Perfex CRM WhatsApp Integration
In much of the world, customers read WhatsApp messages long before they open an email. Sending invoices, reminders and updates from Perfex CRM on WhatsApp gets faster replies and faster payments.
We integrate Perfex with the official WhatsApp Business Platform, either directly through Meta's Cloud API or through a provider you already use. Messages go out automatically on Perfex events, and replies are logged against the right customer or lead.
What the Integration Does
Invoice and estimate delivery
Send invoices, estimates and proposals as WhatsApp messages with a PDF or a link to pay or accept online.
Payment reminders
Automatic reminders before and after due dates, matching Perfex's overdue reminder settings.
Ticket and project updates
Notify customers when tickets are answered or project milestones are completed.
Instant lead alerts
Alert salespeople on WhatsApp the moment a new lead arrives from your website, Meta or Google ads.
Two-way chat in Perfex
Customer replies are logged on the customer or lead record, and staff can reply from inside Perfex within WhatsApp's 24-hour service window.
Template management
Manage Meta-approved message templates and map Perfex merge fields such as customer name, invoice number and amount.
How We Set It Up
- 1
Set up WhatsApp Business
We connect your business number to Meta's Cloud API or your chosen provider and verify your business.
- 2
Create templates
Message templates for invoices, reminders and alerts are written and submitted for Meta approval.
- 3
Connect Perfex events
Templates are linked to Perfex events with opt-in controls per customer.
- 4
Go live
Messages and replies are logged in Perfex, with delivery and read status.
Every integration is a standalone, upgrade-safe Perfex module. Need something different? See our custom API integration and module development services.
FAQs
Can Perfex CRM send invoices on WhatsApp?
Yes, with an integration. We connect Perfex to the WhatsApp Business Platform so invoices, estimates and reminders are sent automatically as WhatsApp messages.
Do I need the official WhatsApp Business API?
For automated messages from Perfex, yes. Unofficial tools that automate the WhatsApp app risk your number being banned. We use Meta's Cloud API or an official provider.
What are WhatsApp message templates?
Business-initiated messages must use templates approved by Meta. We write and submit templates for each Perfex event, such as invoice sent or payment overdue.
How much does WhatsApp messaging cost?
Meta charges per template message, with rates that vary by country and message category. Replies inside the 24-hour customer service window are handled differently. We help you estimate costs for your volume.
Can staff chat with customers from Perfex?
Yes. Incoming messages appear on the customer or lead record, and staff can reply from Perfex during the 24-hour service window.
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