Elementor Forms – Perfex CRM Integration

Stop Manually Copying Leads. Automate Your Workflow Today.

Are you tired of the time-consuming task of manually transferring leads from your Elementor forms to your Perfex CRM? This tedious process is not only inefficient but also prone to human error, which can lead to lost sales opportunities. It’s a common bottleneck that prevents your business from scaling effectively.

The Elementor Forms – Perfex CRM Integration plugin is the definitive solution to this problem. This powerful WordPress addon creates a seamless bridge between your website’s forms and your customer relationship management system. Automate your entire lead capture process and ensure every single submission lands directly in Perfex CRM, ready for your sales team to act on.

Say goodbye to copy-paste and hello to streamlined efficiency. This integration empowers you to focus on what truly matters: nurturing leads and closing deals, not administrative busywork. It’s the essential tool for any business using Elementor and Perfex CRM to manage their sales pipeline.

Key Features of Elementor Forms – Perfex CRM Integration

Unlock the full potential of your lead generation strategy with a suite of powerful, easy-to-use features. This plugin is designed for simplicity and maximum impact.

• Effortless Field Mapping: Intuitively map your Elementor form fields to any standard or custom field in Perfex CRM, including leads, contacts, customers, and tickets.
• Multiple Object Creation: Go beyond just leads. Automatically create new contacts, customers, or even support tickets in Perfex CRM directly from a single form submission.
• Full Custom Field Support: Capture all the detailed information you need. The plugin fully supports mapping to custom fields you’ve created in Perfex CRM.
• File Attachment Handling: Allow users to upload files (like project briefs, resumes, or screenshots) through your Elementor form and have them automatically attached to the corresponding record in Perfex.
• Conditional Logic Integration: Use Elementor’s built-in conditional logic to decide when and how data is sent to Perfex CRM, creating smarter and more dynamic automation workflows.
• Support for All Elementor Fields: Whether you’re using a text field, email, dropdown, checkbox, or file upload, this integration handles it all seamlessly.
• Developer-Friendly & Lightweight: Built with clean, efficient code, the plugin won’t slow down your website. It’s reliable, secure, and easy to set up.

In-Depth Feature Analysis

Let’s dive deeper into the core functionalities that make this plugin a must-have for your business.

Seamless ‘No-Code’ Field Mapping

The heart of this integration is its incredibly user-friendly field mapping interface. You don’t need to be a developer or write a single line of code to connect your systems. After creating your form in Elementor, a new ‘Perfex CRM’ tab appears in the form’s actions.

From there, you simply select which Perfex object you want to create (e.g., a Lead). The plugin will then fetch all available fields from your Perfex CRM instance via its API. You can then use simple dropdown menus to match each Elementor form field—like ‘First Name’, ‘Email Address’, or ‘Company Name’—to its corresponding field in Perfex.

This visual mapping process takes minutes to set up but saves you hours of manual data entry every week. It’s a true set-it-and-forget-it solution for your lead management.

Versatile Object Creation (Leads, Contacts, Tickets)

Your website forms serve multiple purposes, and your CRM integration should too. This plugin offers unparalleled flexibility by allowing you to create various types of records in Perfex CRM, not just leads. This versatility transforms how you can automate different parts of your business.

Imagine the possibilities:

• Sales Inquiry Form: Automatically creates a new ‘Lead’ in your sales pipeline.
• Support Request Form: Instantly generates a ‘Ticket’ assigned to your support department.
• Client Onboarding Form: Creates a ‘Customer’ and a ‘Contact’ record simultaneously, kicking off your new project workflow.

This multi-object support means you can consolidate your automation efforts into one powerful tool, streamlining operations across sales, support, and client management.

Advanced Custom Field & File Upload Support

Standard fields are often not enough to capture the specific data your business needs. That’s why full support for custom fields is a game-changer. If you’ve added custom fields in Perfex CRM—such as ‘Budget Range’, ‘Project Type’, or ‘How Did You Hear About Us?’—this plugin can map to them perfectly.

Furthermore, the ability to handle file attachments adds another layer of automation. When a potential client uploads a project brief or a user submits a screenshot for a support ticket, that file is sent directly to Perfex and attached to the newly created record. This keeps all relevant information consolidated in your CRM, providing your team with the complete context they need without having to search through emails.

Who Is This Plugin For?

This integration is the perfect automation tool for any individual or organization that relies on Elementor for their website and Perfex CRM for their operations.

Digital & Marketing Agencies

Automate your client intake process. Funnel leads from your website’s contact form directly into your Perfex pipeline, assign them to account managers, and track the entire sales journey from a single dashboard.

Freelancers & Consultants

Impress potential clients with a professional and efficient process. Capture every inquiry from your portfolio or services page and manage your projects and contacts in Perfex without any manual data entry.

SaaS and Tech Companies

Streamline your user support and sales funnels. Use Elementor forms for demo requests, feature inquiries, and bug reports, and have them automatically create leads or support tickets in Perfex CRM.

Service-Based Businesses

Whether you’re a lawyer, contractor, or financial advisor, this plugin helps you manage new client requests effortlessly. Capture detailed information through your forms and have it organized in your CRM before you even make the first call.

Why Choose This Version? The Power of Freedom and Value

When you acquire software, you should be in control. Our version of Elementor Forms – Perfex CRM Integration is distributed under the GPL, which gives you incredible advantages over traditional, restrictively licensed plugins.

Unbeatable Cost-Effectiveness

Why pay for expensive annual subscriptions that lock you into a single website? With our one-time purchase, you get the full, premium plugin at a fraction of the cost. This allows you to allocate your budget to other critical areas of your business growth.

The Freedom to Use and Innovate

The General Public License (GPL) grants you the freedom to use the software how you see fit. You can install this plugin on as many personal or client websites as you need, without ever having to purchase another license. This is a massive benefit for developers and agencies building multiple sites.

100% Safe and Original Code

We believe in transparency and security. The plugin you download is the complete, original code, free from any malware, advertising, or malicious scripts. You get the premium functionality you need with the peace of mind you deserve.

Frequently Asked Questions

Does this plugin require Elementor Pro?

Yes, the Elementor Form builder is a feature of Elementor Pro. Therefore, you must have Elementor Pro installed and activated for this integration plugin to function correctly.

Can I map to custom fields that I created in Perfex CRM?

Absolutely. This is one of the plugin’s most powerful features. It automatically detects both standard and custom fields for Leads, Contacts, Customers, and Tickets, allowing you to map any Elementor form field to them.

Is the integration compatible with the latest version of WordPress and Perfex CRM?

Yes. The plugin is maintained to ensure compatibility with the latest stable versions of WordPress, Elementor Pro, and Perfex CRM. We provide regular updates to keep the integration running smoothly and securely.

Will I receive updates for the Elementor Forms – Perfex CRM Integration plugin?

Yes. Your purchase includes access to future updates for a specified period. You can easily download new versions from your account dashboard and update the plugin on your WordPress site to get the latest features and security patches.

Can I create a Perfex support ticket with a file attachment from my form?

Yes, you can. Simply add a file upload field to your Elementor form. When you map your form to create a Perfex Ticket, you can map this file field, and the uploaded file will be automatically attached to the new ticket in your CRM.

Is it safe to use this GPL-licensed plugin on my website?

Completely. The plugin file we provide is the original, untouched code from the developer. It is 100% free of viruses, malware, or any hidden trackers. Using GPL-licensed software is a standard and secure practice within the WordPress community.