Perfex CRM + WhatsApp Notifications

Send messages in WhatsApp Notifications for new customers in Perfex CRM

With this workflow, whenever you acquire a new customer on Perfex CRM, a personalized message will be dispatched to them through WhatsApp Notifications. Capitalizing on this automation, your business can immediately engage with new customers, amplifying your customer service reach and efficiency. It supports a dynamic interaction strategy by facilitating immediate, personalized communication with each new addition to your client base.

With this workflow, whenever you acquire a new customer on Perfex CRM, a personalized message will be dispatched to them through WhatsApp Notifications. Capitalizing on this automation, your business can immediately engage with new customers, amplifying your customer service reach and efficiency. It supports a dynamic interaction strategy by facilitating immediate, personalized communication with each new addition to your client base.

  1. When this happens...
    Perfex CRMPerfex CRM
    New Customer

    Triggers when a new customer is created.

    TriggerPolling
  2. automatically do this!
    WhatsApp NotificationsWhatsApp Notifications
    Send Message

    Sends a message to a WhatsApp user.

    ActionWrite
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Supported triggers and actions

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About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.
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Related categories

  • CRM (Customer Relationship Management)
whatsapp-notifications logo
whatsapp-notifications logo

About WhatsApp Notifications

Receive notifications on WhatsApp.

Related categories

  • Communication
  • Notifications
  • Phone & SMS