolled From Product
Triggers when a user is unenrolled from a product (paid or private course, bundle or subscription).
Trigger
Instant
Try It
New User
Triggers when a new user is registered.
Trigger
Instant
Try It
- Full Name
  Required
- Email
  Required
- Product
  Required
- Price
- Transaction Id
- Avatar link
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
Action
Write
- Email
  Required
- Tags
  Required
Action
Write
- Email or ID
  Required
Action
Search
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
- Contact Id
  Required
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
- Subject
  Required
- Date Start
  Required
- Client Id
  Required
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Allowed Payment Modes
- Billing Street
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Project Name
  Required
- Related Type
  Required
- Client ID
  Required
- Billing Type
  Required
- Start Date
  Required
- Status
  Required
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Task Name
  Required
- Start Date
  Required
- Is Public?
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related Type
  Required
- Related ID
- Tags
- Description
Action
Write
- Client Id
  Required
- Estimate Number
  Required
- Estimate Date
  Required
- Due Date
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Item Rel Type
  Required
- Description
  Required
- Item Long Description
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Unit
  Required
- Subtotal
  Required
- Total
  Required
- Billing Street
  Required
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- ID
  Required
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Search or write

New Certificate (Legacy)
Triggers when a user is awarded a certificate.
Trigger
Instant
Try It
Course Completed
Triggers when a user completes a course.
Trigger
Instant
Try It
New Lead (Legacy)
Triggers when a new email lead is captured.
Trigger
Instant
Try It
Learning Program Completed
Triggers when a user completes a learning program.
Trigger
Instant
Try It
Payment Created
Triggers when a payment transaction for a purchase (including one-off purchase, subscription payment, or installment of a payment plan) is successfully charged. For a subscription or a payment plan, a new transaction is created for every single payment.
Trigger
Instant
Try It
User Previewed a Free Section
Triggers when a user has previewed a free section of a paid course.
Trigger
Instant
Try It
Subscription or Payment Plan Canceled
Triggers when a user cancels their subscription or payment plan.
Trigger
Instant
Try It
- Source
  Required
- Survey
  Required
Trigger
Instant
Try It
- Tag
  Required
Trigger
Instant
Try It
New User (Legacy)
Triggers when a new user is registered.
Trigger
Instant
Try It
User Updated
Triggers when a user profile is updated.
Trigger
Instant
Try It
- Email
  Required
- Product
  Required
- Price
- Transaction Id
Action
Write
- Full Name
  Required
- Email
  Required
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- Email
  Required
- First Name
- Last Name
- Product
  Required
- Price
- Send Welcome Email
- Transaction Id
Action
Write
- Email
  Required
- Product
  Required
- Mark Payment as Refunded
Action
Write
New Contract
Triggers when a new contract created.
Trigger
Polling
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Task Id
  Required
- Start Time
  Required
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Write
- Source
  Required
- Status
  Required
- Name
  Required
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phonenumber
- Company
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
Action
Write
- Subject
  Required
- Related Type
  Required
- Related ID
  Required
- Proposal To
  Required
- Date
  Required
- Open Till Date
- Currency Id
  Required
- Email
  Required
- Discount Type
- Status Id
- Assigned id
- Item Id
  Required
- Item Related Id
  Required
- Item Rel Type
  Required
- Item Descption
  Required
- Item Long Description
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Unit
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Subject
  Required
- Department
  Required
- Contact Id
  Required
- User Id
  Required
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- ID
  Required
Action
Search

About LearnWorlds

LearnWorlds is a premium learning platform via which you sell online courses under your own website.

Learn moreLearn moreHelpHelp

Related categories

Online Courses

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)