Perfex CRM + WPForms

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.

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.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry is submitted.

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

    Creates a Lead in the system.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
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)
wpforms logo
wpforms logo

About WPForms

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.
Learn more

Related categories

  • Forms & Surveys
  • WordPress

Similar apps

Gravity Forms integrationsGravity Forms integrations

Gravity Forms

Forms & Surveys, WordPress
Formidable Forms integrationsFormidable Forms integrations

Formidable Forms

Forms & Surveys, WordPress
123FormBuilder integrations123FormBuilder integrations

123FormBuilder

Forms & Surveys