Import Leads From Elementor Pro To Perfex Crm and deal with your leads the smart way!
Capturing leads on your website is great, but how do you handle leads the smart way? Well in this episode I’ll show you how to import leads from an Elementor Pro form into a lead conversion funnel within Perfex CRM.
Name: <div id="field_name">[field id="field_name"]</div> Company : <div id="field_company">[field id="field_company"]</div> Email : <div id="field_email">[field id="field_email"]</div> Phone : <div id="field_phonenumber">[field id="field_phonenumber"]</div> Your message : <div id="field_description">[field id="field_description"]</div> -- This email was sent from website.com to crm.website.com
Import Leads From Elementor Pro To Perfex Crm : Why?
hello, I’m your host Kaycinho, I’m a digital alchemist, and today I’m going to show you how to send new leads details from an Elementor Pro form into a smart conversion funnel within Perfex CRM.
And if you are not familiar with Perfex CRM, I’ve already made a thorough video about why I think this is one of the best CRM systems out there when you’re starting out.
And if you don’t know what a CRM is, it stands for Customer Relationships Management, and basically it’s a powerful tool to organize your business and manage your leads, the smart way.
Import Leads From Elementor Pro To Perfex Crm : Step by step
For best results, please watch the video above, but in case you need a quick written reference, here it goes :
1. Create dedicated email address
2. Set up CRON tasks in cPanel
3. Set up Leads Sources
4. Set up Leads Statuses
5. Set up Leads Email Integration
6. Set up your Elementor Pro form within WordPress form itself form settings html output
7. Test & Enjoy!
Import Leads From Elementor Pro To Perfex Crm: A great combo
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Import Leads From Elementor Pro To Perfex Crm: Your Turn
So, I hope that you now feel confident to link your Elementor Pro forms to your leads conversion funnel within Perfex CRM, let me know in the comments.
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So, that’s it for this episode, I hope to see you around here or on the Youtube channel, and in the meantime, don’t forget to invest in YOUR success!