WordFex

About WordFex

WordFex is a WordPress to Perfex CRM integration that captures every new sign-up on your site and sends it straight into your CRM. The moment someone registers on your WordPress or WooCommerce website, WordFex creates the matching record in Perfex - so your sales pipeline fills itself instead of waiting on manual exports or copy-paste.

Sync WordPress sign-ups into Perfex CRM automatically

Install the plugin, point it at your Perfex installation, and from that moment on every new user who registers on WordPress - or every new customer who checks out through WooCommerce - is synced into Perfex without anyone lifting a finger. Once it is enabled and configured, all new users and customers of your WordPress installation are created in the matching Perfex section automatically, so a prospect who signs up on your website is ready for follow-up in your CRM instead of sitting in a list waiting to be imported.

Route new sign-ups in as Leads or Customers

You choose where new sign-ups belong. WordFex can route incoming WordPress users into your Perfex Leads section so your team can qualify and nurture them, or into the Customers section when a sign-up represents a confirmed client. The destination is a single setting, so the same plugin suits both a lead-generation site and a full e-commerce store running WooCommerce.

The fields it maps

WordFex synchronizes the default data of a WordPress user, mapping each new contact’s:

• First name
• Last name
• Email address
• Website

These land in the corresponding Perfex fields automatically, giving your sales team a usable contact record from the first interaction.

Built for WordPress and WooCommerce

Because it works with the standard WordPress user system, WordFex fits whether or not you run WooCommerce. On a content or membership site it captures account registrations; on a WooCommerce store it captures new customers as they sign up - one integration covering both paths into Perfex.

Requirements

WordFex is a plugin for WordPress that connects to Perfex through its REST API. To run it you need:

• A WordPress website, with or without WooCommerce.
• The Perfex REST API, which WordFex uses to create the Leads or Customers in your CRM.
• About a minute to enter your connection details, following the included documentation.

It takes only a few seconds to install and activate, and from there you have a fully working integration between new WordPress customers and Perfex.

Leads and Customers sync

Alongside Leads, WordFex supports the Perfex Customers controller, so you can sync new WordPress users and clients directly into Perfex CRM Customers - making WooCommerce-to-Perfex customer sync a first-class option next to lead capture.