Areama Documentation
All in One Support Button for WordPress
All in One Support Button for WordPress
  • Introduction
  • Plugin installation
    • Download the plugin
    • Add a plugin to your site
  • Plugin configuration
    • General settings
    • Button settings
    • Menu settings
    • Integration settings
      • Twilio
      • Telegram
      • OneSignal
      • Google reCaptcha v3
      • PerfexCRM
    • Forms
    • Email templates
    • Prompt settings
    • Live Chat Integration
      • Tawk.to
      • Crisp
      • Intercom
      • Facebook Customer Chat
      • VK community messages
      • Zendesk chat
      • Zalo chat widget
      • Live helper chat
      • Smartsupp
      • LiveChat
      • LiveChat Pro
      • LiveZilla chat widget
      • Tidio
      • Jivosite
      • Zoho SalesIQ chat widget
      • FreshChat chat widget
      • PhpLive chat widget
      • Paldesk chat widget
    • Prompt messages
    • Menu items
    • Callback requests
    • Email requests
    • Export import
    • Plugin activation
  • Changelog
  • Troubleshooting
  • FAQ
  • Support and updates
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  1. Plugin configuration
  2. Integration settings

PerfexCRM

PreviousGoogle reCaptcha v3NextForms

Last updated 2 years ago

You can automatically create leads in the PerfexCRM when one of the widget forms is submitted.

PerfexCRM requires the third-party module to be installed on your PerfexCRM instance to add API functionality. You can buy the supported API module here

To integrate PerfexCRM with AnyChat you need to enter PerfexCRM API endpoint and API token.

You can obtain your API endpoint by just adding the /api/ to your PerfexCRM installation URL. For example, the PerfexCRM root URL is https://my-crm.com/ - your API endpoint URL, in that case, will be https://my-crm.com/api/

To find the API token you need to login into your PerfexCRM admin dashboard. Then navigate to API / API Management in the left navigation (the API module must be installed).

PerfexCRM dashboard - API settings
https://codecanyon.net/item/rest-api-for-perfex-crm/25278359
PerfexCRM integration - plugin settings