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Preview: Fluent Forms Perfex CRM Integration

Table of Contents

Fluent Forms – Perfex CRM Integration

Demo Video

The plugin has the flexibility to import/seize prospects from Fluent Forms! To mechanically add/replace Fluent Forms submissions to your Perfex CRM!

Options

Straightforward use
Helps customized fields
Robotically add/replace
SYNC with Submissions
Simply combine your Fluent Forms type with Perfex CRM Buyer, Contacts, Staffs, Leads, Invoices, Duties, Tickets
Built-in Fluent Forms type can mechanically add/replace your web site new type submissions to your Perfex CRM Buyer, Contacts, Staffs, Leads, Invoices, Duties, Tickets
Help Perfex CRM Customized Fields (Cellphone, Picklist, Multi-Picklist, Date, E mail, Textual content, and so forth…).
Simply map your Fluent Forms fields to your Perfex CRM Lead fields.
Built-in Fluent Forms can mechanically add/replace your web site new type submissions to your Perfex CRM.
Combine limitless Fluent Forms.
Part for view Perfex CRM API error logs.
And extra…

Simply combine Perfex Buyer.

When consumer submits this kind, it’ll added to Perfex CRM Buyer will all the small print which fields are mapped with Perfex CRM Fields.

Simply combine Perfex Contacts.

When consumer submits this kind, it’ll added to Perfex CRM Contacts will all the small print which fields are mapped with Perfex CRM Fields.

Simply combine Perfex Staffs.

When consumer submits this kind, it’ll added to Perfex CRM Staffs will all the small print which fields are mapped with Perfex CRM Fields.

Simply combine Perfex Leads.

When consumer submits this kind, it’ll added to Perfex CRM Leads will all the small print which fields are mapped with Perfex CRM Fields.

Simply combine Perfex Invoices.

When consumer submits this kind, it’ll added to Perfex CRM Invoices will all the small print which fields are mapped with Perfex CRM Fields.

Simply combine Perfex Duties.

When consumer submits this kind, it’ll added to Perfex CRM Duties will all the small print which fields are mapped with Perfex CRM Fields.

Simply combine Perfex Tickets.

When consumer submits this kind, it’ll added to Perfex CRM Tickets will all the small print which fields are mapped with Perfex CRM Fields.

Necessities

Fluent Forms plugin