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Plugin Description
Demo Video
The plugin has the ability to import/capture customers from eForm! To automatically add/update eForm submissions to your Perfex CRM!
Features
- Easy use
- Supports custom fields
- Automatically add/update
- SYNC with Submissions
- Easily integrate your eForm form with Perfex CRM Customer, Contacts, Staffs, Leads, Invoices, Tasks, Tickets
- Integrated eForm 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 eForm fields to your Perfex CRM Lead fields.
- Integrated eForm can automatically add/update your site new form submissions to your Perfex CRM.
- Integrate unlimited eForm.
- 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.
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.
Requirements
eForm plugin
