Form Bridge docs
 v1.0.0
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● Start · about 5 minutes

Your first connection
in five minutes.

This walkthrough connects one form and turns one test submission into a Perfex lead. It assumes the module is installed and active (see Installation). You need a Perfex administrator account, or a staff role with the Form Bridge Create and Edit permissions.

Target: LeadUniversal webhook or your form toolNo code

01Create the connection

  1. Open Form Bridge › ConnectionsIn the Perfex admin sidebar click Form Bridge, then Connections.
  2. Fill in "New connection"Name: anything you recognise, for example "Contact form on the website". Form tool: the tool your form runs on, or Universal webhook if it is not in the list. Creates: Lead.
  3. Click CreateThe connection opens on its Setup step and shows the message "Connection created. Copy its webhook link now."
  4. Copy the webhook link right awayClick Copy next to the link and keep it somewhere safe. It looks like https://your-crm.example.com/form_bridge/hook/in/7-…. The secret part is shown only this once; Form Bridge stores just its fingerprint. If you save anything on the page first, or lose the link, click Create a new link (the old one stops working at once).
Treat the link like a password

Anyone who has the link can send submissions into your CRM. Paste it only into your form tool. If it leaks, open the connection and click Create a new link.

02Send one test submission

  1. Paste the link into your form toolFollow the steps for your tool on Form tools. The connection's Setup step shows the same steps under How to connect.
  2. Or send a test from a terminalWith the Universal webhook you can send a test with curl. Replace the link with yours:
curl -X POST 'https://your-crm.example.com/form_bridge/hook/in/7-PASTE-THE-REST-OF-YOUR-LINK' \
  -H 'Content-Type: application/json' \
  -d '{"name":"Sample Person","email":"sample.person@example.com","phone":"+421 900 000 000","message":"Sample enquiry"}'

A good answer looks like {"ok":true,"id":1,"status":"received"}. "received" is shown in the admin as Captured: the connection has no mapping yet, so the first submission only teaches Form Bridge which fields your form sends. Nothing is created in Perfex yet.

03Map the fields

  1. Open the Mapping stepOn the connection, click 2 Mapping. Every Perfex field is listed with a drop-down of the fields your form sent and a sample value.
  2. Click "Suggest from field names"Form Bridge fills the rows it can recognise by name (name, e-mail, phone, company, message …). Check every row.
  3. Fix what is missingFor a lead, map at least Name, E-mail or Company; without any of them the lead cannot be created.
  4. Click Save mapping

Details: Field mapping and custom fields.

04Dry test, then replay

  1. Open the Test stepClick 5 Test. The sample payload box is pre-filled with the fields of your last submission. Click Run a dry test. The right side shows which rule matched, who would be assigned, whether a duplicate exists and every Perfex value after formatting. A dry test stores nothing and creates nothing.
  2. Replay the captured submissionOpen Form Bridge › Submissions, click your submission (status Captured) and click Save and replay. The status changes to Created and the page links to the new lead.
  3. Send the real formFrom now on every submission becomes a lead within seconds.
The Test step: a sample JSON payload on the left and the dry test result on the right with rule, assignee, duplicates and mapped values
Connection › Test · Sample data · development harness, not a Perfex install

05Next steps

  • Choose the lead status, source, assignee and tags under Setup › Defaults for new records.
  • Decide what happens with existing contacts on 4 Duplicates (Duplicates and the review queue).
  • Add routing rules on 3 Rules if different submissions should go to different people (Routing rules).
  • Check that the Perfex cron runs (the dashboard shows "Cron last ran …"), see Cron.