Can I integrate all Contact Form Builders with popular CRM?

Yes, you can integrate WPForms, Bit Form, Contact Form 7, Ninja Form, and Forminator Form with All popular CRM platforms like Zoho CRM, Active Campaign, Salesforce, and Hubspot.

Can I integrate WooCommerce with Email marketing platforms like MailChimp, Acumbamail, ActiveCampaign, etc?

Yes, you can integrate WooCommerce with all kinds of email marketing platforms.

Can I send user data into Google Sheets when users enroll in LMS platform courses like LearnDash, Tutor LMS, Lifter LMS, WpCourseware, etc platform?

Yes, you can add user information into google sheet when user enroll course of LMS platform.

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Perfex CRM Integration: The Best Way to Automate Your WordPress Workflow

Perfex CRM Integration: Manage Customers, Projects, and Create Invoices in the Cloud. Customer Relationship Management software that is a great fit for almost any small business, freelancer or many other uses.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with Perfex CRM. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Perfex CRM.

Test Pro Plugin Free!

Perfex CRM Integration Tutorials

To integrate with Bit Integrations and Perfex CRM, you can follow these steps:

Purchase the REST API module for Perfex CRM from Code Canyon.
In your Perfex CRM admin area, go to Setup > Modules.
Select the extracted upload.zip file and click Install.
Activate the module in the attachment.
In your Perfex CRM backend, go to API > API Management and create a new token.

Available Actions

Create Customer: The Create Customer feature in Perfex CRM is used to add new customers to the CRM system.

Create Contact: The Create Contact feature in Perfex CRM is used to create a new contact record.

Create Lead: The Create Lead feature in Perfex CRM is used to create a new lead record.

Create project: The Create Project feature in Perfex CRM is used to create a new project.

Authorization of Perfex CRM Integration

First you have to select the Perfex CRM from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Perfex CRM from the action page.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

To get your Perfex CRM API URL, you can follow these steps:

Go to your Perfex CRM dashboard.
On the left sidebar, search for API CRM.
Click on API CRM and then API CRM Manager.
Your API URL will be displayed.
Enter the API URL into the field labeled “Access API URL” in the integration.

To get your Perfex CRM API Token, you can follow these steps:

Go to your Perfex CRM dashboard.
On the left sidebar, search for API.
Click on API and then API Management.
Click on the New Token button.
Give your API Token a name and an expiration date.
Select the permissions that you want your API Token to have.
Click on “To Send” button to create API Token.
Your API Token will be displayed.
Copy your API Token.
Paste your API Token into the integration’s Access API Token field.

Once you have successfully entered your API URL and API Token, click “Authorize” to proceed.

Permission For API Token

To Create a Customer

To create a customer, give the Customer Create permission.

Perfex CRM Integration with Bit Integrations - Customers Create

To Create a Contact

To create a contact, grant the Contacts Create permission.

Perfex CRM Integration with Bit Integrations - contacts Create

To Create a Lead

To create a Lead , grant the Leads Create permission.

Perfex CRM Integration with Bit Integrations - Lead Create

To Create a Project

To create a Project, grant the Projects Create permission.

Perfex CRM Integration with Bit Integrations - Project Create

To get the custom fields

To access custom fields, give the Custom Fields GET permission.

Perfex CRM Integration with Bit Integrations - Custom Fields

Once you have successfully authorized your account, Click “Next” to proceed with configuring the remaining integration settings.

Select Action: Once the authorization process is finished, select an action from the dropdown option.

Perfex CRM Integration with Bit Integrations - Choose an Action

Select Customer: select a customer from the dropdown option.

Perfex CRM Integration with Bit Integrations - Select Customer

Note

If you want to create a contact, lead, or project, you also need to choose your customer. So, when creating your API Token, be sure to give it customer GET permission. Otherwise, the customer data won’t be fetched, and the integration won’t work.

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Perfex CRM. You have the option to map additional fields by clicking on the Plus (+) icon.

Perfex CRM Integration with Bit Integrations - Fields Mapping

✅ Available Perfex CRM mapping fields for Create Customer

Company – Required Field
VAT Number
Phone Number
Website
Address
City
State
Zip
Country
Billing Street
Billing City
Billing State
Billing Zip
Billing Country
Shipping Street
Shipping City
Shipping State
Shipping Zip
Shipping Country
Custom fields

✅ Available Perfex CRM mapping fields for Create Contact

First Name – Required Field
Last Name – Required Field
Email Address – Required Field
Position
Phone Number
Password
Secondary Email
Custom fields

✅ Available Perfex CRM mapping fields for Create Lead

Name – Required Field
Position
Email Address
Website
Phone Number
Company
Address
City
State
Zip
Country
Description
Date Contacted
Custom fields

✅ Available Perfex CRM mapping fields for Create Project

Name – Required Field
Start Date – Required Field
Dead Line
project Cost
Estimated Hours
Project Description
Custom fields

INFO

When creating a Lead, make sure to select “Assigned By.” If you don’t, the integration won’t work. This option is available starting from Bit Integrations v2.2.2.

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Perfex CRM. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Use Case

Bit Form with Perfex CRM

Bit Form Integration with Perfex CRM using Bit Integrations. When a user submits the Bit Form, this integration will automatically create a customer, contact, lead, or project in Perfex CRM.

Elementor Form with Perfex CRM

Elementor Form Integration with Perfex CRM using Bit Integrations. When a user submits the Elementor Form, this integration will automatically create a customer, contact, lead, or project in Perfex CRM.

Gravity Forms with Perfex CRM

Gravity Forms Integration with Perfex CRM using Bit Integrations. When a user submits the Gravity Forms, this integration will automatically create a customer, contact, lead, or project in Perfex CRM.

WPForms with Perfex CRM

WPForms Integration with Perfex CRM using Bit Integrations. When a user submits the WPForms, this integration will automatically create a customer, contact, lead, or project in Perfex CRM.

Contact Form 7 with Perfex CRM

Contact Form 7 Integration with Perfex CRM using Bit Integrations. When a user submits the Contact Form 7, this integration will automatically create a customer, contact, lead, or project in Perfex CRM.

Ninja Forms with Perfex CRM

Ninja Forms Integration with Perfex CRM using Bit Integrations. When a user submits the Ninja Forms, this integration will automatically create a customer, contact, lead, or project in Perfex CRM.

Forminator Forms with Perfex CRM

Forminator Forms Integration with Perfex CRM using Bit Integrations. When a user submits the Forminator Forms, this integration will automatically create a customer, contact, lead, or project in Perfex CRM.

Formidable Forms with Perfex CRM

Formidable Forms Integration with Perfex CRM using Bit Integrations. When a user submits the Formidable Forms, this integration will automatically create a customer, contact, lead, or project in Perfex CRM.

Fluent Forms with Perfex CRM

Fluent Forms Integration with Perfex CRM using Bit Integrations. When a user submits the Fluent Forms, this integration will automatically create a customer, contact, lead, or project in Perfex CRM.

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Bit Integrations