Word: It is a module for Perfex CRM.
WhatsApp Cloud API for Perfex
The WhatsApp Enterprise Platform Intergration module for Perfex CRM, provides medium to giant companies the flexibility to attach with prospects at scale, utilizing Cloud API and free messaging,
underneath WhatsApp Enterprise Account (WABA) limits.
You can begin conversations with prospects, ship buyer notifications or infromation concerning actions that happen in your Perfex CRM (Bill technology, Proposals and so forth – Please test the total motion record beneath).
It merely affords your prospects a stage of customized service and supply assist within the channel that your prospects desire principally to be reached on: WhatsApp!
With our module, you’ll be able to ship messages to prospects and workers members of your Perfex CRM, utilizing cloud-based servers owned by Meta to host the WhatsApp Enterprise API consumer.
Messages may be triggered underneath your particular guidelines, created utilizing a particular set off level, out of the commonest Perfex CRM’s capabilities (IE When a brand new Lead is created and so forth).
The Cloud API means that you can implement WhatsApp Enterprise APIs with out the price of internet hosting of your personal servers and likewise means that you can extra simply scale your online business messaging.
With a view to ship messages utilizing the WhatsApp Enterprise Platform you will have a reputation to be displayed within the WhatsApp messages seen by prospects, a telephone quantity related along with your
enterprise account, a WhatsApp Enterprise Account, and a Meta Enterprise Supervisor.
The present Enterprise Use Case Fee Limits may be discovered here.
Present model’s supported actions record
– Broadcast (customized) messages. You’ll be able to ship customized messages that embrace a dynamic (merge) subject and an optionally available picture.
– Obtainable notifications for Contacts (new contact creation):
1) WhatsApp notification to the contact’s telephone quantity via a template that helps merge fields.
– Obtainable notifications for Invoices (new bill creation):
1) WhatsApp notification to the telephone variety of the first contact of the associated Buyer, via a template that helps merge fields.
2) WhatsApp notification to the telephone variety of the chosen Workers member, via a template that helps merge fields.
– Obtainable notifications for Leads (new lead creation):
1) WhatsApp notification to the Lead’s assigned workers member, via a template that helps merge fields.
2) WhatsApp notification to the Leaded contact, via a template that helps merge fields.
– Obtainable notifications for Duties (new venture’s job creation):
1) WhatsApp notification to the telephone variety of the first contact of the associated Buyer, via a template that helps merge fields.
2) WhatsApp notification to the telephone variety of the primary Workers member assigned within the Activity, via a template that helps merge fields.
– Obtainable notifications for Initiatives (new venture creation from admin space):
1) WhatsApp notification to the telephone variety of the first contact of the associated Buyer, via a template that helps merge fields.
2) WhatsApp notification to the telephone variety of the primary Workers member assigned within the Challenge, via a template that helps merge fields.
– Obtainable notifications for Proposals (new proposal creation):
1) WhatsApp notification to the telephone variety of the first contact of the associated Proposal, via a template that helps merge fields.
2) WhatsApp notification to the telephone variety of the chosen Workers member, via a template that helps merge fields.
– Obtainable notifications for Tickets (new ticket’s creation):
1) WhatsApp notification to the telephone variety of the first contact of the associated Buyer, via a template that helps merge fields.
2) WhatsApp notification to the telephone variety of the Workers member assigned within the Ticket, via a template that helps merge fields.
– Obtainable notifications for Cost (new fee seize creation):
1) WhatsApp notification to the telephone variety of the first contact of the associated Buyer, via a template that helps merge fields.
2) WhatsApp notification to the telephone variety of the Workers member chosen, via a template that helps merge fields.
– WhatsApp OTP:
1) Obtainable for Workers Members (wants an already accessible mapped template)
Needless to say:
– Major contact of the Buyer might be used for receiving the above WhatsApp notifications, in case a legitimate cell phone quantity with nation code exists within the contact.
– Merge fields can be found throughout template mapping of all notifications.
– An in depth logging space (please test screenshots) will assist you to debug attainable points when a message fails.
– You’ll be able to skip verification of your Fb App used for sending messages, however that will restrict you to 50 free messages per day.
– Broadcast messages can embrace as much as one dynamic (merge) subject.
– Module makes use of motion hooks with the intention to seize information, thus, programmatic methods usually are not monitored.
On-line Documentation
Our module offers an entire, step-by-step documentation with detailed data and display recorded movies.
Assist
It takes solely a couple of seconds to be put in and activated. Documentation is out there online, with the intention to be certain that you’ll go clean via putting in/activating course of.
You probably have any questions, be at liberty to lift a assist ticket at our support area.
Guys from assist division will get again to you as quickly as attainable with a reply.
Word that completely no coding is required! Simply comply with the directions and be capable of use our module in minutes.
Model 1.2.9
- Clone motion at mapped template added - Delayed cron perform added - OTP Template Button Assist - Doc Kind template assist in Invoices, Proposals, and Funds and BroadCast Messages - Stability and efficiency fixes
Model 1.2.8
- Added "WhatsApp Updates" telephone quantity subject at Shopper's profile, to override deafult telephone quantity notifications are despatched to
Model 1.2.7
- Compatibility fixes
Model 1.2.6
- Enhancement: Code Enhancements - Repair: Merge Fields not working in some set off instances
Model 1.2.5
- New characteristic: WhatsApp OTP
Model 1.2.4
- New characteristic: Dynamic Fields (Merge Fields) in Broadcast Messages
Model 1.2.3
- New characteristic: Statistic particulars for messages utilization added - Compatibility fixes for PHP 8.2 and final model of Perfex CRM
Model 1.2.2
- Repair: UI parts compatibility with Perfex core's newest theme - Repair: Broadcast message was not being despatched underneath particular circonstances
Model 1.2.1
- New characteristic: Restrict utilization of the module, primarily based on Roles & Permissions of Workers members - Enhancement: Debug space is improved, displaying detailed details about every execution - Minimal PHP model required: 7.4 / Perfex CRM v3.0
Model 1.2.0
- New characteristic: Means to ship automation messages to Leads (prospects) - New characteristic: Means to ship broadcast messages (with out merge fields) that assist photographs, to Leads, Prospects and Workers members
Model 1.1.1
- Enhancement: Efficiency Enhancements - Repair: Minor bug fixes - Repair: FA Icons up to date for Perfex v3 - Repair: Compatibility fixes for Perfex v3
Model 1.1.0b
- Repair: Tickets' set off enhancements - Repair: TCPDF ERROR in some installations
Model 1.1.0
- New characteristic: Added assist for Tickets - New characteristic: Added assist for Funds - Enhancement: Separation of Challenge/Activity hyperlinks (Workers/Buyer) - Enhancement: Spanish language assist added - Enhancement: Varied code enhancements
Model 1.0
- Preliminary launch
