Description
FormSync – Automated Form to Lead, Customer & Ticket Sync for Perfex CRM
FormSync is the most complete form integration module for Perfex CRM. Connect forms from any platform and automatically create Leads, Customers, Support Tickets, or Estimates. Real-time delivery. Zero manual work.
Supported Form Providers
- Framer
- Webflow
- Elementor
- Google Forms
- Google Sheets
- Typeform
- Gravity Forms
- Tally
- WordPress
- Any form builder with webhook support
What FormSync Creates in Perfex CRM
Every form submission can automatically create:
- Leads – Capture enquiries and sales opportunities
- Customers – Register new clients directly
- Support Tickets – Route support requests to your team
- Estimates – Generate quote requests from forms
Choose the destination per form. Full flexibility.
Why Teams Choose FormSync
Real-Time Delivery
Submissions arrive in Perfex CRM within seconds. No cron jobs. No delays. No missed opportunities.
Visual Field Mapping
Map any form field to any Perfex CRM field with a simple visual interface. Name, email, phone, company, custom fields – everything maps cleanly.
Automatic Field Discovery
Submit your form once, and FormSync detects all available fields automatically. No manual configuration required.
Smart Duplicate Detection
Prevent CRM pollution with built-in duplicate checking by email and phone number.
Pending Review System
When duplicates are detected, submissions pause in a review queue. You decide: create new, merge, or skip.
Complete Submission Logs
Every submission is logged with full details. See what arrived, what was created, and troubleshoot issues instantly.
Webhook Security
Optional signature verification ensures only trusted sources can send data.
Who FormSync Is For
- Agencies – Manage client forms across multiple websites
- Sales Teams – Respond faster with instant lead delivery
- Support Teams – Route form requests directly to tickets
- Small Businesses – Capture every enquiry automatically
- Freelancers – Automate client intake and quote requests
Setup in 5 Minutes
No coding required. Everything is managed inside Perfex CRM.
- Install FormSync module
- Enable your form provider
- Create a Form Configuration
- Copy the webhook URL into your form builder
- Submit a test form to auto-discover fields
- Map fields visually and activate
Key Features
- 9+ form providers supported
- Universal webhook support for any form builder
- Create Leads, Customers, Tickets, or Estimates
- Real-time webhook delivery
- Visual field mapping interface
- Automatic field discovery
- Email and phone duplicate detection
- Pending Review queue for duplicates
- Comprehensive submission logs
- Webhook signature verification
- Multi-form and multi-site support
The Result
- Zero missed enquiries
- Faster response times
- Cleaner CRM data
- Less manual work
- Complete visibility into every submission
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