Gravity Forms- Perfex CRM Integration

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

Features

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

EASILY INTEGRATE PERFEX CUSTOMER.

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

EASILY INTEGRATE PERFEX CONTACTS.

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

EASILY INTEGRATE PERFEX STAFFS.

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

EASILY INTEGRATE PERFEX LEADS.

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

EASILY INTEGRATE PERFEX INVOICES.

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

EASILY INTEGRATE PERFEX TASKSTASKS.

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

Related plugins

Ninja Forms – Perfex CRM Integration

The integration between Ninja Forms and Perfex CRM can greatly streamline your data management and customer relationship processes.

Gravity Forms PDF Customizer

Generate PDF using Gravity forms plugin provides an easier way to download PDF documents, and open the PDF document file after the successful form submission.

Gravity Forms Color or Image Option Swatches

Gravity form color or image palette swatches. Convert your normal variable attribute dropdown selections into nice color or image selections.

WPForms – Perfex CRM Integration

The integration between WPForms and Perfex CRM can greatly streamline your data management and customer relationship processes.