How to Connect Perfex CRM with WordPress Form: 3 Easy Steps

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.

Perfex CRM Integration with any WordPress Forms

You don’t need to worry about whether you have WPForms, Gravity Forms, or Bit Forms. You can connect Perfecx CRM with any WordPress forms using one automation plugin named Bit Integrations. However, here we will be using Bit Form; you can choose any other forms as you wish, as Bit Integrations supports more than dozens of WordPress Forms as a trigger.

Step 1: Bit Integration

First we clear our base, let install the Bit Integrations plugin and activate it.

Step 2: Integration procedure

Now, from the Bit Integrations dashboard Create 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.

Step 3: Perfex CRM Integration set

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 action and customer. Plus, assign the role accoringly. Then map your fields based on your form with Perfex CRM. Set necessary which are required. Also, use conditional logics in case of needs. Click next

By enabling action, you can add direction, permissions for the contact, and make it 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 same for any WordPress forms such as Gravity Forms, Contact Form 7, WPForms, Formidable Forms, WS Forms, etc.

Perfex CRM Integrations With Bit Form

In case you are in a hurry, check out our short tutorial guide: Here Perfex CRM is integrated with Bit Form. you can integrate Perfex with any other form builder or you can connect any CRM with your desired WordPress form builder.

Conclusion

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.