Configuration
- Navigate to Settings โ WordFex in WordPress admin.
- Configure the following fields:
| Setting | Description |
|---|---|
| Perfex Installation URL | Your Perfex CRM URL (not the admin URL). Example: https://crm.yourdomain.com |
| Perfex API Key | Generate a token in Perfex at API โ API Management |
| Sync Method | customers - sync as Perfex Customers; leads - sync as Perfex Leads |
| Leads Group Name | Unique identifier for the Lead Group (default: 1). Create a group like "Website" in Perfex and use its ID. Ignored when syncing to Customers. |
- Click Save Changes.
warning
Ensure your Perfex CRM URL does not include a trailing slash. Use https://crm.yourdomain.com rather than https://crm.yourdomain.com/.