Formidable Forms + Perfex CRM

Create new Perfex CRM customers from Formidable Forms entries

Easily streamline your customer onboarding process with this automation that connects Formidable Forms to Perfex CRM. Whenever a new entry is submitted through Formidable Forms, the workflow will create a customer profile in Perfex CRM, saving you time and ensuring accurate data entry. Keep track of all customer information in one place without any manual effort.

When this happens...
New Entry
Triggers when a new form is submitted.
TriggerInstant
automatically do this!
Create Customer
Create a Customer
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Invoice
Triggers when a new invoice in created.
Trigger
Instant
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New Project
Triggers when there's a new project.
Trigger
Instant
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New Ticket
Triggers when a new support ticket is created.
Trigger
Instant
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Create Invoice
Creates a new invoice
Action
Write
Create Project
Creates a new project
Action
Write

- FormRequired
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Task
Triggers when there's a new task.
Trigger
Instant
Try It
Create Customer
Create a Customer
Action
Write
Create Lead
Creates new Lead
Action
Write
Create Task
Create a new task
Action
Write

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

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