Buyer's guide ยท Form Bridge
Send website form submissions into Perfex CRM as leads, customers or tickets
Form Bridge is a PHP module for Perfex CRM 3.x. Each website form gets its own secret webhook link. A submission is mapped to a lead, a customer with a primary contact, or a ticket, checked for duplicates, routed by your rules and logged, so a failed one can be corrected and replayed. It works with Webflow, Framer, Typeform, Tally, Google Forms, Gravity Forms and any tool that can send a webhook.
What you get
The full module source
The PHP module, its tests and the documentation, installed like any Perfex module.
A webhook link per form
Unlimited connections, each with its own secret link, an on/off switch and a target: lead, customer with primary contact, or ticket. Only a hash of each token is stored.
Signature checks
Webflow, Framer, Typeform, Tally and Google Forms (an Apps Script is included) are verified by signature. Gravity Forms has its own format, with presets for Elementor Forms, WPForms, Fluent Forms, Contact Form 7 and Jotform.
A universal webhook
Accepts JSON, form-urlencoded or multipart, with an optional shared-secret header, so any tool that can POST can feed Perfex.
Field mapping
Fields are discovered from the first submission. The mapping editor includes the custom fields of leads, customers, contacts and tickets, with transforms such as trim, case, phone, date, join up to three fields, defaults and value maps. A Suggest mapping button works without AI.
Duplicate handling
By e-mail and/or phone: create new, update the existing record, add a note, or send it to a review queue. A phone-only match never updates a record on its own.
Routing rules
Ordered IF/THEN rules with AND/OR conditions assign a staff member or a round-robin group, set status, source and tags, or make a ticket with department and priority. Each submission records which rule decided it.
A traceable log
Raw payload, received fields, status and a link to the created record. Correct a failed submission and replay it. The Perfex cron retries failures automatically.
A test tab
Paste a sample payload and preview the result without creating anything.
How an agency uses it for clients
Form Bridge is a module, not a separate service. An agency that builds client websites and runs Perfex for them installs it into each client's CRM.
One install per Perfex
Each Perfex install has its own connections, mappings, rules and settings.
Connect the sites you already build
Point a Webflow, Framer, Typeform, Tally, WordPress or custom form at the connection's link and map its fields.
Know which campaign brought the lead
UTM parameters, referrer and page address are saved in a note on the record. Visitor IP storage is off by default.
The right person is told
A Perfex notification goes to the assigned staff member, optionally by e-mail too.
A dashboard
Submissions today and over 7 days, success rate, items waiting for review, failures, a 30-day chart and recent errors.
Protection and privacy
Rate limit per connection, payload size limit, duplicate-request detection, blocked e-mail domains and an optional honeypot field. Raw payloads are deleted after 30 days by default, with export and erase by e-mail address.
Optional AI
Mapping proposals and summaries of long messages with suggested tags, both in an approval queue. Use Anthropic, OpenAI, Google Gemini, OpenRouter, Ollama or any OpenAI-compatible endpoint on your own key, with monthly and per-staff daily limits.
What it needs to run
Perfex CRM, your form tool plan and AI usage are not included in the price.
- Perfex CRM 3.x, sold separately
- PHP 8.1 to 8.5 with mbstring and openssl; curl only for the optional AI
- MySQL or MariaDB, the database Perfex already uses
- The Perfex cron job, for retries, the retention clean-up and automatic AI summaries
- A public HTTPS address for the Perfex install, so form tools can reach the webhook
- A form tool that can send webhooks. Some need a paid plan or add-on, for example the Gravity Forms Webhooks Add-On, the WPForms webhooks addon or Fluent Forms Pro
- Optional: an account with an AI provider, or an Ollama server you run yourself
What it does not do
- It has not been run in a licensed Perfex install. It was developed with automated tests and a development harness that runs the module's own files on sample data. Try it on a staging Perfex first.
- It has not been tested on Perfex SaaS or multi-tenant installs.
- Version 1.0 creates leads, customers with a primary contact, and tickets. Estimates as a target are not included.
- File uploads from submissions, outgoing webhooks and CSV import of old submissions are not included.
- It does not provide a hosted form builder or an embeddable form script. You keep using your own form tool.
- Form tool plans or add-ons that provide webhooks are not included, and neither are hosting and the HTTPS certificate.
- Perfex CRM is not included, and Form Bridge is independent and not made or endorsed by Perfex CRM.
- The live demo is a click-through of the module's pages on sample data. It is not a Perfex install.
Questions
Which form tools does it work with?
Webflow, Framer, Typeform, Tally and Google Forms with signature checks, Gravity Forms, and presets for Elementor Forms, WPForms, Fluent Forms, Contact Form 7 and Jotform. The universal webhook accepts JSON, form-urlencoded or multipart from any other tool. The module has not been run in a licensed Perfex install yet, so test one form first.
Will it create duplicate leads?
You choose what happens when an e-mail or phone number already exists: create new, update the existing record, add a note, or send it to a review queue. A phone-only match never updates a record on its own and waits for a person.
What happens if Perfex is down or the mapping is wrong?
Failed submissions stay in the log with their raw payload. The Perfex cron retries them, and you can correct the fields of a failed submission and replay it.
Is it safe to expose the webhook?
The link contains a 48-character secret token and only its hash is stored. Signed sources are also checked by signature, and each connection has a rate limit and a payload size limit. The webhook is the only public URL the module adds.
Is AI required?
No. AI is off by default and uses your own provider key. It only proposes field mappings and summaries, and both wait in an approval queue for a person to accept.
How much does Form Bridge cost, and what does the licence allow?
$13, one payment, no subscription. One licence, no tiers: any number of projects and clients, a paid SaaS, every line changed. The only limit is reselling or publishing the source code itself. The services you connect bill you directly. See the licence.
Is setup included?
Yes. We install Form Bridge for you and put in your logo, colours and texts. Bigger changes or new features get a fixed price before we start.
What if it does not work?
Write to us within 14 days. We fix it, usually the same day. If we cannot fix it within 7 days, you get your money back. See the refund policy.