Facebook Messenger + Perfex CRM

Create new Perfex CRM leads from new Facebook Messenger messages sent to page

Boost your business responsiveness and accuracy with this efficient workflow. When a new message is sent to your page on Facebook Messenger, a lead is directly created in your Perfex CRM. Streamline your communication and never miss a potential client with this seamless interaction between Facebook Messenger and Perfex CRM. Boost your engagement and lead management by keeping track of every conversation in real-time.

When this happens...
New Message Sent to Page
Triggers when a new Message is sent to a page.
TriggerInstant
automatically do this!
Create Lead
Creates a Lead in the system.
ActionWrite

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Supported triggers and actions

- PageRequired
Trigger
Instant
Try It
New Contract
Triggers when a new contract created.
Trigger
Polling
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It

New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Task IdRequired
- Start TimeRequired
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write

- companyRequired
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Write
- SourceRequired
- StatusRequired
- NameRequired
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phonenumber
- Company
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
Action
Write
- SubjectRequired
- Related TypeRequired
- Related IDRequired
- Proposal ToRequired
- DateRequired
- Open Till Date
- Currency IdRequired
- EmailRequired
- Discount Type
- Status Id
- Assigned id
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- Item DescptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
Action
Write
- SubjectRequired
- DepartmentRequired
- Contact IdRequired
- User IdRequired
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- IDRequired
Action
Search

- Response Msg
- PageRequired
- Recipient IdRequired
- TextRequired
Action
Write
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
- Contact IdRequired
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
- SubjectRequired
- Date StartRequired
- Client IdRequired
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer IdRequired
- Invoice NumberRequired
- Invoice DateRequired
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Relation TypeRequired
- Item DescriptionRequired
- Item Long DescrptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitsRequired
- Allowed Payment Modes
- Billing StreetRequired
- SubtotalRequired
- TotalRequired
Action
Write
- Project NameRequired
- Related TypeRequired
- Client IDRequired
- Billing TypeRequired
- Start DateRequired
- StatusRequired
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Task NameRequired
- Start DateRequired
- Is Public?
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related TypeRequired
- Related ID
- Tags
- Description
Action
Write
- Client IdRequired
- Estimate NumberRequired
- Estimate DateRequired
- Due Date
- CurrencyRequired
- Item IdRequired
- Item Related IdRequired
- Item Rel TypeRequired
- DescriptionRequired
- Item Long DescriptionRequired
- Item QuantityRequired
- Item RateRequired
- Item UnitRequired
- SubtotalRequired
- TotalRequired
- Billing StreetRequired
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- IDRequired
- companyRequired
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Search or write

About Facebook Messenger

Facebook Messenger is a messaging app and platform. Users can send messages and exchange photos, videos, stickers, audio, and other files. This app on Zapier works for conversations that are sent to and from Facebook pages and does not yet support direct messages to a user.

Related categories

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

Learn more

Related categories

CRM (Customer Relationship Management)

Facebook Messenger + Perfex CRM

Create new Perfex CRM leads from new Facebook Messenger messages sent to page

Supported triggers and actions

New Message Sent to Page

New Contract

New Estimate

New Lead

New Project

New Task

Create Timesheet

Create Customer

Create Lead

Create Proposal

Create Ticket

Find Customer

Send Message From Page

New Customer

New Invoice

New Payment

New Proposal

New Ticket

Create Contract

Create Invoice

Create Project

Create Task

Create Estimate

Find or Create Customer

About Facebook Messenger

Related categories

About Perfex CRM

Related categories