Perfex CRM + Superchat

Generate new leads in Perfex CRM for every new inbound message in Superchat

Stay on top of your inquiries with this efficient workflow. Once set up, each new inbound message in Superchat will result in a new lead being created in Perfex CRM. Streamline your leads management, make sure all your potential customers are attended to promptly and enhance the productivity of your sales team. Leverage this automatic process to capture leads effortlessly from your chat conversations.

When this happens...
New Inbound Message
Triggers when a new message is received.
TriggerInstant
automatically do this!
Create Lead
Creates a Lead in the system.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a new contact is created.
Trigger
Instant
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New Inbound Message
Triggers when a new message is received.
Trigger
Instant
Try It
Note Created
Triggers when a new note is created.
Trigger
Instant
Try It
- Contact IDRequired
Action
Write
- First Name
- Last Name
- Gender
- Email Address(es)
- Phone Number(s)
Action
Write

- Sender nameRequired
- To (Email Address or Contact ID)Required
- Subject
- HTML
- Text
- Attachments (File IDs)
Action
Write
- Sender nameRequired
- To (Phone Number or Contact ID)Required
Action
Write

- Conversation IDRequired
Action
Write
- Conversation IDRequired
Action
Write
- File NameRequired
- FileRequired
Action
Write
- IDRequired
Action
Search
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

Contact Updated
Triggers when a contact is modified.
Trigger
Instant
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Message Sending Failed
Triggers when sending an outbound message failed.
Trigger
Instant
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New Outbound Message
Triggers when a new message is sent.
Trigger
Instant
Try It
- Webhook Target URLRequired
- Values
Action
Write
- Conversation IDRequired
- ContentRequired
Action
Write
- Sender nameRequired
- To (identifier)Required
- Content TypeRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Gender
- Email Address(es)
- Phone Number(s)
Action
Write
- Conversation IDRequired
Action
Write
- Conversation IDRequired
- StatusRequired
Action
Write
- FieldRequired
- ValueRequired
Action
Search
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

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.

Learn more

Related categories

CRM (Customer Relationship Management)

About Superchat

Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Perfex CRM + Superchat

Generate new leads in Perfex CRM for every new inbound message in Superchat

Contact Created

New Inbound Message

Note Created

Add Contact to Contact List

Create Contact

Send Email

Send WhatsApp Template

Update Conversation Assignees

Update Conversation Labels

Upload File

Find a File

New Customer

New Invoice

New Payment

New Proposal

New Ticket

Create Contract

Create Invoice

Create Project

Create Task

Create Estimate

Find or Create Customer

Contact Updated

Message Sending Failed

New Outbound Message

Start an Automation

Create Note

Send Message

Update Contact

Update Conversation Inbox

Update Conversation Status

Find a Contact

New Contract

New Estimate

New Lead

New Project

New Task

Create Timesheet

Create Customer

Create Lead

Create Proposal

Create Ticket

Find Customer

About Perfex CRM

Related categories

About Superchat

Related categories

Similar apps

Zapier Interfaces