89 comments found.
Can I convert a new order from WooCommerce into an invoice using this plugin? Or does it only sync my contacts?
This module does exactly what is described in the “Item Details” tab on the same sales page where you’re commenting now.
In future updates, we’ll consider adding additional functionality, and one of the potential enhancements could include converting WooCommerce orders into invoices.
Hello, Is it possible to implement real-time order synchronization from WooCommerce to Perfex CRM using a webhook or hook, instead of relying on Perfex CRM’s cron job? I would like orders to be sent automatically via API/endpoint and appear immediately in Perfex CRM as soon as they are created in WooCommerce. This would ensure instant updates for orders, customers, and products without waiting for scheduled cron jobs.
Thats possible with REST API module: https://1.envato.market/rest-api-for-perfex after implementing the custom connector.
Can this fetch all leads in perfex crm and bring them to wordpress as users or any other data, I need a way to fetech my Perfex CRM leads to wordpress.
This is a plugin for WordPress which does the opposite, it syncs WordPress data to Perfex.
Hi 
I hope you are well.
1. if we understood correctly, the WordFex module + API module from Perfex can synchronise the clients/contacts with Wordpress users from direction -> Wordpress. Is that correct?
2. does this also mean that you then take over the passwords from Perfex?
The reason: In Wordpress we have an LMS system for the onboarding of clients and would like to save ourselves the double work of logins. WordFex would of course save us the work so that we don’t have to constantly keep an eye on the APIs
In this respect, it would of course be brilliant if it could do that
Best
We are great – thanks for asking and we hope that you are well too.
Answering at your questions below:
1. Thats correct
2. Our module triggers the Customer Creation – no contacts will be added
Hi thank you very much for the super quick reply.
That’s a pity but maybe that would be something for the next version, if only because Worpress has a market share of 62% worldwide?
No thanks needed – thats why we are here for.
WordPress uses MD5 hashed passwords – which cannot be decrypted and even if they would, that would be a security issue.
Is it possible to integrate WooCommerce Products into Perfex? If a new product is created on my website that is also added to the Perfex products??
Thats a feature not inside the scope of this plugin.
does it work the other way around? I mean, when my staff add a new lead on Perfex, can this be sent to Wordpress so they have an account on the Wordpress website?
You can use REST API for Perfex CRM to communicate data from and to Perfex CRM.
Hello, when I install this it breaks my whole install. I have to delete the folder from modules.
Can you please assist?
Hello.
That shall not happen – unless a conflict occurs. Please raise a support ticket within the support portal of our team. They will troubleshoot your case.
So no phone number field
This plugin synchronizes the default data of a WordPress user (First name/Last Name/Email/Website), as clearly stated in its description.
You can obviously add more fields in this sync process, however, this has to be done using custom development.
Hello, is it possible to receive WooCommerce orders in Perfex?
Hello.
This is a WordPress plugin which syncs your new user signups from your WordPress or WooCommerce website with you Perfex’s CRM Leads/Customers.
Hi, Where is my refund please ?
Its sales here, we have no control over billing team’s actions. You can contact our team through our profile’s contact form regarding such cases.
Is a update version for this time? Is that ok with the newest wordpress 6.x and woocommcer 8.x version?
Our plugin works just fine with the last version of Woo + WP Core.
Hi If you need the ticket number for refund, plese send me this ticket number as I have not received emails as such and your support erased my tickets !
Hello.
In which ticket are you referring at? Its sales here, you might want to browse your tickets through our support area.
My ticket has been erased. Will you finally refund me?
Tickets are not being erased – please browse your tickets through our support area.
Hello! I understand that the price to have this feature for my Perfex is the price of this product + your rest api module, so the total cost of this setup is $39 + $59 = $98. Ofc, by purchasing rest api, I suppose I can create more automations for my Perfex.
My vital pre-purchase question: Can I use this setup with wordpress multisite? I have a network of 14 sub-sites and each website redirects the user to one main site to register and login ( id.mysite.com). They all register there and after that I use some plugins and custom functions to share the users and give them roles for each of the sub-sites from the network.
I need to know if your modules will work with this simple wordpress multisite setup.
Thx
Hello.
Not sure what you want us to comment regarding the pricing – those tools are supported to serve specific automation needs and its up to you if you will invest in something that will help your existing profiting scenario bigger and easier.
We are more used in hearing thanks for the implementation of a missing item from the marketplace, that solves real world’s problems, instead of being asked to comment on the pricing policy of our items.
This plugin will use registration hooks – so the answer is yes, upon new registration of the WordPress installation(s) its active, it will sync data one way with Perfex CRM’s API.
Hi! Thanks for your time to reply! “ so the answer is yes” —> awesome! Thank you! Do you think I could just replicate your functions and code to also sync staff members with another sub-site from the wordpress multisite network?
Thank you! Your time to reply is much appreciated!
Thats something we cannot comment in, as it will be based on your skillset. Generally speaking, this is doable, yes.
