WhatsApp Cloud API Business Integration module for Perfex CRM

Description

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 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 – Broadcast custom messages You can send custom messages that include a dynamic merge field and an optional image – 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 2 WhatsApp notification to the Leaded contact 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 from admin area 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 – Available notifications for Tickets new ticket s 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 Staff member assigned in the Ticket through a template that supports merge fields – Available notifications for Payment new payment capture 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 Staff member selected through a template that supports merge fields – WhatsApp OTP 1 Available for Staff Members needs an already available mapped template 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 – Broadcast messages can include up to one dynamic merge field – Module uses action hooks in order to capture data thus programmatic ways are not monitored Online Documentation Our module provides a complete step-by-step documentation with detailed information and screen recorded videos Support It takes only a few seconds to be installed and activated Documentation is available online in order to ensure that you will go smooth through installing activating process If you have any questions feel free to raise a support ticket at our support area Guys from support department will get back to you as soon as possible with a reply Note that absolutely no coding is needed Just follow the instructions and be able to use our module in minutes Version 1 2 9 – Clone action at mapped template added – Delayed cron function added – OTP Template Button Support – Document Type template support in Invoices Proposals and Payments and BroadCast Messages – Stability and performance fixes Version 1 2 8 – Added WhatsApp Updates phone number field at Client s profile to override deafult phone number notifications are sent to Version 1 2 7 – Compatibility fixes Version 1 2 6 – Enhancement Code Improvements – Fix Merge Fields not working in some trigger cases Version 1 2 5 – New feature WhatsApp OTP Version 1 2 4 – New feature Dynamic Fields Merge Fields in Broadcast Messages Version 1 2 3 – New feature Statistic details for messages usage added – Compatibility fixes for PHP 8 2 and last version of Perfex CRM Version 1 2 2 – Fix UI elements compatibility with Perfex core s latest theme – Fix Broadcast message was not being sent under specific circonstances Version 1 2 1 – New feature Limit usage of the module based on Roles Permissions of Staff members – Enhancement Debug area is improved showing detailed information about each execution – Minimum PHP version required 7 4 Perfex CRM v3 0 Version 1 2 0 – New feature Ability to send automation messages to Leads customers – New feature Ability to send broadcast messages without merge fields that support images to Leads Customers and Staff members Version 1 1 1 – Enhancement Performance Improvements – Fix Minor bug fixes – Fix FA Icons updated for Perfex v3 – Fix Compatibility fixes for Perfex v3 Version 1 1 0b – Fix Tickets trigger improvements – Fix TCPDF ERROR in some installations Version 1 1 0 – New feature Added support for Tickets – New feature Added support for Payments – Enhancement Separation of Project Task links Staff Customer – Enhancement Spanish language support added – Enhancement Various code enhancements Version 1 0 – Initial release