Import Leads From Elementor Pro To Perfex Crm

Import Leads From Elementor Pro To Perfex Crm

Import Leads From Elementor Pro To Perfex Crm

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.

DISCLAIMER: I often review / link to products & services that I love and think you may find of interest. When you purchase a product/service through one of my link, I receive a commission, which helps me producing free content (you don’t pay anything extra!).

Import Leads From Elementor Pro To Perfex Crm : Useful links

Import Leads From Elementor Pro To Perfex Crm : Code snippet

This is the code snippet used in the video tutorial: 

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

Now, if you are interested in purchasing Elementor Pro and or Perfex CRM, just click on the buttons below.

To be crystal clear, these are affiliate links, which means that I do get a commission if you purchase a licence after clicking on my links but:

1) I only recommend plugins that I enjoy and would recommend to my inner circle.
2) Commissions help me support this channel and create free content.

Import Leads From Elementor Pro To Perfex Crm: Your Turn

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.

If you watched the companion video and if you like it, please give it a thumbs up, as it really helps growing the channel and if you know someone that could benefit from it, I’m going to ask you if you’d like to share it now.

Because let’s face it, there are so many things to do in a day that if you don’t do it now you’ll probably forget.

Now if you want to brand, market and grow your business it in the Digital Age make sure you subscribe to my email newsletter so that you never miss your share of digital alchemy and tips, tools, services and case studies that can help you grow your business online.

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!

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