Cognito Forms + Perfex CRM

Create new Perfex CRM customers from new Cognito Forms entries

Streamline your customer onboarding process with this seamless workflow. Whenever a new entry is submitted on Cognito Forms, this automation will instantly create a new customer in Perfex CRM. By bridging the gap between form submissions and customer management, you can spend less time transferring data manually and more time growing your customer relationships.

Streamline your customer onboarding process with this seamless workflow. Whenever a new entry is submitted on Cognito Forms, this automation will instantly create a new customer in Perfex CRM. By bridging the gap between form submissions and customer management, you can spend less time transferring data manually and more time growing your customer relationships.

  1. When this happens...
    Cognito FormsCognito Forms
    New Entry

    Triggers when someone fills out your form.

    TriggerInstant
  2. automatically do this!
    Perfex CRMPerfex CRM
    Create Customer

    Creates a Customer in the system.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • IdRequired

    • FormRequired

    Action
    Write
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
cognito-forms logo
cognito-forms logo

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn more

Related categories

  • Forms & Surveys

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perfex-crm logo
perfex-crm logo

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.
Learn more

Related categories

  • CRM (Customer Relationship Management)