WordFex WordPress Plugin – Syncronize WordPress with Perfex

WordFex WordPress Plugin – Syncronize WordPress with Perfex

WordFex WordPress Plugin-  This is a WordPress plugin which syncs your new user signups from your WordPress or WooCommerce website with you Perfex’s CRM Leads.

For details on how to use the plugin, please click here

WordFex WordPress Plugin

Configure WordFex – top

1. Simply visit WordFex menu of Settings area in wp-admin in order to configure its settings.

1. 1. There are three configurable settings that do affect the communication of WordFex and Perfex API of your Perfex installation.

Perfex Installation URL

1.  : You need to paste your Perfex’s URL there (don’t use admin’s URL, just your installation’s one).

Perfex API Key

1.  : You need to paste the API key there, provided by Perfex REST API. Assuming that Perfex REST API Module is activated, sign in into Perfex’s CRM backend as an admin, go to 

API → API Management

1. , and create a new token. Copy this token at WordFex’s API input field.

Leads Group Name

1.  : This is a unique identifier for setting the Lead Group for every imported lead and it is pre-configured to 1, which is the primary group. You can create a new group like ‘Website’ and assign the corresponding id there. If you are unsure about this option, feel free to raise a support ticket and our support team will help you identify your group’s ID.

Save Changed and you are all set!
During every user/customer registration, WordPress will automatically add a new corresponding Lead at Perfex’s Leads.

Optional Troubleshotting

Upon every attempt, our Plugin logs the output of your Perfex CRM in /wp-content/plugins/wordfex/lastoutput.txt , which contains useful information regarding the response of Perfex API.

Trouble responses

• {“status”:false,”message”:”Wrong number of segments”} = Make sure that you have set the API key, generated by Perfex API module, correctly in the input field.
• {“status”:false,”message”:”Malformed UTF-8 Characters”} = Make sure that you have set the API key, generated by Perfex API module, correctly in the input field.
• HTML code with “The action you have requested is not allowed.” message = You have set CSRF protection to on. Either replace your /application/config/config.php file with the one included in the /optional-files/ of this zip file, or open up your own file and add an exception for /api/ endpoints:

Customizations

If you have customized your WordPress/WooCommerce fields there and you need extra data to be synced with your Perfex CRM, feel free to contact us directly, by opening a support ticket.