The Power of Integrating Fluent Forms and PerfexCRM

Integrate Fluent Forms + PerfexCRM

John had been wrestling with the challenges of improving his company’s customer relationship management system for months. The stress was wearing him down, and he was desperately seeking a solution. 

James, sensing John’s frustration, struck up a conversation and learned about John’s CRM woes.

As they talked, James couldn’t help but notice the weight on John’s shoulders. He could understand how John’s company’s CRM was falling short, resulting in missed opportunities and unhappy customers. So he introduced him to the idea of integrating Fluent Forms with PerfexCRM, a potential game-changer for their CRM struggles.

Why Integrate Fluent Forms + PerfexCRM

James leaned forward sensing John’s growing curiosity. It was time to unveil the hidden power of integrating Fluent Forms and PerfexCRM, a potential game-changer for John’s struggling company.

“John,” James began, “picture your business as a well-oiled machine, with different parts working together seamlessly. Now, think of Fluent Forms and PerfexCRM as two essential parts. They have their strengths, but integrating them is like aligning these parts perfectly to boost efficiency and productivity.”

John’s interest grew as he visualized the analogy. 

James continued, “By integrating Fluent Forms and PerfexCRM, you’re creating a supercharged system that combines lead generation with customer relationship management.”

And this combination comes with plenty of advantages as follows –

Advantages of Connecting Fluent Forms + PerfexCRM

💪Streamlined Data Flow:  Seamless data transfer between lead generation (Fluent Forms) and customer relationship management (PerfexCRM), reducing manual data entry and minimizing errors.

💪Enhanced Customer Insights: John’s company will gain a 360-degree view of their customers, enabling them to tailor their interactions and marketing efforts more effectively.

💪Effortless Automation: Fluent Forms and PerfexCRM integration will enable automated workflows, reducing the need for repetitive tasks and freeing up valuable time and resources.

💪Improved Lead Conversion: There will be quick and efficient lead nurturing, increasing the likelihood of converting prospects into loyal customers.

💪Real-time Updates: Any changes or interactions with leads and customers would be updated in real-time, ensuring that John’s team always had the latest information at their fingertips.

Powerful Ways To Connect Fluent Forms + PerfexCRM

As James continued to explain, he shared certain ways to connect Fluent Forms and PerfexCRM:

▶️You can configure Fluent Forms to capture leads and automatically send them to PerfexCRM. This ensures that no potential customer slips through the cracks.

Create PerfexCRM contact for new Fluent Forms form submission

Activate

Create PerfexCRM customer for new Fluent Forms form submission

Activate

▶️You can set certain conditions to the integration and turn on the automation accordingly

When Form is submitted in Fluent Forms > Check any condition > Add staff in PerfexCRM

Activate

When Form is submitted in Fluent Forms > Check any condition > Create lead in PerfexCRM

Activate

Find all the powerful ways to connect Fluent Forms + PerfexCRM or create your own integration In clicks.

How Does Fluent Forms Work?

James continued his explanation, providing John with a comprehensive understanding of how Fluent Forms worked. He wanted to ensure that John grasped the practical aspects of this tool.

Fluent Forms is a powerful WordPress plugin designed to simplify the process of creating and managing forms on a website. It’s known for its user-friendly interface, drag-and-drop functionality, and a wide array of features that make it an ideal choice for capturing crucial customer data.

James elaborated on the key functionalities of Fluent Forms:

▶️Fluent Forms comes with an intuitive form builder that allows users to create forms by simply dragging and dropping elements like text fields, checkboxes, radio buttons, and more. 

▶️The plugin offers extensive customization options, including the ability to change the appearance of forms, add conditional logic, and set up email notifications for form submissions. 

▶️Seamlessly integrates with various platforms and services, allowing for the smooth transfer of data between different tools. 

▶️This is especially useful when integrating with CRM systems like PerfexCRM, as it enables automated lead capture and management.

How Does PerfexCRM Work?

Transitioning to PerfexCRM, James provided John with insights into how this CRM system functioned. Understanding PerfexCRM was crucial for him to see how the integration would complement his company’s operations.

PerfexCRM is a comprehensive Customer Relationship Management (CRM) system designed to help businesses manage their customer interactions, sales processes, and overall customer data efficiently. 

James highlighted key features of PerfexCRM:

▶️PerfexCRM allows users to store and organize detailed information about their contacts, including customers, leads, and prospects. 

▶️Users can set up automated workflows and task reminders, ensuring that important follow-ups, appointments, and deadlines are never missed.

▶️Businesses can track sales opportunities from lead generation to conversion. The system helps sales teams prioritize and nurture leads, increasing the chances of closing deals successfully.

▶️Provides customizable dashboards that allow users to view critical metrics and data at a glance. 

▶️This feature enables real-time monitoring of sales activities, lead pipelines, and customer interactions.

How Integrately Enables Powerful Integrations

James leaned in, eager to explain how Integrately was instrumental in making Fluent Forms and PerfexCRM connection not only possible but also efficient and powerful.

“John,” he started, “consider Integrately as the magician’s tool that connects the gap between your lead generation (Fluent Forms) and your customer relationship management (PerfexCRM). It is the enabler for your integration process, bringing automation and easy data flow.”

Integrately works in the following ways:

💪Integrately boasts an extensive library of pre-built integrations. This means that it likely already supports the integration between Fluent Forms and PerfexCRM. No need to start from scratch or spend endless hours on custom coding.

💪It offers an intuitive, user-friendly interface that simplifies the integration process. Even non-technical users can navigate through it comfortably.

💪There are pre-configured integration scenarios that you can choose and customize to match your business needs. It’s like having a cheat sheet for setting up your integration.

John nodded in agreement, feeling enlightened. He realised now how important Integrately would be in simplifying the integration process and releasing the full power of Fluent Forms and PerfexCRM in tandem.

How To Integrate Fluent Forms With PerfexCRM

Follow the following steps to integrate Fluent Forms with PerfexCRM

Step 1: Go to Integrately and sign up yourself

Step 2: Look for Fluent Forms in the search bar

Step 3: Look for PerfexCRM as the second app

Step 4: Activate the one-click automation to get started

Step 5: Connect your accounts to Integrately and allow permissions

Step 6: Once connected, you can start mapping fields and other required details

Step 7: Take a test to check whether the automation is working fine

Step 8: Now you can make it Live!