LearnWorlds + Perfex CRM

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 Lead
Triggers when a new email lead is captured.
TriggerInstant
automatically do this!
Create Lead
Creates a Lead in the system.
ActionWrite

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Supported triggers and actions

- AssessmentRequired
Trigger
Instant
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New Certificate
Triggers when a user is awarded a certificate.
Trigger
Instant
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User Enrolled in Product
Triggers when a user is enrolled in a product (free, paid or private course, bundle or subscription).
Trigger
Instant
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New Lead
Triggers when a new email lead is captured.
Trigger
Instant
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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
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User Previewed a Free Section
Triggers when a user has previewed a free section of a paid course.
Trigger
Instant
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Subscription or Payment Plan Canceled
Triggers when a user cancels their subscription or payment plan.
Trigger
Instant
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- SourceRequired
- SurveyRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
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New User (Legacy)
Triggers when a new user is registered.
Trigger
Instant
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User Updated
Triggers when a user profile is updated.
Trigger
Instant
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- EmailRequired
- ProductRequired
- Price
- Transaction Id
Action
Write
- Full NameRequired
- EmailRequired
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- EmailRequired
- First Name
- Last Name
- Password
- ProductRequired
- Price
- Send Welcome Email
- Transaction Id
Action
Write
- EmailRequired
- ProductRequired
- Mark Payment as Refunded
Action
Write
New Contract
Triggers when a new contract created.
Trigger
Polling
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New Estimate
Triggers when a new estimate is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Project
Triggers when a new project is created.
Trigger
Polling
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New Task
Triggers when a new task is created.
Trigger
Polling
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- Task IdRequired
- Start TimeRequired
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- companyRequired
- 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
- SourceRequired
- StatusRequired
- NameRequired
- 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
- SubjectRequired
- Related TypeRequired
- Related IDRequired
- Proposal ToRequired
- DateRequired
- Open Till Date
- Currency IdRequired
- EmailRequired
- Discount Type
- Status Id
- Assigned id
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- Item DescptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
Action
Write
- SubjectRequired
- DepartmentRequired
- Contact IdRequired
- User IdRequired
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- IDRequired
Action
Search

New Certificate (Legacy)
Triggers when a user is awarded a certificate.
Trigger
Instant
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Course Completed
Triggers when a user completes a course.
Trigger
Instant
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New Lead (Legacy)
Triggers when a new email lead is captured.
Trigger
Instant
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- CourseRequired
- Learning ActivityRequired
Trigger
Instant
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Payment Failed
Triggers when a recurring payment has failed (only for stripe installments and subscriptions).
Trigger
Instant
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New Enrollment Purchase (Legacy)
Triggers when a user is enrolled in or purchases a paid product.
Trigger
Instant
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Subscription Updated
Triggers when a subscription is updated (either planned for cancellation or renewed, or the selected plan has been updated).
Trigger
Instant
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- TagRequired
Trigger
Instant
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User Unenrolled From Product
Triggers when a user is unenrolled from a product (paid or private course, bundle or subscription).
Trigger
Instant
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New User
Triggers when a new user is registered.
Trigger
Instant
Try It
- Full NameRequired
- EmailRequired
- ProductRequired
- Price
- Transaction Id
- Avatar link
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- Password
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- Email or IDRequired
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 IdRequired
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
- SubjectRequired
- Date StartRequired
- Client IdRequired
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer IdRequired
- Invoice NumberRequired
- Invoice DateRequired
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- Allowed Payment Modes
- Billing StreetRequired
- SubtotalRequired
- TotalRequired
Action
Write
- Project NameRequired
- Related TypeRequired
- Client IDRequired
- Billing TypeRequired
- Start DateRequired
- StatusRequired
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Task NameRequired
- Start DateRequired
- Is Public?
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related TypeRequired
- Related ID
- Tags
- Description
Action
Write
- Client IdRequired
- Estimate NumberRequired
- Estimate DateRequired
- Due Date
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- DescriptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
- Billing StreetRequired
- 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
- IDRequired
- companyRequired
- 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

About LearnWorlds

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

Learn more

Related categories

Online Courses

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

Learn more

Related categories

CRM (Customer Relationship Management)

LearnWorlds + Perfex CRM

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

Assessment Completed

New Certificate

User Enrolled in Product

New Lead

Payment Created

User Previewed a Free Section

Subscription or Payment Plan Canceled

New Form Submission

Tag Removed

New User (Legacy)

User Updated

Enroll User in Product (Legacy)

Create User (Legacy)

Enroll User in Product

Unenroll User From Product

New Contract

New Estimate

New Lead

New Project

New Task

Create Timesheet

Create Customer

Create Lead

Create Proposal

Create Ticket

Find Customer

New Certificate (Legacy)

Course Completed

New Lead (Legacy)

Learning Activity Completed

Payment Failed

New Enrollment Purchase (Legacy)

Subscription Updated

Tag Added

User Unenrolled From Product

New User

Create and Enroll User (Legacy)

Add Tags to User

Create User

Remove Tags From User

Find a User

New Customer

New Invoice

New Payment

New Proposal

New Ticket

Create Contract

Create Invoice

Create Project

Create Task

Create Estimate

Find or Create Customer

About LearnWorlds

Related categories

About Perfex CRM

Related categories