How to Connect WordPress LMS Plugin with Perfex CRM

Automation in WordPress sites plays a crucial role in streamlining business processes and improving efficiency. When it comes to managing customer relationships and online learning, systems like Perfex CRM with a WordPress Learning Management System plugin can save time, improve data flow, and optimize overall operations.

Wait a second! How easily you can connect WordPress LMS Plugin with Perfex CRM?

It’s totally simple with Bit Integrations. For your kind information, Bit Integrations is a WordPress automation plugin. You can easily connect both of these within 3 steps. Not only these two platforms, you can connect your WordPress with 244+ platforms to send data smoothly from one to another platform without writing a single line of code. 

This article will provide a detailed overview of setting up and automating the integration between Perfex CRM and WordPress LMS plugin using Bit Integrations in WordPress. This can be a game-changer for your business, read on.

Perfex CRM Integration With Any WordPress LMS Plugins Step

For the integration procedure, we will be using Learndash, feel free to use your preferred one: Academy LMS, MasterStudy LMS, or any other LMS plugin.

Step 1: Bit Integration Activation

The first thing, you need to do is activate the Bit Integrations plugin.

Step 2: Action-Trigger selection

Click on Create Integration from your Bit Integrations dashboard.

Now, for the trigger selection search for Learndash LMS and click on it.

It’s time to select your task name and course. Press next.

For action search and select Prefex CRM.

Step 3: Integration settings

Visit the Perfex CRM API token page to access the API URL and API Token.

Go to API CRM Manager under API CRM, copy the API URL, and paste it on the integration settings page.

Again, click on the API Management. It will bring you to the next page, press on the New token.

Here you will have to do things precisely.

Name the API as Bit Integrations and set an expiration date you wish for. Also, check on boxes to which you want to give permissions for each features capabilities.

After choosing the necessary ones, click send/enviar at the bottom right side of the page.

Good job buddy. The API token is generated. Copy and paste the token again on the settings page.

Authorize the setting; there will be an ‘Authorized successfully’ at the bottom of the page. Click next.

Now, select action among the options that you will work on. Do the same for customer selection. Furthermore, assign it the role you want to.

Map your preferred fields with Perfex CRM.  Check the action boxes which are required of you. Apply conditional logics and go to next.

Note: You can add direction, permissions for the contact, and also make it primary contact.

Click finish & save.

Now, each time your WordPress site user enrolls for a course, he/she will have to share or log in with his/her details. As a result, seamless workflow automation will happen from your WordPress LMS to your Perfex CRM.

From Perfex CRM account, go to Customers. Click on the Bit Integrations.

Now, go to contacts. Every data of the purchaser will be sent. Hence, the LMS plugin data is sent automatically to Perfex CRM.

This entire process is identical to any WordPress LMS such as Academy LMS, MasterStudy LMS, etc.

Perfex CRM Integration with Learndash

If you would like a quick guide, then follow the below one:

Conclusion

Perfex CRM Integration with a WordPress LMS plugin via Bit Integrations is a powerful way to automate and streamline your business processes.

By creating a seamless connection between your Learning Management System and your CRM, you can improve customer engagement, enhance your sales pipeline, and provide a better overall learning experience.

Workflow automation tools like Bit Integrations make it easy to set up these processes without the need for complex coding, enabling businesses to focus on growth and innovation. Whether you’re using LearnDash to provide internal training or selling courses to customers, connecting it to Perfex CRM will help you keep track of all your relationships while ensuring a seamless educational journey.

Start automating today and unlock the full potential of your LMS and CRM integration. Thanks for reading.