The plugin has the ability to import/capture customers from gravity forms! To automatically add/update gravity 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.
![](https://i0.wp.com/add-ons.org/wp-content/uploads/2024/05/image-40.png?resize=1024%2C395&ssl=1)
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 the Activate link to activate the module.
![](https://i0.wp.com/add-ons.org/wp-content/uploads/2024/05/image-41.png?resize=1024%2C384&ssl=1)
Get Url and Token
Navigate to API CRM – API CRM Manager – Choose New Token and Enter API Name
![](https://i0.wp.com/add-ons.org/wp-content/uploads/2024/05/image-42.png?resize=1024%2C621&ssl=1)
Once the Token is generated, copy it to your clipboard. You’ll need to provide this key in the Perfex Modules for Gravity Forms plugin settings.
![](https://i0.wp.com/add-ons.org/wp-content/uploads/2024/05/image-43.png?resize=1024%2C269&ssl=1)
Configs the plugin WordPress
Goto menu “CRM Marketing” -> “Configuration”->”Perfex” and enter API URL, API Token
![](https://i0.wp.com/add-ons.org/wp-content/uploads/2024/05/image-46.png?resize=1024%2C393&ssl=1)
Save changes and see the result:
![](https://i0.wp.com/add-ons.org/wp-content/uploads/2024/05/image-47.png?resize=1024%2C332&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)
Submit the 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 in your Gravity Forms.