PerfexCRM
Last updated
Last updated
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 https://codecanyon.net/item/rest-api-for-perfex-crm/25278359
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).