NOWPayments Payment Gateway Module for Perfex CRM

Introduction

Perfex CRM is a popular customer relationship management (CRM) software that helps businesses manage their sales, marketing, and customer service activities. To further enhance its functionality, Perfex CRM offers a range of third-party integrations, including payment gateways. NOWPayments is a popular payment gateway that allows businesses to accept cryptocurrency payments, including Bitcoin, Ethereum, and many others. In this tutorial, we will guide you through the process of setting up the NOWPayments Payment Gateway Module for Perfex CRM.

Prerequisites

Before you start, make sure you have the following:

• A Perfex CRM account
• A NOWPayments account
• A basic understanding of HTML and CSS (optional)

Step 1: Installing the NOWPayments Payment Gateway Module

To install the NOWPayments Payment Gateway Module, follow these steps:

1. Log in to your Perfex CRM account and navigate to the "Modules" section.
2. Click on the "Add Module" button and search for "NOWPayments".
3. Click on the "Install" button to install the module.
4. Wait for the installation to complete. You will receive a confirmation message once the installation is successful.

Step 2: Configuring the NOWPayments Payment Gateway Module

To configure the NOWPayments Payment Gateway Module, follow these steps:

1. Log in to your Perfex CRM account and navigate to the "Settings" section.
2. Click on the "Payment Gateways" tab and select "NOWPayments" from the list of available payment gateways.
3. Enter your NOWPayments API key and API secret key in the corresponding fields.
4. Set the payment gateway title and description to your liking.
5. Click on the "Save" button to save your changes.

Step 3: Creating a Payment Button

To create a payment button, follow these steps:

1. Log in to your Perfex CRM account and navigate to the "Contacts" or "Leads" section.
2. Click on the "Payment" button next to the contact or lead you want to create a payment button for.
3. Select "NOWPayments" as the payment gateway from the list of available options.
4. Enter the payment amount and currency in the corresponding fields.
5. Choose the payment button style and layout to your liking.
6. Click on the "Create Payment Button" button to create the payment button.

Step 4: Customizing the Payment Button

To customize the payment button, follow these steps:

1. Log in to your Perfex CRM account and navigate to the "Contacts" or "Leads" section.
2. Click on the "Payment" button next to the contact or lead you want to customize the payment button for.
3. Click on the "Edit" button next to the payment button.
4. Use the HTML and CSS editor to customize the payment button's appearance and behavior.
5. Click on the "Save" button to save your changes.

Step 5: Testing the Payment Gateway

To test the NOWPayments Payment Gateway Module, follow these steps:

1. Log in to your Perfex CRM account and navigate to the "Contacts" or "Leads" section.
2. Click on the "Payment" button next to the contact or lead you want to test the payment gateway for.
3. Select "NOWPayments" as the payment gateway from the list of available options.
4. Enter the payment amount and currency in the corresponding fields.
5. Click on the "Pay" button to initiate the payment process.
6. Follow the payment process to complete the payment.

Conclusion

In this tutorial, we have covered the steps to set up and configure the NOWPayments Payment Gateway Module for Perfex CRM. We have also covered how to create and customize payment buttons, as well as how to test the payment gateway. With these steps, you should be able to successfully integrate NOWPayments with your Perfex CRM account and start accepting cryptocurrency payments from your customers.