In today’s highly competitive business landscape, customer relationship management plays a critical role in driving growth, improving customer satisfaction, and boosting productivity.
Perfex CRM is a popular solution that many businesses utilize for efficient management of customer data, sales processes, and project tracking. However, manually entering leads or customer data from your WordPress site into Perfex CRM can be time-consuming and error-prone. By integrating WordPress forms with Perfex CRM, businesses can streamline their workflows, automatically capturing leads and pushing them directly into their CRM.
But how can a user easily connect Perfex CRM with WordPress form?
This is where Bit Integrations comes into play. It’s extremely easy to do with Bit Integrations where only 3 steps are required to do.
In this article, we will walk you through the seamless process of integrating WordPress Forms with Perfex CRM, allowing you to automate your WordPress form submissions and enhance your customer management process.
You don’t need to worry about whether you have WPForms, Gravity Forms, or Bit Forms. You can connect Perfecx CRM to other apps and any WordPress forms using an automation plugin named Bit Integrations. However, here we will be using Bit Form; you can choose any other form as you wish, as Bit Integrations supports more than a dozen WordPress Forms as a trigger.
First, we clear our base, install the Bit Integrations plugin, and activate it.
Now, from the Bit Integrations dashboard, create an integration.
Now select a form as your trigger, here we will be using the Bit Forms as it’s really light and fast. Search your form in the search box.
Select your form name and go next.
Now, search for Prefex CRM and select it as action.
To get API URL and Token visit your Perfex CRM API token page.
Click on API CRM Manager under API CRM, you will see the API URL copy it and paste it to the integration settings page.
Now, select API Management under API and on the next page click on the New token.
After that, here just use Bit Integrations as API Name, set Expiration Date, and give permissions for all features capabilities.
Also, check the required permissions boxes for each feature’s capabilities. After that, press send
The API token is generated. Copy it and paste it to the integrations settings page.
As you pasted both, click on Authorized. It will show ‘Authorized successfully’. Go to next. We are almost there mate, you’re doing great.
So, at this stage, select the action and customer. Plus, assign the role accordingly. Then, map your fields based on your form with Perfex CRM. Set the necessary which are required. Also, use conditional logic in case of needs. Click next
By enabling action, you can add direction, permissions for the contact, and make it the primary contact.
Finish & save at the end and the process is completed. We did it, man:)
Now, let’s check. Fill out your WordPress form and submit it.
Go to your Perfex CRM account and click on Customers. After that, press Bit Integrations.
We are very close.
Click on contacts. It will show every detail of the form. Thus, the form data is send automatically to Perfex CRM without any convenience.
The procedure remains the same for any WordPress forms, such as Gravity Forms, Contact Form 7, WPForms, Formidable Forms, WS Forms, etc.
In case you are in a hurry, check out our short tutorial guide: Here, Perfex CRM is integrated with Bit Form. You can create Perfex CRM integration with other apps, or you can connect any CRM with your desired WordPress form builder.
Note
Connect Brevo (SendinBlue) with your desired WordPress form builder to automate your workflow
Integrating your WordPress forms with Perfex CRM using Bit Integrations provides a powerful solution for automating your lead capture process. By doing so, you eliminate manual data entry, reduce the chances of error, and ensure that your team can respond to customer inquiries more quickly and efficiently.
Whether you are a small business owner looking to streamline operations or a growing company aiming to improve sales follow-ups, automating your WordPress forms with Perfex CRM is a smart move that can lead to better productivity and customer management.
By following the steps outlined in this guide, you can achieve a flawless integration and unlock the full potential of your WordPress workflow automation.
If you are searching for ways to connect Perfex CRM with WordPress forms, Bit Integrations offers an easy solution to link your forms to Perfex CRM and seamlessly automate the process of managing your customer data.
To connect Perfex CRM with WordPress forms, you can use Bit Integrations. It allows you to integrate any WordPress form or any other apps (like WPForms, Gravity Forms, Bit Form, etc.) with Perfex CRM. The process involves installing Bit Integrations, creating a new integration, selecting your form as the trigger, and linking Perfex CRM as the action. For a detailed guide, refer to the step-by-step process above.
Bit Integrations supports a dozen popular WordPress form builders, including Bit Form, WPForms, Gravity Forms, Contact Form 7, Formidable Forms, and Elementor forms. You can integrate 28+ WordPress form builders with Perfex CRM for automated lead capturing.
To connect Perfex CRM with other applications, you can use Bit Integrations. It allows you to create workflows that connect Perfex CRM with over 320 apps.
Yes, Bit Integrations allows you to use conditional logic when integrating WordPress forms with Perfex CRM. You can set conditions to define how the form data should be handled, whether certain fields should be required, or how they should be mapped to Perfex CRM.
During the integration process, you will have the option to map your form fields to Perfex CRM fields. This ensures that the data submitted on the form (like name, email, etc.) is correctly assigned to the appropriate fields in Perfex CRM.
If you encounter issues with the Perfex CRM and WordPress form integration, make sure to double-check your API credentials, ensure that the right permissions are enabled in Perfex CRM, and verify that the correct form and action have been selected in Bit Integrations. You can also check the integration logs for error messages.
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