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Getting Started

9

Mobile App

50

Automations

7

Leads & Pipeline

30

Integrations & Data

15
  • Lead Sources & Connections
    • Understand the Data Sources Hub
    • Review Data Source Logs
    • Connect a Form Data Source
    • Connect and Manage Google Ads Lead Forms
    • Connect Meta Lead Ads Forms
    • Repair or Disconnect a Data Source
  • CSV Imports & Field Mapping
    • Import Leads from a CSV File
    • Map Incoming Fields
    • Resume a Historical Import
    • Review Failed Leads and Download Error Logs
  • Webhooks & CRM Routing
    • Webhooks: Sending UTM and Ad Tracking Data
    • How to Send Leads from Plover CRM to Perfex CRM via Email Integration
    • Create and Manage Webhooks
    • Configure CRM Routing
    • Google Ads Lead Form Webhook Integration

Settings & Customization

18

Team & Workspaces

11

Help & Troubleshooting

18
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CSV Imports & Field Mapping

  • Import Leads from a CSV File
  • Map Incoming Fields
  • Resume a Historical Import
  • Review Failed Leads and Download Error Logs
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