Your english is outstanding, man! Muito obrigado, meu irmão! Gostei do tutorial!!

Very informative .. Thanks a lot KayCinho

@KayCinho

4 жыл бұрын

You're welcome Cengiz! Glad it helped :)

Dear Kay. Thank you very much for the video. Would you like to make another video about how can the lead is automatically created when someone registered the form on web. Thank you!

Thanks! Great Video

@KayCinho

3 жыл бұрын

You're welcome!

muito bom to assistindo seu video aqui agora Kaycinho =D

Thankyou! Great tutorial

@KayCinho

4 жыл бұрын

Glad you enjoyed it!

Merci beaucoup pour ce tuto ! top :)

@KayCinho

4 жыл бұрын

De rien! You are very welcome :)

Hey thanks for the video. It is really a very nice tutorials. I am trying the same with WPform but unable to make it.

@KayCinho

4 жыл бұрын

Thanks for your comment! Unfortunately I'm not (yet) familiar with Wp Forms. That being said have you had a looko at their documentation. It explains how you can use the same principles with pretty much any form builder. Look at the bottom of this article: help.perfexcrm.com/import-leads-from-wordpress-contact-form-7/

Hi Kay, do you know is it possible to automatically map the company to the company social profile or company contact to linkedin?

Please kindly explain how to use elementor form builder with perfex custom fields.. please kindly explain so i can have the data captured on the form inserted under the appropriate column in the perfex crm lead table. Hop to hear from you.

I have an issue with Kan-ban view , when i drag a lead to another status, and when i refresh , it returns the lead back to its initial status .. Kindly advice what to do.

Hi , I tried same but lead not coming in the CRM can you please help on it.

Can I use it with the recruitment module

Hi, in video you show a page with leads field, please could you share please ?

Thank you for this! Do you know how to create a funnel using Perfex CRM's Subscription feature that uses Stripe? For ex. I have a pricing chart that I'd I have several pricing tier, and when a person chooses one of them, I'll be able to have the submit a recurring payment and also have them sign up with my Perfex crm. Or something close to that affect.

@KayCinho

5 жыл бұрын

Hi Anthony, thanks for your comment. Glad I could help :) I haven't done it yet, may do in the future. For funnels, at the moment I use WP + Woo + Cartflows.

Hi, beautiful tutorial. But I can't understand how I can import a custom field. I created a select type field with slug "leads_area". What should I put on the elementor form? Thanks again for the tutorial.

@KayCinho

4 жыл бұрын

Hi Graziano, thanks for the kind comment. I haven't tested it with custom fields, but here is a link that may help: help.perfexcrm.com/setup-web-to-lead-form/

@renoexpertrenoexpert1532

4 жыл бұрын

hi, i want to cancell an invoice, how to do that. thanks

@oluwatosinadenuga7467

3 жыл бұрын

wao looks like what i really need.. could you solve this? please explain..

great tutorial! I've been wanting to do this for so long... always thought it wasn't possible. Question: If I'm using GSuite for my email, that won't work, correct? It has to be an email address that is hosted, with cPanel to setup Cron job... is this correct? Next, why not use Web to Lead form on the website? I think the best benefit to using Elementor Pro form, is to be able to design the form.. right? I'm currently using Web to Lead form on my website and it works... but what are the benefits to doing all this setup from Elementor Form to Lead in PerfexCRM ? Thanks!

@KayCinho

4 жыл бұрын

Hi Elyssa, thanks for watching! Yes you must be able to setup the Cronjob but not sure about Gsuite - I think it's possible in some of their plans with Google Cloud. Next: Web to lead is great, but you're right that using the Elementor Pro form gives the ability to design it. It's even better now that Elementor comes with multi-step forms. So if you have a looooong form, you can break it down into 2 or 3 steps, which makes it easier for the end user.

@ElyssaManis

4 жыл бұрын

​@@KayCinho thanks for the reply! I don't have anywhere to setup a Cronjob on GSuite... but, I wonder if I can setup another email address within PerfexCRM to be used for this purpose... I'll have to see if I can do that ... wish me luck! lol

@KayCinho

4 жыл бұрын

@@ElyssaManis You're welcome :) Yes if I recall correctly I actually use a different one for the cron job.

I'm using Gravity Forms. Are there any tutorials that can help connect it to Perfex? I also tried connecting Perfex to Google sheets since I send the form data to it - no success. Any advice would be greatly appreciated.

@holidaynight

4 жыл бұрын

Hello sir! Have you found a way to do this? I'm also looking for a way to connect Gravity Forms and Perfex, but to no avail.

@jerryanogiatis7877

3 жыл бұрын

I think this page is in the right path: stevegrunwell.com/blog/custom-field-ids-gravity-forms/

@jerryanogiatis7877

3 жыл бұрын

If you manage to make it work, let my know please..

Hi... I've been trying to do this with Fluent Forms and have to sync leads for both Fluent CRM and Perfex. However, I couldn't make this process to work. I will check again tomorrow how I can integrate the HTML email notification with the tags of fluent forms. Have you tried it with Fluent Forms before? Thanks.

@KayCinho

3 жыл бұрын

Hi Aldin, sorry I don't have Fluent Forms so couldn't say. But it should pretty much work with any form plugin.

@aldinlapinig

3 жыл бұрын

@@KayCinho no worries. was able to make it work by reading perfex docs on the matter.

@KayCinho

3 жыл бұрын

@@aldinlapinig Great!

@aldinlapinig

3 жыл бұрын

@@KayCinho Thanks to this tutorial, I wouldn't have known Perfex is capable of getting data from WP form plugins thru email. Powerful stuff... now, sales team will focus on Perfex, marketing team, will focus on the site. Separate automation on both.

@KayCinho

3 жыл бұрын

@@aldinlapinig Yes this tool is just amazing, especially for the price point

I can customize perfex adding a css admin template made with angular?

@KayCinho

4 жыл бұрын

Not sure about the angular part, but yes you can customize the admin with CSS :)