Leads synchronization module for Perfex CRM

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Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Leads Integration Module for Perfex CRM, is a module that enables you to sync your Leads through your page’s forms with Perfex Leads. It uses oAuth connect in order to grant access to your Pages, it allows custom fields to be synced between Perfex and the well-known social network and you can subscribe to multiple pages of yours.

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Set-up

You will not need any coding skills in order to set this payment module up, but you need to create a App through your Developers account.
Make sure that you understand what an App is and its review process for the necessary permissions in full, since you will need to go through it, from your personal account.

We do provide a step-by-step video regarding configuration and a detailed guide on how to set up an App after you sign up for a Developer account, along with a guide on how to request needed permissions by Review team of the social network (ads_management, pages_manage_ads, pages_manage_metadata, pages_read_engagement, leads_retrieval) and how to integrate necessary products with your app (Login,Webhooks).

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Available Leads form fields

REQUIRED FIELDS

Name = name

OPTIONAL FIELDS

Address = address
Position = title
City = city
Email Address = email
State = state
Website = website
Country = country
Phone = phonenumber
Zip = zip
Company = company
Default language = default_language
Description = description

Any custom field that you created inside Perfex, also supported.

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Support

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it. Our support team is always around to help. Feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

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Version 1.0c

-Source code changed in order to be compatible with new platform permissions ( https://bit.ly/3f5Hd11 )
-Updated documentation in order to ensure that is compliant with the latest platform changes due to new requirements

Version 1.0a

-Corrected language strings in order to avoid conflicts.

Version 1.0

-Initial version.

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