Connect Telegram and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message Arrives
New Image Arrives
New Update's
New Image or Message Sent to Bot
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Ready to use Telegram and Perfex CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message Arrives
Runs when new message arrives.
New Image Arrives
Runs when new image arrives
New Update's
Triggers when a new update is sent or received on the channel to the bot.
New Image or Message Sent to Bot
Runs when new image or message is sent to the bot.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
Do thisActions
Action is the task that follows automatically within your Telegram integrations.
Send Message
Send text, media, location, contact, poll, or album messages to a Telegram chat, optionally with buttons for recipients.
Send Reply To Message
Sends a reply to a specific message in a Telegram chat.
Send a Photo
Send a photo from your bot.
Get Member Count
Get total number of member present in a channel.
List Messages
Get a list of messages.
Get A File
Retrieve a file detail.
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Frequently Asked Questions
To start, connect both your Telegram and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Telegram triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Telegram 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 Telegram 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 Telegram 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 Telegram
Bots on Telegram are small applications that run entirely within the platform and can be designed to support any kind of task or service.
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.
Learn More
