Connect WhatsApp Business Cloud and Perfex CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Message Notification
Triggers when a new message is received.
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
New Task
Triggers when a new task is created
Do thisActions
Action is the task that follows automatically within your WhatsApp Business Cloud integrations.
List Templates
List Templates available in the specific phone number.
Send Text Message
Text messages can be sent in customer-initiated conversations only
Send Template Message
Send Template Message
WhatsApp human inteterface.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
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Frequently Asked Questions
To start, connect both your WhatsApp Business Cloud and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in WhatsApp Business Cloud triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how WhatsApp Business Cloud 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 WhatsApp Business Cloud 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 WhatsApp Business Cloud 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 WhatsApp Business Cloud
WhatsApp is a widely-used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.
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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