Q: Do you have instruction for integrating with Perfex CRM

eddie033May 3, 2023
Founder Team
Andrew_AnyChat

Andrew_AnyChat

May 15, 2024

A: Hello.
Please check this docs page https://docs.anychat.one/settings/integration/perfexcrm-integration
Then you need to set up the form action "Create PerfexCRM lead on success" https://docs.anychat.one/settings/forms#actions and in the form settings you need to assign form fields to PerfexCRM fields.

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