Elementor Forms - Perfex CRM Integration 1.0.4

Integrating Elementor Forms with Perfex CRM allows you to automatically turn website inquiries into leads, customers, or support tickets without manual data entry.

Since Perfex CRM is a self-hosted system, there are three primary ways to bridge the gap between your WordPress site and your CRM.

1. Dedicated Integration Plugins (Easiest)

There are several "bridge" plugins designed specifically for this task. These typically require you to install a small module in Perfex and a plugin in WordPress.

Elementor Forms – Perfex CRM Integration (by Yee Add-ons): A direct connector that maps your Elementor form fields (Name, Email, Message) to Perfex fields (Leads, Customers, or Tasks).

Bit Integrations: A popular "no-code" automation plugin for WordPress. It natively supports Elementor as a trigger and Perfex CRM as an action. It is highly recommended if you want to set up conditional logic (e.g., "Only send to Perfex if the user selects 'Sales'").

2. Using Webhooks (No Plugin Required)

Elementor Pro includes a native Webhook action that can send data to any external URL.

In Elementor: Go to your Form settings > Actions After Submit > add Webhook.

In Perfex: You will need the REST API Module (available on CodeCanyon) for Perfex CRM.

The Process: You provide the API URL from Perfex to the Elementor Webhook field. When the form is submitted, the data is pushed directly to the Perfex API.

3. Automation Platforms (Zapier / Pabbly / Make)

If you want to add "steps" in between (like sending a Slack message and adding to Perfex), use a third-party integrator.

Zapier: Use the "Webhooks by Zapier" trigger to catch the Elementor submission, then use the "Perfex CRM" action to create the lead.

Pabbly Connect: Often preferred by Perfex users because it is more cost-effective for high volumes and has a very reliable Perfex integration.

Comparison of Integration Methods

Method

Technical Skill

Cost

Best For

Bit Integrations

Low

~$19 - $49

Users who want a simple UI inside WordPress.

Perfex REST API

Moderate

One-time fee

Direct, fast, and no middleman.

Zapier/Pabbly

Low

Monthly fee

Multi-step workflows (e.g., CRM + Email Marketing).

Important Prerequisites

[!NOTE]

Regardless of the method you choose, you almost always need the Perfex CRM REST API Module installed on your Perfex instance to allow external apps (like WordPress) to talk to it.

Would you like me to help you find the specific API documentation for Perfex, or would you prefer a step-by-step on how to use the Webhook method?