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Fluent Forms Perfex CRM Integration

Demo Video

bookly pdf

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

Features

  • Easy use
  • Supports custom fields
  • Automatically add/update
  • SYNC with Submissions
  • Easily integrate your Fluent Forms form with Perfex CRM Customers, Contacts, Staffs, Leads, Invoices, Tasks, Tickets
  • Integrated Fluent Forms 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 Fluent Forms fields to your Perfex CRM Lead fields.
  • Integrated Fluent Forms can automatically add/update your site new form submissions to your Perfex CRM.
  • Integrate unlimited Fluent Forms.
  • 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

Related plugins

Fluent Forms PDF Customizer

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 5.00 out of 5 based on 3 customer ratings
(3 customer reviews)

$39.00/ 1 Website

103 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: 1.0.3
  • Tested up to: 6.8.1
  • Last updated: 2 days ago
  • Category: Fluent Forms

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

Contact form 7 Multi-Step Pro – Preview Submission Pro
eForms Perfex CRM Integration

3 reviews for Fluent Forms Perfex CRM Integration

  1. Rated 5 out of 5

    Chloe Bailey (Purchased) – November 28, 2023

    Nice work!

  2. Rated 5 out of 5

    atonix (Purchased) – November 28, 2023

    Very nice extension, had an issue that was fixed promptly, Support was excellent.

  3. Rated 5 out of 5

    Wowwy (Purchased) – November 28, 2023

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

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