The plugin has the ability to import/capture customers from ninja forms! To automatically add/update ninja 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.
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 Ninja Forms.