WordFex – Syncronize WordPress with Perfex
$39.00
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WordFex: Syncronize WordPress with Perfex – A Comprehensive Review
I recently had the opportunity to test out WordFex, a WordPress plugin that allows you to synchronize new user signups from your WordPress or WooCommerce website with Perfex’s CRM Leads/Customers. As someone who is familiar with both platforms, I was excited to see how seamlessly this plugin integrates the two.
What is WordFex?
WordFex is a WordPress plugin that enables you to sync new user signups from your WordPress or WooCommerce website with Perfex’s CRM Leads/Customers. Once enabled and configured, the plugin will automatically sync new users/customers from your WordPress installation with your Perfex CRM’s respective section (Leads/Customers).
Key Features
- Syncs new user signups from WordPress or WooCommerce with Perfex’s CRM Leads/Customers
- Supports both Leads and Customers controllers
- Syncs default user data, including First name, Last name, Email, and Website
- Configurable using provided documentation
Prerequisites
To use WordFex, you’ll need to have the following:
- A WordPress website with or without WooCommerce
- Perfex REST API
- One minute of your free time to configure the plugin using our provided documentation
Installation and Configuration
The installation process is straightforward, taking only a few seconds to complete. Once installed, you’ll need to configure the plugin by following the provided documentation. This process is relatively easy and shouldn’t take more than a few minutes to complete.
Support
The support team is responsive and helpful, with a few seconds response time to any support tickets raised. They’re also happy to help with any custom integration requests.
Version History
WordFex has undergone two major updates, with the latest version (1.1) adding support for the Customers controller. This allows you to sync new WordPress users/clients with Perfex CRM Customers.
Rating
Based on my experience with WordFex, I’m giving it a score of 4.83 out of 5 stars. The plugin is easy to install and configure, and the support team is responsive and helpful. While there are some limitations to the plugin, I’m impressed with the level of integration it provides between WordPress and Perfex.
Conclusion
WordFex is an excellent plugin for anyone looking to synchronize new user signups from their WordPress or WooCommerce website with Perfex’s CRM Leads/Customers. With its ease of installation and configuration, responsive support team, and comprehensive feature set, I highly recommend WordFex to anyone looking to streamline their customer management process.
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Introduction:
Are you looking for a way to seamlessly integrate your WordPress website with your Perfex CRM? Look no further! WordFex is a powerful plugin that allows you to synchronize data between your WordPress website and Perfex CRM, creating a streamlined workflow for managing your customers and contacts.
In this tutorial, we will walk you through the step-by-step process of setting up and using the WordFex plugin to synchronize your WordPress website with Perfex CRM. This will enable you to share data, automate tasks, and enhance the overall functionality of your website.
Prerequisites:
- WordPress website with a latest version
- Perfex CRM account with API credentials
- WordFex plugin installed and activated
- Basic understanding of WordPress and Perfex CRM functionality
Step 1: Install and Activate the WordFex Plugin:
- Log in to your WordPress dashboard.
- Click on "Plugins" and then click on "Add New."
- Search for "WordFex" in the search bar and select the plugin from the search results.
- Click "Install Now" to install the plugin.
- Once installed, click "Activate" to activate the plugin.
Step 2: Set Up Your Perfex API Credentials:
- Log in to your Perfex CRM account.
- Click on "Settings" and then click on "API."
- Note down your API Key, API Secret, and Subdomain.
- Copy the API Key and API Secret and save them securely.
Step 3: Configure WordFex Settings:
- Log in to your WordPress dashboard.
- Go to the WordFex settings page by clicking on "WordFex" in the sidebar or by typing "wordfex settings" in the search bar.
- Click on the "Perfex" tab.
- Enter your Perfex Subdomain, API Key, and API Secret in the respective fields.
- Choose the synchronization settings: "Create/Update", "Create", or "Update". This determines whether you want to create, update, or both update and create records in your Perfex CRM.
Step 4: Define the Synchronization:
- In the "Synchronization" tab, select the fields you want to synchronize between your WordPress website and Perfex CRM.
- Choose the record types: "Contact" or "Company".
- Set the synchronization options: "Create/Update", "Create", or "Update".
Step 5: Test the Synchronization:
- Go to the WordFex settings page again.
- Click on the "Test" button to test the synchronization settings.
- Verify that the records are being synced correctly.
Step 6: Automate Tasks:
- Using the WordFex "Actions" feature, create custom workflows to automate tasks such as sending welcome emails, updating CRM records, or triggering notifications.
- Set up conditional statements to trigger actions based on specific conditions.
Troubleshooting:
- Check the WordFex logs for any error messages.
- Check the Perfex CRM for any error messages.
- Verify that the API credentials are correct and working.
Conclusion:
Congratulations! You have successfully set up and configured WordFex to synchronize your WordPress website with Perfex CRM. This integration allows you to streamline your workflows, automate tasks, and enhance the overall functionality of your website.
Here is the settings example:
Global Settings
- Enable wordfex:
On - Wordfex API Key:
YOUR_API_KEY_HERE - Wordfex API Server:
https://wordfex.com/api/v1
WordPress Connection Settings
- WordPress Instance URL:
http://example.com - WordPress Username:
admin - WordPress Password:
your_password_here
Perfex Connection Settings
- Perfex URL:
https://perfex.com - Perfex API Key:
YOUR_API_KEY_HERE
Sync Settings
- Enable Sync:
On - Sync Interval (in minutes):
10 - Sync Categories (comma separated):
post_type=product
Post-Sync Settings
- Merge existing posts:
No - Delete WordPress draft posts:
Yes
Here are the features mentioned in the content:
- Sync new user signups from WordPress or WooCommerce with Perfex CRM Leads/Customers
- Synchronizes default data of a WordPress user (First name/Last Name/Email/Website)
- Support for additional fields in Perfex CRM (via support ticket)
- Configurable using provided documentation
- Automatic installation, activation, and integration
- Support for Customers controller (Version 1.1)
- Initial version fully compatible with latest versions of WordPress, Perfex CRM, and Perfex REST API (Version 1.0)
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