Introduction
Connect CRM data with websites and CMS platforms to display dynamic content and automate workflows.
Overview
Websites often need access to CRM data such as clients, invoices, or reports. Without API, integration becomes complex.
Using Data Builder for Perfex CRM, data can be exposed via API and embedded into websites easily.
Documentation: https://polyxgo.com/en/documentation/databuilder-for-perfex-crm/
Integration Use Cases
- Display client dashboards
- Sync forms with CRM
- Show reports on website
How Integration Works
Websites call API endpoints to fetch CRM data. This enables real-time updates without manual sync.
Embedding Reports
Reports can be embedded using iframe or API-driven dashboards.
See related:
Embed reports (#13)
Why Use Data Builder
Data Builder simplifies integration by:
- exposing structured datasets
- supporting REST and GraphQL
- reducing backend work
Product: https://codecanyon.net/item/data-builder-for-perfex-crm/62297963
Final Thoughts
Integrating CRM with websites improves user experience and automation. A structured API layer makes this process efficient and scalable.
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