Gravity Forms - Perfex CRM Integration 3.0.0

Integrating Gravity Forms with Perfex CRM is a powerful way to automate your lead generation and customer management. By connecting these two, every time someone fills out a form on your WordPress site, the data is automatically pushed into Perfex as a Lead, Project, or Customer.Since there is no "native" button inside Gravity Forms for Perfex, you typically achieve this integration in one of three ways:## 1. Dedicated Integration Add-ons (Recommended)Several developers offer "Perfex CRM Integration" plugins specifically for Gravity Forms. These are the easiest to set up.How it works: You install a small "bridge" plugin on WordPress.The Process: 1. Enter your Perfex API URL and API Token in the plugin settings. 
2. Go to your Gravity Form > Settings > Perfex CRM. 
3. Map the fields: Link the "First Name" field in Gravity Forms to the "First Name" field in Perfex.Pros: Supports custom fields, handles file attachments, and is very reliable.## 2. Using the Perfex API (Manual)If you are comfortable with a little bit of PHP, you can use the gform_after_submission hook to send data directly to the Perfex API.The Process: You write a function in your functions.php file that captures the form entry and uses wp_remote_post() to send that data to your Perfex installation’s API endpoint.Pros: No extra plugin costs; total control over data.Cons: Requires coding knowledge and maintenance.## 3. Using Zapier or Make.com (Automation Platforms)If you already use an automation tool, you can connect them without a specific "bridge" plugin.The Process: * Trigger: Gravity Forms "New Form Submission."Action: Perfex CRM "Create Lead."Pros: Allows you to add "filters" (e.g., only send to Perfex if the user selects "Commercial Service").Cons: Usually requires a monthly subscription to the automation platform.## Why Integrate Gravity Forms with Perfex?FeatureBenefitInstant LeadsSales teams can call a lead seconds after they hit "Submit."No Manual EntryEliminates human error and saves hours of copy-pasting data.Auto-TaggingAssign leads to specific staff members based on the form they filled out.File SyncSend resumes or site photos from the form directly into the Perfex Lead profile.## Important Setup RequirementsBefore you start, ensure you have:API Enabled in Perfex: Go to Setup > Settings > API in your Perfex dashboard and generate an API Token.Gravity Forms Installed: Ensure your forms are active and testing correctly on the WordPress side.Permalinks: Ensure your WordPress permalinks are set to anything other than "Plain" for the API to communicate correctly.