The plugin has the ability to import/capture customers from Elementor forms! To automatically add/update Elementor forms 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.
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Unzip the folder and upload the file in “modules perfex/api_crm.zip“
If the module is successfully installed, you will see it on the modules page. Click on Activate link to activate the module.
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Get Url and Token
Navigate to API CRM – API CRM Manager – Choose New Token and Enter API Name
Configs the plugin WordPress
Goto menu “CRM Marketing” -> “Configuration”->”Perfex” and enter API URL, API Token
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Save changes and see the result:
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Maps Form with Perfex
Goto menu CRM Marketing -> Choose the form
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Maps Form with Perfex
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 Elementor forms.