Document – Fluent forms – Perfex CRM Integration

August 26, 2023
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The plugin has the ability to import/capture customers from Fluent Forms! To automatically add/update Fluent 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.

At the modules page, click on choose file in upload module field. Select “upload.zip” file as showin in below screenshot. After that click on Install button.

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.

Get Url and token

Configs the plugin WordPress

Goto menu “CRM Marketing” -> “Configuration”->”Perfex” and enter API URL, API Token

If API successfully

Maps Form with Perfex

Goto menu CRM Marketing -> Choose the form

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 Fluent Forms.

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