Elementor Forms + PerfexCRM Integration

Connect Elementor Forms to PerfexCRM in 1 click

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Form is submitted in Elementor Forms Instant

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Ready Workflows for Elementor Forms + PerfexCRM Integration

Just click on the workflow you want to automate

Most popular automations

Create PerfexCRM contact for new Elementor Forms form submission

When someone completes your Elementor Forms, a new contact is automatically created in your PerfexCRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Elementor Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Elementor Forms - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.

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Create PerfexCRM customer for new Elementor Forms form submission

Elementor Forms + PerfexCRM Integration

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

Elementor Forms + PerfexCRM Integration

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

Elementor Forms + PerfexCRM Integration

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Who Is This Integration For?

Freelancers

Agencies

Small Business Owners

Digital Marketing Consultants

Event Planners

Freelancers

Freelancers often juggle multiple projects and clients. When they receive inquiries through their ElementorForm website, they need a seamless way to track potential clients and follow up effectively without missing out on opportunities.

Agencies

Agencies get numerous contact requests daily through ElementorForm on their websites. Managing these requests manually can lead to delays and errors, and introducing them directly into PerfexCRM can help automate their project management.

Small Business Owners

Small business owners rely on online forms to capture customer inquiries and leads. They often struggle to manually input this data into their CRM (PerfexCRM), which can be error-prone and time-consuming.

Digital Marketing Consultants

Digital marketing consultants need to track leads quickly and efficiently from multiple landing pages. Having data automatically populate in PerfexCRM from ElementorForm helps them keep their focus on strategic tasks without the hassle of manually transferring data.

Event Planners

Event planners receive numerous booking inquiries online. It is challenging for them to track this influx of data manually, which can be cumbersome and risky if any detail is overlooked. Integrating ElementorForm with PerfexCRM ensures all bookings are automatically organized.

Try This Integration – No Code Needed

What Can You Automate With Elementor Forms + PerfexCRM

Automatically Capture New Leads

Whenever someone fills out a form on your Elementor website, their details are instantly sent to PerfexCRM. This way, you never have to worry about manually transferring lead information, ensuring you follow up promptly.

Create New Contacts Effortlessly

With each form submission on ElementorForm, a new contact is created in PerfexCRM. This automation helps keep your contact database complete and accurate without the manual input.

Add Projects from Client Inquiries

Set up ElementorForm on your project inquiry page to automatically add new projects in PerfexCRM. This ensures inquiries don't get lost and allows you to address potential projects quickly.

Schedule Tasks for Form Responses

When a specific form is completed on ElementorForm, automatically create a task in PerfexCRM. This helps you stay on top of follow-ups and other actions without the added stress of manual tracking.

Send Confirmation Emails via CRM

Upon receiving a new form submission in ElementorForm, trigger an automated email from PerfexCRM. This keeps your communication professional and timely, enhancing your client's experience.

And much more...

Start Automating In Minutes

Top 10 Most Popular Elementor Forms Automations from
Integrately Community

Just click on the workflow you want to automate

Create Monday.com item for new Elementor Forms form submission

Create Google Calendar event for new Elementor Forms form submission

Create ClickUp task for new Elementor Forms form submission

Create Zoho CRM module for new Elementor Forms form submission

Create Microsoft Excel row for new Elementor Forms form submission

Create Monday.com item for new Elementor Forms form submission

Create Google Calendar event for new Elementor Forms form submission

Create ClickUp task for new Elementor Forms form submission

Create Zoho CRM module for new Elementor Forms form submission

Create Microsoft Excel row for new Elementor Forms form submission

Create WordPress post for new Elementor Forms form submission

Create WooCommerce order for new Elementor Forms form submission

Send SendGrid email for new Elementor Forms form submission

Send Twilio sms for new Elementor Forms form submission

Create WooCommerce customer from new Elementor Forms form submission

Create WordPress post for new Elementor Forms form submission

Create WooCommerce order for new Elementor Forms form submission

Send SendGrid email for new Elementor Forms form submission

Send Twilio sms for new Elementor Forms form submission

Create WooCommerce customer from new Elementor Forms form submission

Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Most popular

01

Create PerfexCRM contact for new WordPress user

02

Create PerfexCRM contact for new Elementor Forms form submission

03

Create PerfexCRM contact for new WPForms form submission

04

Create PerfexCRM contact for new WHMCS contact

05

Create PerfexCRM contact for new Google Sheets row

cloud

app integration

06

Create PerfexCRM customer for new Microsoft Excel row

07

Create PerfexCRM contact for new Square customer

08

Create PerfexCRM contact for new Notion database item

09

Create PerfexCRM contact for new Microsoft Excel row

10

Create PerfexCRM contact for new PostgreSQL row

How Integrately Works?

How Integrately Works?

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Automation is ready

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Connect Elementor Forms + PerfexCRM Now

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Price Comparison with Popular Alternatives

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750 Tasks

in $19.⁹⁹

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in $19.⁹⁹

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You Can Also Connect Elementor Forms or PerfexCRM With 1400+ Other Apps

Elementor Forms

Elementor Forms is a complete plugin for creating dynamic forms. It allows you to create multiple fieldsets and sections, display conditional logic (if/then statements), includes conditional validation and more.

See Elementor Forms Integrations

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PerfexCRM

PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.

See PerfexCRM Integrations

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