WordFex 1.1.1 – Syncronize WordPress with Perfex
WordFex syncs new WordPress/WooCommerce signups with Perfex CRM as Leads or Customers, so you save time and keep your pipeline up to date. It maps core user data (first name, last name, email, website) automatically, requiring a Perfex REST API license for full syncing, and delivers seamless integration and up-to-date contact records. Type: WordPress plugin.
Description
WordFex is a WordPress plugin designed to keep your Perfex CRM pipeline current by syncing new signups from your WordPress and WooCommerce site. Instead of manually exporting contacts, it automatically sends user details to Perfex and creates records in the right place.
Once enabled and configured, new users/customers on your site are synced as Leads or Customers (based on your selection) in your Perfex CRM. It maps default WordPress user data—first name, last name, email, and website—so your CRM has consistent contact information.
To perform the synchronization, WordFex uses the Perfex REST API. This helps ensure seamless integration between your site and Perfex, with up-to-date contact records as your audience grows.
Main Features
- Perfex CRM synchronization — Syncs new WordPress/WooCommerce signups into your Perfex CRM.
- Leads or Customers routing — Sends each new user to the Leads or Customers section based on your configuration.
- Automatic user mapping — Transfers default user fields including first name, last name, email, and website.
- New signup capture — Triggers syncing for users as they register on your WordPress installation.
- WooCommerce integration — Works with WooCommerce customer signups to keep CRM records aligned with store activity.
- Perfex REST API connection — Uses the Perfex REST API to enable full synchronization of CRM data.
- Configured sync behavior — Applies your chosen CRM target (Leads vs Customers) consistently for incoming users.
- Up-to-date contact records — Helps keep contact information current in Perfex as new users come in.
Benefits
- Less manual work — Reduces the need to copy/paste or import contacts into Perfex.
- Faster lead capture — New signups appear in your CRM promptly, supporting quicker follow-up.
- Cleaner CRM data — Automatic field mapping (name, email, website) improves consistency across records.
- Better pipeline visibility — Clear separation of Leads vs Customers helps you track the right stage of the funnel.
- Improved workflow alignment — Keeps WooCommerce and WordPress activity synchronized with your CRM instead of relying on spreadsheets.
Who is it suitable for?
- WooCommerce stores that want automatic customer lead records in Perfex CRM
- Businesses using Perfex CRM to manage inbound signups and follow-ups
- WordPress site owners who run registration forms and need contact synchronization
- Marketing teams that want timely CRM updates without manual imports
- Agencies managing multiple WordPress sites connected to a single CRM workflow
