Contact Form 7 + PerfexCRM Integration

Integrate Contact Form 7 to PerfexCRM in one click, or tell Integrately AI how you want each submission handled. Create leads, assign tasks, notify your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Contact Form 7
    Contact form is submitted in Contact Form 7 Instant
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2.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM

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Ready Workflows Ready Workflows for Contact Form 7 + PerfexCRM Integration

Capture submissions as leads, assign tasks, create customer records, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
Contact Form 7 + PerfexCRM Integration

Create PerfexCRM contact for new Contact Form 7 form submission

When someone completes your Contact Form 7, a new contact is automatically created in your PerfexCRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Contact Form 7 is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Contact Form 7 - PerfexCRM integration set up makes it easy to manage your customer relationships and grow your business.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Contact Form 7 + PerfexCRM flow

Extend your automation stack with messaging, spreadsheets, emails, payments, and task managers. Pick a combination and activate it in one click.

Contact Form 7
PerfexCRM
+
WordPressWordPress (4)
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SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
StripeStripe (4)
+
TrelloTrello (4)
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Send Contact Form 7 submissions to PerfexCRM as leads, and create a WordPress user
Every Contact Form 7 submission creates a new lead in PerfexCRM and registers a WordPress user instantly, eliminating manual copy work.
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Create a PerfexCRM lead from Contact Form 7 submissions, and publish a WordPress post
Capture Contact Form 7 inquiries as PerfexCRM leads while automatically publishing a new WordPress post for tracking.
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Create a PerfexCRM customer from Contact Form 7 submissions, and update a WordPress user
Turn Contact Form 7 entries into PerfexCRM customer records and update the corresponding WordPress user profile automatically.
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Create a PerfexCRM support ticket from Contact Form 7 inquiries, and publish a WordPress draft
Log Contact Form 7 inquiries as PerfexCRM tickets and create a WordPress draft for review, all in one automated step.

Supported triggers and actions for Contact Form 7 and PerfexCRM

Mix and match to build the exact automation you need

Contact Form 7
Contact Form 7 Triggers & Actions
Instant
Contact form is submitted in Contact Form 7
Triggers the automation when a Contact form is submitted
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No action is available
PerfexCRM
PerfexCRM Triggers & Actions
No trigger is available
Create lead in PerfexCRM
Generates new leads for potential customers
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Search lead in PerfexCRM
Retrieves information for a particular lead
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Create customer in PerfexCRM
Adds a new customer to the database
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Create ticket in PerfexCRM
Generates a new ticket
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Search customer in PerfexCRM
Locates and retrieves customer information
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Update customer in PerfexCRM
Updates a customer's information
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Create task in PerfexCRM
Creates a new task
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Create contact in PerfexCRM
Adds a new contact to the database
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Create invoice in PerfexCRM
Generates invoices for sales transactions
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Search invoice in PerfexCRM
Locates and retrieves invoices with
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Update task in PerfexCRM
Updates the task with new information or changes
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Search task in PerfexCRM
Searches for a task
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Create project in PerfexCRM
Creates a new project
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Search project in PerfexCRM
Searches for a project
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Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
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Search ticket in PerfexCRM
Searches for a ticket
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What can you automate with Contact Form 7 + PerfexCRM?

Turn website form submissions into structured leads, tasks, and customer profiles without touching code.

What you can automate?
🎯
Create PerfexCRM leads from form submissions
Every Contact Form 7 submission automatically generates a new lead in PerfexCRM. Your sales team gets instant visibility into new prospects without manual data entry.
📋
Capture every submitted form field
Map all custom form fields from Contact Form 7 directly into PerfexCRM lead or customer attributes. Ensure no important prospect detail gets left behind.
🔔
Alert your team instantly on new inquiries
Notify staff members the moment a prospect submits a contact form. Keep communication flowing across messaging channels and email.
🔀
Route leads based on form selections
Set conditions to handle submissions differently based on dropdown choices or budget selections in your contact forms. Send high-value leads to priority workflows.
🔄
Keep PerfexCRM customer records updated
Automatically update existing customer profiles in PerfexCRM whenever returning contacts submit new information through Contact Form 7.
🔍
Search and update instead of creating duplicates
Check if a lead or customer already exists in PerfexCRM before creating a new record. Maintain clean databases without duplicate entries.
🎟️
Convert support requests into support tickets
Automatically turn support inquiry forms submitted via Contact Form 7 into tracked tickets inside PerfexCRM for faster resolution.
Extend workflows to Slack or Google Sheets
Connect your core Contact Form 7 and PerfexCRM setup with Slack, Google Sheets, or Gmail to build comprehensive multi-step operational pipelines.
And much more...

Who is Contact Form 7 + PerfexCRM integration for?

Teams managing inbound website inquiries and client relationships depend on automated data syncing to eliminate manual entry errors and keep operations responsive.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Agency owners
Agency owners
Operations leads
Operations leads
Customer success leads
Customer success leads
📈
Performance marketers
You're running lead generation campaigns via website forms, but leads stay trapped in WordPress instead of updating your CRM, so your conversion metrics are always outdated — this integration means every new submission lands in PerfexCRM instantly and your pipeline tracking stays current.
Sales representatives
You rely on rapid follow-ups to close deals, but manual copy-pasting of form inquiries delays your outreach by hours — with this integration, every contact form submission creates a lead in PerfexCRM immediately so you can reach out first.
📋
Account managers
You need to report on client onboarding progress to stakeholders, but inquiry details get lost between form emails and CRM records — automating both apps means every customer record updates automatically and reporting becomes effortless.
🏢
Agency owners
Your website handles high volumes of client inquiries daily, and manual data entry leads to missed submissions and frustrated clients — connecting these apps means every form entry is captured accurately as a lead or support ticket without manual oversight.
⚙️
Operations leads
You manage the handoff between website intake and project setup, but manual data transfers introduce human error into customer files — this integration means every form submission flows directly into PerfexCRM tasks and projects without delays.
🗂️
Customer success leads
You need a complete history of client requests and support tickets, but incoming form submissions often bypass your tracking systems — automating both apps means every inquiry generates a reliable history in PerfexCRM.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Contact Form 7 + PerfexCRM

Build and manage your Contact Form 7 + PerfexCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Contact Form 7 + PerfexCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Contact Form 7 to PerfexCRM?
Frequently Asked Questions
You can connect Contact Form 7 to PerfexCRM in one click using pre-built workflows on Integrately, or use Integrately AI to configure custom steps. Pair it with apps like WordPress, Slack, and Google Sheets to streamline your intake process.
Can I automatically create PerfexCRM leads from Contact Form 7 submissions?
Frequently Asked Questions
Can I connect Contact Form 7, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Contact Form 7 and PerfexCRM?
Frequently Asked Questions
How does Contact Form 7 handle form submission data during integration?
Frequently Asked Questions
How are leads and customers updated in PerfexCRM through automation?
Frequently Asked Questions
Can I automate workflows between Contact Form 7 and PerfexCRM without coding?
Frequently Asked Questions
Is the Contact Form 7 and PerfexCRM integration free?
Frequently Asked Questions
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