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How to integrate FluentCRM with Perfex CRM only 2 easy Steps

February 29, 2024
Estimated reading: < 1 minute
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Hey, are you looking for a WordPress automation plugin that integrates FluentCRMs with Perfex CRM? Then you are in the right place. In this article, I'm going to show you how to integrate FluentCRM and Perfex CRM using Bit Integrations.

You can automate in 2 minutes without writing a single line of code.


How to install Bit Integrations from the WordPress plugin directory:

First of all, please go to WordPress admin > Plugins > Add new > Search “Bit Integrations” and install it.


How to Connect FluentCRM in Integration flow:

First Step of Integration: Select FluentCRM as a trigger to integrate & follow the below steps.

  1. Go to the Bit Integrations dashboard and click on the “Create Integration” button.
  2. Select “FluentCRM” as a trigger and select “Select a Form/Task Name” from the dropdown.

Note: for more info, please check the FluentCRM doc.


How to Connect Perfex CRM in Automation Flow:

Second Step of Integration: Select Perfex CRM integration as an action & follow the below steps.

  1. Select “Perfex CRM” as an action and authorize Perfex CRM.
  2. Map FluentCRM fields with Perfex CRM fields and save the automation.

It’s so simple and easy, isn’t it? With Bit Integrations you can connect 200+ platforms with WordPress, check the available integrations list here Link. You can create unlimited automation and integration workflow with Bit Integrations. Now, you can automate repetitive  tasks and save time, money, and resources.

(Free) Integrating FluentCRM with Perfex CRM | Step-by-Step Tutorial | Bit Integrations

More use cases of FluentCRM Integration


More use cases of Perfex CRM Integration

 

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