Preview: Bookly – Perfex CRM Integration
Table of Contents
Bookly – Perfex CRM Integration
The plugin has the ability to import/capture customers from Bookly! To automatically add/update Bookly Appointments to your Perfex CRM!
Features
- Easy use
- SYNC with Submissions
- Easily integrate your Bookly appointments with Perfex CRM Customer, Contacts, Staffs, Leads, Invoices, Tasks, Tickets
- Integrated Bookly appointments can automatically add/update your site new appointments to your Perfex CRM Customer, Contacts, Staffs, Leads, Invoices, Tasks, Tickets
- Support Perfex CRM Custom Fields (Phone, Picklist, Multi-Picklist, Date, Email, Text, etc…).
- Easily map your Bookly fields to your Perfex CRM Lead fields.
- Integrated Bookly can automatically add/update your site new appointments to your Perfex CRM.
- Integrate unlimited Bookly.
- Section for view Perfex CRM API error logs.
- And more…
Easily integrate Perfex Customer.
When user submits appointments, it’ll added to Perfex CRM Customer will all the details which fields are mapped with Perfex CRM Fields.
Easily integrate Perfex Contacts.
When user submits appointments, it’ll added to Perfex CRM Contacts will all the details which fields are mapped with Perfex CRM Fields.
Easily integrate Perfex Staffs.
When user submits appointments, it’ll added to Perfex CRM Staffs will all the details which fields are mapped with Perfex CRM Fields.
Easily integrate Perfex Leads.
When user submits appointments, it’ll added to Perfex CRM Leads will all the details which fields are mapped with Perfex CRM Fields.
Easily integrate Perfex Invoices.
When user submits appointments, it’ll added to Perfex CRM Invoices will all the details which fields are mapped with Perfex CRM Fields.
Easily integrate Perfex TasksTasks.
When user submits appointments, it’ll added to Perfex CRM Tasks will all the details which fields are mapped with Perfex CRM Fields.
Easily integrate Perfex Tickets.
When user submits appointments, it’ll added to Perfex CRM Tickets will all the details which fields are mapped with Perfex CRM Fields.
Requirements
WordPress Online Booking and Scheduling Plugin – Bookly plugin
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