Table of Contents
eForm – Perfex CRM Integration
Demo Video
The plugin has the flexibility to import/seize clients from eForm! To routinely add/replace eForm submissions to your Perfex CRM!
Options
- Straightforward use
- Helps customized fields
- Robotically add/replace
- SYNC with Submissions
- Simply combine your eForm kind with Perfex CRM Buyer, Contacts, Staffs, Leads, Invoices, Duties, Tickets
- Built-in eForm kind can routinely add/replace your web site new kind submissions to your Perfex CRM Buyer, Contacts, Staffs, Leads, Invoices, Duties, Tickets
- Assist Perfex CRM Customized Fields (Telephone, Picklist, Multi-Picklist, Date, E mail, Textual content, and many others…).
- Simply map your eForm fields to your Perfex CRM Lead fields.
- Built-in eForm can routinely add/replace your web site new kind submissions to your Perfex CRM.
- Combine limitless eForm.
- Part for view Perfex CRM API error logs.
- And extra…
Simply combine Perfex Buyer.
When person submits this way, it’ll added to Perfex CRM Buyer will all the main points which fields are mapped with Perfex CRM Fields.
Simply combine Perfex Contacts.
When person submits this way, it’ll added to Perfex CRM Contacts will all the main points which fields are mapped with Perfex CRM Fields.
Simply combine Perfex Staffs.
When person submits this way, it’ll added to Perfex CRM Staffs will all the main points which fields are mapped with Perfex CRM Fields.
Simply combine Perfex Leads.
When person submits this way, it’ll added to Perfex CRM Leads will all the main points which fields are mapped with Perfex CRM Fields.
Simply combine Perfex Invoices.
When person submits this way, it’ll added to Perfex CRM Invoices will all the main points which fields are mapped with Perfex CRM Fields.
Simply combine Perfex TasksTasks.
When person submits this way, it’ll added to Perfex CRM Duties will all the main points which fields are mapped with Perfex CRM Fields.
Simply combine Perfex Tickets.
When person submits this way, it’ll added to Perfex CRM Tickets will all the main points which fields are mapped with Perfex CRM Fields.
Necessities
