Connect Perfex CRM and WordPress to unlock the power of automation
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Set up your first integration
Quickly connect Perfex CRM to WordPress with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Perfex CRM with WordPress - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contract" from Perfex CRM.
Add your action
An action happens after the trigger—such as "Upload Media" in WordPress.
You’re connected!
Zapier seamlessly connects Perfex CRM and WordPress, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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 - New Project
Triggers when a new project is created.
Try ItTriggerPolling
- 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 - Contact IdRequired
Try ItTriggerPolling
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Practical ways you can use Perfex CRM and WordPress
Post client testimonials to WordPress automatically
When a new customer is created in Perfex CRM, Zapier can automatically post their testimonial (if available) on your WordPress site. This saves you the time spent on manually uploading testimonials while ensuring your website stays updated with fresh content.
Business OwnerPublish new Perfex CRM projects to WordPress
Streamline communication about new projects by connecting your Perfex CRM and WordPress. When a new project is created in Perfex CRM, Zapier can automatically create a post on your WordPress site to announce or detail the new project. This ensures all stakeholders or customers are informed without extra manual effort.
Marketing & Marketing OpsLearn how to automate WordPress on the Zapier blog
Frequently Asked Questions about Perfex CRM + WordPress integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Perfex CRM and WordPress
How can I integrate Perfex CRM with WordPress?
You can integrate Perfex CRM with WordPress by using plugins or third-party integration tools like Zapier. These tools allow you to establish a connection where certain triggers in one platform, such as creating a new contact in WordPress, can initiate specific actions in Perfex CRM, like adding a new client.
What type of triggers are available for WordPress when integrating with Perfex CRM?
Available triggers include new post creation, user registration, form submission, and comment posting. These actions on your WordPress site can trigger certain processes or data updates in Perfex CRM.
What common actions can be automated in Perfex CRM through this integration?
By integrating with WordPress, you can automate actions such as creating new leads, updating customer details, or generating invoices whenever corresponding activities occur on your WordPress site.
Is it possible to sync contacts between Perfex CRM and my WordPress site?
Yes, syncing contacts is possible. You can set up specific triggers so that when a contact form is filled out on your WordPress site, the details are automatically added or updated in your Perfex CRM system.
Can I track form submissions from my WordPress website into Perfex CRM?
Absolutely. By using the integration tools available, you can set up a trigger based on form submissions that will record these entries directly into Perfex CRM as either leads or clients.
What should I do if there are errors during the integration process?
If errors arise during the integration process, we recommend checking the configuration settings for each tool involved and ensuring all necessary permissions are granted. Reviewing logs and documentation may also provide insights into resolving common issues.
Do I need coding skills to integrate Perfex CRM with WordPress?
No coding skills are required for most integrations when using user-friendly platforms or plugins designed for this purpose. These tools typically offer guided setups that allow non-technical users to configure integrations easily by setting up rules and actions based on specified triggers.
