PerfexCRM

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

PerfexCRM integration - plugin settings

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

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