Connect Smsmobileapi and Perfex CRM to Build Intelligent Automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New SMS Received
Triggers when a new SMS has been received.
New SMS/WhatsApp Sent
Triggers when a new SMS/WhatsApp has been sent.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead is created
New Project
Triggers when a new project is created
Do thisActions
Action is the task that follows automatically within your Smsmobileapi integrations.
Send SMS
Sends an SMS to a recipient.
Get Missed Call
List missed calls from your mobile using SMS Mobile API.
Send WhatsApp SMS
Send a WhatsApp SMS to a recipient.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Know More About Smsmobileapi and Perfexcrm Integrations
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Frequently Asked Questions
To start, connect both your Smsmobileapi and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Smsmobileapi triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Smsmobileapi data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Smsmobileapi and Perfex CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Smsmobileapi and Perfex CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Smsmobileapi
Smsmobileapi offers robust SMS solutions for businesses, enabling seamless communication through text messaging. Ideal for marketing campaigns, customer notifications, and more.
Learn MoreAbout Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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