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Perfex CRM Integrations

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Perfex CRM Integration: The Best Way to Automate Your WordPress Workflow

Manage Customers, Projects, and Create Invoices in the Cloud. Customer Relationship Management software that is a great fit for almost any small business, freelancer or many other uses.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with Perfex CRM. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Perfex CRM.

To integrate with Bit Integrations and Perfex CRM, you can follow these steps:

  • Purchase the REST API module for Perfex CRM from Code Canyon.
  • In your Perfex CRM admin area, go to Setup > Modules.
  • Select the extracted upload.zip file and click Install.
  • Activate the module in the attachment.
  • In your Perfex CRM backend, go to API > API Management and create a new token.
Buy Perfex CRM
Buy Perfex CRM Setup and module
Perfex CRM upload module
Perfex CRM upload module active

Available Actions

Create Customer: The Create Customer feature in Perfex CRM is used to add new customers to the CRM system.

Create Contact: The Create Contact feature in Perfex CRM is used to create a new contact record.

Create Lead: The Create Lead feature in Perfex CRM is used to create a new lead record.

Create project: The Create Project feature in Perfex CRM is used to create a new project.

Authorization of Perfex CRM Integration

First you have to select the Perfex CRM from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Perfex CRM from the action page.

Perfex CRM

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Perfex CRM integration name

To get your Perfex CRM API URL, you can follow these steps:

  • Go to your Perfex CRM dashboard.
  • On the left sidebar, search for API CRM.
  • Click on API CRM and then API CRM Manager.
  • Your API URL will be displayed.
  • Enter the API URL into the field labeled “Access API URL” in the integration.
Perfex CRM API & API Manager
Perfex CRM API URL
Perfex CRM access API URL

To get your Perfex CRM API Token, you can follow these steps:

  • Go to your Perfex CRM dashboard.
  • On the left sidebar, search for API.
  • Click on API and then API Management.
  • Click on the New Token button.
  • Give your API Token a name and an expiration date.
  • Select the permissions that you want your API Token to have.
  • Click on “To Send” button to create API Token.
  • Your API Token will be displayed.
  • Copy your API Token.
  • Paste your API Token into the integration’s Access API Token field.

Once you have successfully entered your API URL and API Token, click “Authorize” to proceed.

Once you have successfully authorized your account, Click “Next” to proceed with configuring the remaining integration settings.

Perfex CRM next

Once the authorization process is finished, select an action from the dropdown option.

Perfex CRM create customer

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Perfex CRM.

Once you’ve finished mapping the field, proceed by clicking “Next” to save the integrations.

Perfex CRM Map fields

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Perfex CRM Integration Save

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Perfex CRM Integration timeline
Perfex CRM Integration timeline success

Use Case

Contact Form 7 with Perfex CRM

Optimize your customer relationship management with the integration of Contact Form 7 and Perfex CRM. Seamlessly capture and transfer contact information from your forms to your Perfex CRM database. Utilize Contact Form 7 to automatically populate Perfex CRM with essential data, streamlining your lead and customer management. Explore this integration to enhance your CRM strategy and improve customer relationships for better results.

Everest Forms with Perfex CRM

Enhance your customer relationship management strategy by integrating Everest Forms with Perfex CRM. Seamlessly capture and transfer contact information from your forms to your Perfex CRM database. Utilize Everest Forms to automatically populate Perfex CRM with essential data, streamlining your lead and customer management. Explore this integration to optimize your CRM efforts and improve customer relationships for better results.

FormCraft with Perfex CRM

Optimize your customer relationship management strategy with the integration of FormCraft and Perfex CRM. Seamlessly capture and transfer contact information from your forms to your Perfex CRM database. Utilize FormCraft to automatically populate Perfex CRM with essential data, streamlining your lead and customer management. Explore this integration to refine your CRM processes and improve customer relationships for better results.

PAFE Form with Perfex CRM

Elevate your customer relationship management strategy by integrating PAFE Form with Perfex CRM. Seamlessly capture and transfer contact information from your forms to your Perfex CRM database. Utilize PAFE Form to automatically populate Perfex CRM with essential data, streamlining your lead and customer management. Explore this integration to optimize your CRM efforts and improve customer relationships for better results.

Forminator Forms with Perfex CRM

Optimize your customer relationship management strategy with the integration of Forminator Forms and Perfex CRM. Seamlessly capture and transfer contact information from your forms to your Perfex CRM database. Utilize Forminator Forms to automatically populate Perfex CRM with essential data, streamlining your lead and customer management. Explore this integration to refine your CRM processes and improve customer relationships for better results.

Ninja Forms with Perfex CRM

Enhance your customer relationship management strategy with the integration of Ninja Forms and Perfex CRM. Seamlessly capture and transfer contact information from your forms to your Perfex CRM database. Utilize Ninja Forms to automatically populate Perfex CRM with essential data, streamlining your lead and customer management. Explore this integration to optimize your CRM efforts and improve customer relationships for better results.

weForms with Perfex CRM

Elevate your customer relationship management strategy by integrating weForms with Perfex CRM. Seamlessly capture and transfer contact information from your forms to your Perfex CRM database. Utilize weForms to automatically populate Perfex CRM with essential data, streamlining your lead and customer management. Explore this integration to optimize your CRM efforts and improve customer relationships for better results.

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