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Add-ons for Gravity Forms

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Gravity Forms Perfex CRM Integration

The plugin has the ability to import/capture customers from Gravity Forms! To automatically add/update Gravity Forms submissions to your Perfex CRM! Have full control over what is sent, and when it is sent to get all the data you need.

Install & activate modules perfex

The installation of the module is just like any other module installation for Perfex. Login to your Perfex site and go to Setup > Modules.

At the modules page, click on choose file in upload module field. Select “upload.zip” file as showin in below screenshot. After that click on Install button.

Unzip the folder and upload the file in “modules perfex/api_crm.zip“

If module successfully installed, you will see on modules page. Click on Activate link to activate the module.

Get Url and token

Configs the plugin WordPress

Goto menu “CRM Marketing” -> “Configuration”->”Perfex” and enter API URL, API Token

If API successfully

Maps Form with Perfex

Goto menu CRM Marketing -> Choose the form

Maps Form with Perfex

Submit form and send data to Perfex

Choose the form and submit the plugin will send data to Perfex

View Logs

Goto menu CRM Marketing -> Logs

Add-ons

  • Gravity Form Connect WhatsApp
  • Gravity Forms – Sendinblue CRM Integration
  • Gravity Forms Calculations Pro
  • Gravity Forms Email Verification
  • Gravity Forms Google Sheets Document
  • Gravity Forms HubSpot CRM Integration
  • Gravity Forms International Telephone Field
  • Gravity Forms Multi-step Pro
  • Gravity Forms Perfex CRM Integration
  • Gravity Forms Pipedrive CRM Integration
  • Gravity Forms Range Slider Pro
  • Gravity Forms Sendinblue
  • Gravity Forms Signature Field
  • Gravity Forms Star Rating Field
  • Perfex CRM – Import Leads From Gravity Forms
  • WPForms Cost Calculator

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