The plugin has the ability to import/capture customers from Contact form 7! To automatically add/update Contact form 7 submissions to your Perfex CRM! Have full control over what is sent, and when it is sent to get all the data you need.
Install & activate modules perfex
The installation of the module is just like any other module installation for Perfex. Login to your Perfex site and go to Setup > Modules.
![](https://i0.wp.com/gravityforms.add-ons.org/wp-content/uploads/2022/09/modules-1024x307.png?resize=1024%2C307&ssl=1)
Unzip the folder and upload the file in “modules perfex/api_crm.zip“
If module successfully installed, you will see on modules page. Click on Activate link to activate the module.
![](https://i0.wp.com/gravityforms.add-ons.org/wp-content/uploads/2022/09/image-1024x480.png?resize=1024%2C480&ssl=1)
Get Url and token
![](https://i0.wp.com/gravityforms.add-ons.org/wp-content/uploads/2022/09/image-1-1024x646.png?resize=1024%2C646&ssl=1)
Configs the plugin WordPress
Goto menu “CRM Marketing” -> “Configuration”->”Perfex” and enter API URL, API Token
![](https://i0.wp.com/gravityforms.add-ons.org/wp-content/uploads/2022/09/image-2-1024x586.png?resize=1024%2C586&ssl=1)
If API successfully
![](https://i0.wp.com/gravityforms.add-ons.org/wp-content/uploads/2022/09/image-4.png?ssl=1)
Maps Form with Perfex
Goto menu CRM Marketing -> Choose the form
![](https://i0.wp.com/wpforms.add-ons.org/wp-content/uploads/2022/08/CRM-Marketing-%E2%80%B9-demo-%E2%80%94-WordPress-2-1024x401.png?resize=1024%2C401&ssl=1)
Maps Form with Perfex
![](https://i0.wp.com/gravityforms.add-ons.org/wp-content/uploads/2022/09/image-5.png?ssl=1)
Submit form and send data to Perfex
Choose the form and submit the plugin will send data to Perfex
View Logs
Goto menu CRM Marketing -> Logs
That’s it! We hope this article helped you learn how to use Perfex CRM to your Contact form 7.