Hi I have the following issues : 1) I have tested it and I see I can I cannot synchrolize my wordpress customers ( i use surecart) 2)Also I see synch about user name only, i don’t see others synch on my customers fields. So please send me a tutorial or a detailed way to do it . thanks
Hello.
Please open up a support ticket and our support team will assist you.
Yes the ticket is opened. hope I will get a way to fix this very soon. Will keep you updated…
because right now, I don’t see users data being synchronised.
Our team will get back to you during support days/hours and according to this item’s support TAT.
Hi, I still have not been responded yet.
All tickets are being responded according to the TAT of the support team – Please double check your ticket, if you have received an email notification about a response at your spam/junk folder or bare with the support team for a reply according to the turnaround time and business days/hours.
Hi sorry. did buy by mistake 2 hours ago. immediatelu raised a ticket on your system. can yu please refund ? Thanks
Hello.
Sure thing – if you havent downloaded the item, you can open up a refund request.
Hello thanks Here is the request url : https://themeforest.net/refund_requests/a9eb2fd9-2ed6-4b15-aced-5c6fee80a397/confirmation please confirm you will proceed with the refuind. thanks in advance,
Cool.
Billing team will review it as soon as possible and get back to you.
thanks. sorry am just a litle guy, I am not used to multiprocess on multiple teams I understand you agree for the refund and billing will go ahead .
Yes or No please.
Sorry, its sales here, we have no access to the refund requests. Your refund request will be handled according to the refund policy of the marketplace.
I see. let me know if you need more information for the refund. thanks
reminder…
Hey.
No need to remind or provide any additional info here. Its sales team which monitors this chat.
Your refund request will be handled by our billing team – you will be notified once a decision is taken.
Hi, I understand. this is to help you in fact. since the process is not is not your hands you can show your billing colleagues, the reminders hopefully they will wake up; it is a 10 seconds process , right. so it should not take days… and you and I will be free about it.
Thanks for it, however, this is not about sleep. Please bare with us for a reply at your request – there are multiple requests to be served by the team, yours is not the only one and obviously not the oldest one, if it’s not served yet.
Yes. do not worry. I understand this. But mine should not take than a few seconds. right. and in any case, less time for you to respond here So reminders are a great way to take 3 secs and close it.
Yeap, its obvious that the total time of this comment’s responses is bigger, but billing team is not responding at comments, its us who do.
Your refund request will be handled by the billing team, upon availability. If there’s anything I can help you with pre-sales, let me know. If there’s anything support team can help you with the item, kindly raise a support ticket within support portal.
I have a question. If my Wordpress customers wants to login in Perfex system, can they login with same password created in Wordpress?
Upon users sync, they will be asked to set a password (Send SET Password action) from Perfex CRM.
WordPress users table passwords are MD5 encrypted – we cannot replicate them for security reasons.
Can you create a module for single sign on? The need: If I am logged in to CRM and need to log in to an external WordPress website, then this should happen automatically when I click on an associated link in CRM.
Please contact our sales team through our Codecanyon’s profile contact form regarding this inquiry. Our sales team will help you in it.
Can you create custom module too?
Yes – please contact our sales team through our CodeCanyon’s profile contact form, in order to receive a quote.
Please develop this plugin further, since the purchase of this plugin is connected to another one, it is relatively expensive for “only” to transfer the wp users almost blindly. a consideration of the user role, or password syncronostations etc. would actually be what the plugin should deliver here by default. but it is very primitive. Please expand it.
Thanks
Hello.
The functionality of this plugin was clear. Not sure why you had different expectations but our team is continuously updating this plugin.
you write: “They will be able to log into Perfex – if you select a customer sync option.” but a new password is set, the user is simply imported (just name and email). other fields are not synchronized. “They will be able to log in” is a very flexible term, as is synchronization
Can I have a refund for both plugins?
Thats correct – user will be able to log into. A new password is sent to the user!
Its Perfex which uses an encrypted password and making the use of the same password imposaible, not us. Your rating and your comment are simply unfair, but if your point here is to get a refund for this product, kindly go ahead and open this refund request.
hello,
my point is not to get a refund. i like to have a plugin that really sycronize the users data, such as role and any other data of the user. i don’t think that it is impossible to sync wp-passord as other addons do. can you make it possible to have at least all user data sync maybe with a mapping to the right fields in perfex?
Thanks
I am sorry but we do not provide product updates that affect all purchasers, based on one’s specific custom requirements. It sounds like a refund request for this product would be a better idea, in case you understood after-purchase that what this plugin offers and is mentioned at its salespage, is not enough for your needs.
i make the 2 refund requests
Thanks for letting us know.
Your requests will be examined by our billing department team.
the refund request are still not accepted?
Hello.
Refund requests are being examined by our billing department team. Its sales here – comments section is not the proper way to ask for the progress of them – kindly use the refund request’s area instead.
Thank you for the understanding.
already done, but no reaction since 3 days now. Maybe you can give them a wink?
Dont worry – billing department will check your request as soon as possible.
