PerfexCRM + WPForms Integration

Connect PerfexCRM to WPForms in 1 click

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Form is submitted in WPForms Instant

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Ready Workflows for PerfexCRM + WPForms Integration

Just click on the workflow you want to automate

Most popular automations

Create PerfexCRM contact for new WPForms form submission

When someone completes your WPForms, 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 WPForms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a WPForms - 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 WPForms form submission

WPForms + PerfexCRM Integration

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

WPForms + PerfexCRM Integration

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

WPForms + PerfexCRM Integration

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Who Is This Integration For?

Small Business Owners

Freelancers

Marketing Teams

Consultants

Event Planners

Small Business Owners

Small business owners often struggle to efficiently capture leads from their website forms and organize them within their CRM. They need a seamless way to ensure every potential customer is tracked and can be followed up with, without manual data entry.

Freelancers

Freelancers often miss out on opportunities because they forget to log leads or client inquiries from their website into their CRM, leading to lost business and follow-up inconsistency.

Marketing Teams

Marketing teams face challenges in syncing lead data from different channels to their CRM for cohesive tracking and analysis. They need their landing page interactions and form submissions to directly influence their CRM data in real-time.

Consultants

Consultants receive numerous inquiries via forms on their websites but struggle to organize this data manually in their CRM, affecting their client management and service delivery.

Event Planners

Event planners need to keep track of attendees and interested parties, but manually inputting attendee data from web forms into a CRM system is time-consuming and prone to errors.

Try This Integration – No Code Needed

What Can You Automate With PerfexCRM + WPForms

Automatically Log Website Inquiries in PerfexCRM

When a new inquiry is submitted via your WPForms, automatically create a new lead in PerfexCRM. This saves you time and ensures no potential client falls through the cracks.

Sync Contact Details from WPForms to PerfexCRM

Automatically transfer contact details from your WPForms submissions to PerfexCRM. This keeps your CRM updated with accurate information without manual effort.

Capture Feedback from WPForms in PerfexCRM

As soon as feedback is submitted via WPForms, record it in PerfexCRM. This helps you centralize customer insights, making them easily accessible for future follow-ups.

Track Event Registration through WPForms to PerfexCRM

Whenever an event registration is made via WPForms, automatically add the details to PerfexCRM. It helps you manage your attendees list and plan efficiently without manual data entry.

Create CRM Tasks for New Form Submissions

For every new submission received in WPForms, generate a task in PerfexCRM to follow up. This ensures you stay on top of potential leads and commitments arising from form entries.

And much more...

Start Automating In Minutes

Top 10 Most Popular PerfexCRM Automations from
Integrately Community

Just click on the workflow you want to automate

Create PerfexCRM contact for new WordPress user

Create PerfexCRM contact for new Elementor Forms form submission

Create PerfexCRM contact for new WPForms form submission

Create PerfexCRM contact for new WHMCS contact

Create PerfexCRM contact for new Google Sheets row

Create PerfexCRM contact for new WordPress user

Create PerfexCRM contact for new Elementor Forms form submission

Create PerfexCRM contact for new WPForms form submission

Create PerfexCRM contact for new WHMCS contact

Create PerfexCRM contact for new Google Sheets row

Create PerfexCRM customer for new Microsoft Excel row

Create PerfexCRM contact for new Square customer

Create PerfexCRM contact for new Notion database item

Create PerfexCRM contact for new Microsoft Excel row

Create PerfexCRM contact for new PostgreSQL row

Create PerfexCRM customer for new Microsoft Excel row

Create PerfexCRM contact for new Square customer

Create PerfexCRM contact for new Notion database item

Create PerfexCRM contact for new Microsoft Excel row

Create PerfexCRM contact for new PostgreSQL row

Top 10 Most Popular WPForms Automations from
Integrately Community

Most popular

01

Create WooCommerce order for new WPForms form submission

02

Create Microsoft Excel row for new WPForms form submission

03

Create Monday.com item for new WPForms form submission

04

Send Online Live Support message for new WPForms form submission

05

Create MemberPress member from new WPForms form submission

cloud

app integration

06

Create PerfexCRM contact for new WPForms form submission

07

Create ClickUp task for new WPForms form submission

08

Create WooCommerce customer from new WPForms form submission

09

Create WooCommerce product from new WPForms form submission

10

Send Twilio sms for new WPForms form submission

How Integrately Works?

How Integrately Works?

1

Select Automation

Select a trigger from Google Sheets

2

Connect Accounts

Connect Accounts

That’s it! You just connected Google Sheets to Trello

3

Automation is ready

Setup an action from Trello

Connect PerfexCRM + WPForms Now

In Just 1 Click!

Price Comparison with Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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