Connect Facebook Messenger and Perfex CRM to unlock the power of automation
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Set up your first integration
Quickly connect Facebook Messenger to Perfex CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Facebook Messenger with Perfex CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message Sent to Page" from Facebook Messenger.
Add your action
An action happens after the trigger—such as "Create Timesheet" in Perfex CRM.
You’re connected!
Zapier seamlessly connects Facebook Messenger and Perfex CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- PageRequired
Try ItTriggerInstant- New Contract
Triggers when a new contract created.
Try ItTriggerPolling - New Estimate
Triggers when a new estimate is created.
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling
- Response_msg
- PageRequired
- Recipient_idRequired
- TextRequired
ActionWrite- New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - New Payment
Triggers when a new payment is created.
Try ItTriggerPolling
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Connect Facebook Messenger and Perfex CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Facebook Messenger on the Zapier blog
Frequently Asked Questions about Facebook Messenger + Perfex CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Facebook Messenger and Perfex CRM
How do I integrate Facebook Messenger with Perfex CRM?
You can integrate Facebook Messenger with Perfex CRM using our integration platform. The process involves setting up a trigger on a new message in Facebook Messenger and configuring an action to create or update a customer record in Perfex CRM.
What permissions are required for the integration?
To integrate Facebook Messenger with Perfex CRM, you need admin permissions for both platforms. This ensures that triggers and actions are executed properly.
Can I automatically create a lead in Perfex CRM from a new Facebook message?
Yes, by setting up a trigger for new messages in Facebook Messenger, you can automate creating leads in Perfex CRM as an action.
Is it possible to send automated responses in Facebook Messenger from data in Perfex CRM?
Currently, the integration supports transferring data from Messenger to Perfex. Automating responses back on Messenger using data stored in Perfex requires custom scripts or additional configuration.
What happens if there's an error during the integration process?
If there's an error during the integration process between Facebook Messenger and Perfex CRM, you can check our error logs for detailed information and troubleshooting steps.
Are there predefined templates for common workflows between the two software?
While we provide guidelines for setting up triggers and actions, there aren't specific predefined templates. However, we offer flexible options to customize workflows as per your needs.
Can I filter specific messages to create tasks in Perfex CRM?
Yes, when setting up your trigger for new messages on Facebook Messenger, you can apply filters based on keywords or other criteria before creating tasks in Perfex CRM as an action.
