WordFex - Sync WordPress with Perfex CRM
WordFex is a WordPress plugin that syncs new WordPress user registrations to Perfex CRM through the Perfex REST API.
Overviewโ
WordFex bridges your WordPress website with your Perfex CRM installation. Whenever a new user registers on your WordPress site, WordFex automatically creates a corresponding customer or lead record in Perfex CRM via the REST API. This eliminates the need for manual data entry and ensures that your CRM is always up to date with your website's user base.
How It Worksโ
- A new user registers on your WordPress website.
- WordFex captures the registration data.
- The plugin sends the data to your Perfex CRM via the REST API.
- A new customer or lead record is created in Perfex CRM automatically.
WordFex requires the Perfex REST API module to be installed and active on your Perfex CRM instance. The plugin will not function without this dependency.
Requirementsโ
Before installing WordFex, ensure you have the following:
| Requirement | Details |
|---|---|
| WordPress | An active WordPress installation |
| Perfex CRM | An active Perfex CRM installation accessible via a public URL |
| Perfex REST API Module | Installed and activated on your Perfex CRM instance |
| REST API Token | A valid API token generated from the Perfex REST API module |
| PHP Version | PHP 7.4 or higher on both WordPress and Perfex CRM servers |
The Perfex REST API module is a separate product that must be purchased and installed on your Perfex CRM before WordFex can communicate with it. Make sure the REST API module is properly configured and that you have generated an API token.
Installation (WordPress)โ
WordFex is installed as a standard WordPress plugin:
- Extract your download and locate
upload.zip. - In WordPress admin, go to Plugins โ Add New.
- Click Upload Plugin, select
upload.zip, and press Upload. - Click Activate. "WordFex" will appear under the Settings menu.
For multisite installations, you may need to network activate the plugin or activate it per-site depending on your setup. Check the plugin documentation for multisite specifics.
After Installationโ
Once the plugin is activated, you need to configure it to connect to your Perfex CRM:
- In WordPress admin, go to Settings โ WordFex.
- Enter your Perfex CRM URL (e.g.,
https://yourdomain.com/crm). - Enter the REST API token generated from your Perfex CRM's REST API module settings.
- Configure the sync options โ choose whether new registrations should be created as customers or leads.
- Save your settings.
- Test the connection โ register a test user on your WordPress site and verify that the record appears in Perfex CRM.
Ensure your Perfex CRM installation is accessible from your WordPress server. If they are on different servers, verify there are no firewall rules blocking the connection between them.
Troubleshootingโ
| Issue | Solution |
|---|---|
| Records not syncing | Verify the REST API module is active and the API token is correct |
| Connection timeout | Check that your Perfex CRM URL is accessible from the WordPress server |
| Plugin not appearing in Settings | Deactivate and reactivate the plugin; check for PHP errors in the WordPress log |
| Duplicate records in CRM | Review the sync settings to ensure proper field mapping and deduplication |
Supportโ
If you encounter any issues during installation or configuration, visit the Themesic Support Portal to open a support ticket.