eForms Perfex CRM Integration

Demo Video

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

Features

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

Easily integrate Perfex Customer.

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

Easily integrate Perfex Contacts.

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

Easily integrate Perfex Staffs.

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

Easily integrate Perfex Leads.

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

Easily integrate Perfex Invoices.

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

Easily integrate Perfex Tasks.

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

Related plugins

eForms PDF Customizer Pro

Generate a PDF of any WordPress form submission. Export any submission as a PDF, or attach it to an email and send a copy to whoever needs one!