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WPForms - Perfex CRM Integration

WPForms - Perfex CRM Integration

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WPForms – Perfex CRM Integration

Demo Video

The plugin has the ability to import/capture customers from WPForms! To automatically add/update WPForms submissions to your Perfex CRM!

Features

  • Easy use
  • SYNC with Submissions
  • Easily integrate your WPForms form with Perfex CRM Customer, Contacts, Staffs, Leads, Invoices, Tasks, Tickets
  • Integrated WPForms form can automatically add/update your site new form submissions to your Perfex CRM Customer, Contacts, Staffs, Leads, Invoices, Tasks, Tickets
  • Support Perfex CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
  • Easily map your WPForms fields to your Perfex CRM Lead fields.
  • Integrated WPForms can automatically add/update your site new form submissions to your Perfex CRM.
  • Integrate unlimited WPForms.
  • Section for view Perfex CRM API error logs.
  • And more…

Easily integrate Perfex Customer.

When user submits this form, it’ll added to Perfex CRM Customer will all the details which fields are mapped with Perfex CRM Fields.

Easily integrate Perfex Contacts.

When user submits this form, it’ll added to Perfex CRM Contacts will all the details which fields are mapped with Perfex CRM Fields.

Easily integrate Perfex Staffs.

When user submits this form, it’ll added to Perfex CRM Staffs will all the details which fields are mapped with Perfex CRM Fields.

Easily integrate Perfex Leads.

When user submits this form, it’ll added to Perfex CRM Leads will all the details which fields are mapped with Perfex CRM Fields.

Easily integrate Perfex Invoices.

When user submits this form, it’ll added to Perfex CRM Invoices will all the details which fields are mapped with Perfex CRM Fields.

Easily integrate Perfex TasksTasks.

When user submits this form, it’ll added to Perfex CRM Tasks will all the details which fields are mapped with Perfex CRM Fields.

Easily integrate Perfex Tickets.

When user submits this form, it’ll added to Perfex CRM Tickets will all the details which fields are mapped with Perfex CRM Fields.

Requirements

WPFoms plugin

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