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WhatsApp Cloud API Business Integration module for Perfex CRM

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Note: This is a module for Perfex CRM.

Brief description

The WhatsApp Business Platform Intergration module for Perfex CRM, gives medium to large businesses the ability to connect with customers at scale, using Cloud API and free messaging, under WhatsApp Business Account (WABA) limits. You can start conversations with customers, send customer notifications or infromation regarding actions that occur in your Perfex CRM (Invoice generation, Proposals etc – Please check the full action list below).

It simply offers your customers a level of personalized service and provide support in the channel that your customers prefer mostly to be reached on: WhatsApp!

With our module, you can send messages to customers and staff members of your Perfex CRM, using cloud-based servers owned by Meta to host the WhatsApp Business API client.
Messages can be triggered under your specific rules, created using a selected trigger point, out of the most common Perfex CRM’s functions (IE When a new Lead is created etc).

WhatsApp module for Perfex CRM



WhatsApp module templates for Perfex CRM


The Cloud API allows you to implement WhatsApp Business APIs without the cost of hosting of your own servers and also allows you to more easily scale your business messaging.
In order to send messages using the WhatsApp Business Platform you will need a name to be displayed in the WhatsApp messages seen by customers, a phone number associated with your business account, a WhatsApp Business Account, and a Meta Business Manager. The current Business Use Case Rate Limits can be found here.

Current version’s supported actions list

– Available notifications for Contacts (new contact creation):
1) WhatsApp notification to the contact’s phone number through a template that supports merge fields.

– Available notifications for Invoices (new invoice creation):
1) WhatsApp notification to the phone number of the primary contact of the related Customer, through a template that supports merge fields.
2) WhatsApp notification to the phone number of the selected Staff member, through a template that supports merge fields.

– Available notifications for Leads (new lead creation):
1) WhatsApp notification to the Lead’s assigned staff member, through a template that supports merge fields.

– Available notifications for Tasks (new project’s task creation):
1) WhatsApp notification to the phone number of the primary contact of the related Customer, through a template that supports merge fields.
2) WhatsApp notification to the phone number of the first Staff member assigned in the Task, through a template that supports merge fields.

– Available notifications for Projects (new project creation):
1) WhatsApp notification to the phone number of the primary contact of the related Customer, through a template that supports merge fields.
2) WhatsApp notification to the phone number of the first Staff member assigned in the Project, through a template that supports merge fields.

– Available notifications for Proposals (new proposal creation):
1) WhatsApp notification to the phone number of the primary contact of the related Proposal, through a template that supports merge fields.
2) WhatsApp notification to the phone number of the selected Staff member, through a template that supports merge fields.


Keep in mind that:

– Primary contact of the Customer will be used for receiving the above WhatsApp notifications, in case a valid mobile phone number with country code exists in the contact.
– Merge fields are available during template mapping of all notifications.
– A detailed logging area (please check screenshots) will help you debug possible issues when a message fails.
– You can skip verification of your Facebook App used for sending messages, but that would limit you to 50 free messages per day.

Online Documentation

Our module provides a complete, step-by-step documentation with detailed information and screen recorded videos.

WhatsApp Cloud API Business Integration module for Perfex CRM - 1




WhatsApp Cloud API Business Integration module for Perfex CRM - 2
WhatsApp Cloud API Business Integration module for Perfex CRM - 3

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