Perfex CRM + WPForms integrations
Create new leads in Perfex CRM from new form entries in WPForms
Simplify your lead capture process with this efficient approach. When a new form entry is made in WPForms, it immediately converts to a lead in Perfex CRM. This ensures every potential customer gets enrolled in your CRM system on the spot, keeping your sales pipeline up to date without the need for manual intervention. Enhance productivity and stay ahead in customer relationship management.
- When this happens...New Form EntryTriggers when a form entry is submitted.
- automatically do this!Create LeadCreates a Lead in the system.
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More things you can do with WPForms and Perfex CRM
Discover other triggers and actions you can use with WPForms and Perfex CRM
- FormRequired
Try ItTriggerInstant- New Contract
Triggers when a new contract created.
Try ItTriggerPolling - New Estimate
Triggers when a new estimate is created.
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling
- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - New Payment
Triggers when a new payment is created.
Try ItTriggerPolling
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WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
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