How do I Automate my perfex crm
Status: Closed · Asked by Mohamed Enab on · 0 views
I want to automate my perfex crm . I already integrated pabbly with the CRM and receive leads which come from Facebook ads to my crm.
Now I want to integrate CRM with WhatsApp so that when admin assign leads to one of staff not only send email to him but also send him a message through WhatsApp to inform him with notification.
Is it possible and how can i do that?
And if it possible which plan should i purchase?
Thanks for help !
Hey @Mohamed Enab
In your automation, if you want to send WhatsApp messages as well after creating the leads in Perfex CRM then kindly use the WhatsApp Cloud API.
youtube.com/watch?v=wCNhfwYcKh0
And if it possible which plan should i purchase?
We suggest that you begin by outlining our workflow before proceeding to tally all compensated tasks. The accompanying video lesson can aid you in this process, allowing you to track each paid task with every execution.
thank you for replying, but I want to send watsapp messages to my staff members not to the leads
but I want to send watsapp messages to my staff members not to the leads
Yes, to send WhatsApp messages please check the second part of the video lesson where we have shown how you can send WhatsApp messages using Cloud API.
thanks again for your interest, but I think you did not get my point.
I want to trigger the notification on my perfex crm to Pabbly and then send the notification as a WhatsApp message to the staff member who received the notification and the email. Did you get it !! If not please inform me so I can describe it more. thanks
Hey @Mohamed Enab
Please review the attached screenshot within Perfex CRM detailing the steps involved in the use of the WhatsApp Cloud API action. This will provide clarity on the procedure you need to follow for the same action.
