WHMCS Integration module for Perfex CRM

Thank you for purchasing the WHMCS to Perfex CRM Integration Module. This module allows you to sync client and invoice data from WHMCS to Perfex CRM automatically, keeping your customer records and billing information up to date without manual data entry. With this one-way integration, you can streamline workflows, reduce errors, and give your team instant access to WHMCS client information directly inside Perfex CRM.

Dependencies

• You need a WHMCS installation with API access enabled. Detailed instructions for creating an API user are provided in the Configuration section.

• A Perfex CRM instance is required. Ensure you have administrative access to configure the module correctly.

• The integration works as a one-way sync: WHMCS is the source of truth. Any changes in Perfex CRM will not be sent back to WHMCS.