Fluent Forms – Perfex CRM Integration Wordpress Plugin - Rating, Reviews, Demo & Download

Fluent Forms – Perfex CRM Integration Preview Wordpress Plugin - Rating, Reviews, Demo & Download
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Plugin Description

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 Customer, Contacts, Staffs, Leads, Invoices, Tasks, Tickets
  • Integrated Fluent 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 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 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 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 user submits this form, it’ll added to Perfex CRM Tickets will all the details which fields are mapped with Perfex CRM Fields.

Requirements

Fluent Forms plugin

PDF WordPress


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