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eForms Perfex CRM Integration

Demo Video

bookly pdf

The plugin has the ability to import/capture customers from eForms! To automatically add/update eForms submissions to your Perfex CRM!

Features

  • Easy use
  • Supports custom fields
  • Automatically add/update
  • SYNC with Submissions
  • Easily integrate your eForms form with Perfex CRM Customers, Contacts, Staffs, Leads, Invoices, Tasks, Tickets
  • Integrated eForms form can automatically add/update your site new form submissions to your Perfex CRM Customers, Contacts, Staffs, Leads, Invoices, Tasks, Tickets
  • Support Perfex CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
  • Easily map your eForms fields to your Perfex CRM Lead fields.
  • Integrated eForms can automatically add/update your site new form submissions to your Perfex CRM.
  • Integrate unlimited eForms.
  • Section for view Perfex CRM API error logs.
  • And more…

Easily integrate Perfex Customer.

When a user submits this form, it’ll added to Perfex CRM Customer will all the details of which fields are mapped with Perfex CRM Fields.

Easily integrate Perfex Contacts.

When a user submits this form, it’ll added to Perfex CRM Contacts will all the details of which fields are mapped with Perfex CRM Fields.

Easily integrate Perfex Staffs.

When a user submits this form, it’ll added to Perfex CRM Staffs will all the details of which fields are mapped with Perfex CRM Fields.

Easily integrate Perfex Leads.

When a user submits this form, it’ll added to Perfex CRM Leads will all the details of which fields are mapped with Perfex CRM Fields.

Easily integrate Perfex Invoices.

When a user submits this form, it’ll added to Perfex CRM Invoices will all the details of which fields are mapped with Perfex CRM Fields.

Easily integrate Perfex Tasks.

When user submits this form, it’ll added to Perfex CRM Tasks will all the details which fields are mapped with Perfex CRM Fields.

Easily integrate Perfex Tickets.

When a user submits this form, it’ll added to Perfex CRM Tickets will all the details of which fields are mapped with Perfex CRM Fields.

Related

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eForms PDF Customizer Pro

Generate a PDF of any WordPress form submission. Export any submission as a PDF, or attach it to an email and send a copy to whoever needs one!

Rated 4.67 out of 5 based on 3 customer ratings
(3 customer reviews)

$39.00/ 1 Website

314 sales
View live demo

What's included

  • Lifetime licenses
  • Lifetime updates
  • 1-year support
  • Instant download
  • 30-day money-back guarantee

Details and compatibility

  • Version: 1.0.1
  • Tested up to: 6.8.1
  • Last updated: 2 days ago
  • Category: eForms

Requirements

  • WordPress Version 3.9 or newer (installed)
  • PHP Version 5.2 or newer

Support

  • Document
  • Send ticket support

30-day money-back guarantee

Enjoy add-ons.org products completely risk-free. If you don't like our products, we'll be happy to offer you a full 100% refund within 30 days of purchase with no questions asked.

Refund policy

Related

Post navigation

Fluent Forms Perfex CRM Integration
Contact Form 7 Redirects (Conditional logic)

3 reviews for eForms Perfex CRM Integration

  1. Rated 5 out of 5

    Andrew Clark (Purchased) – November 28, 2023

    valuable module

  2. Rated 4 out of 5

    westeneil (Purchased) – November 28, 2023

  3. Rated 5 out of 5

    Kate Lee (Purchased) – November 28, 2023

    Impressive module complemented

Only logged in customers who have purchased this product may leave a review.

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