WhatsApp Cloud API Business Integration module for Perfex CRM

Description

Feature Highlights

• 💬 Native WhatsApp Cloud API – Send and receive WhatsApp messages directly inside Perfex CRM using Meta’s official Cloud API (no third-party gateways).
• 🔁 Two-Way Messaging & Logs – View full conversation history on Leads, Customers, Proposals, Invoices, and Tickets with searchable, exportable logs.
• 🧩 Automation Triggers – Auto-notify on new lead, invoice issued/overdue, estimate accepted, ticket reply, task update, and custom webhooks.
• 🧠 Template (HSM) & Session Messaging – Use approved message templates outside the 24-hour window, or reply freely within the session window.
• 📎 Media & Interactive Messages – Send images, PDFs, voice notes, buttons, lists, and URLs; attach invoices/estimates as files.
• 👥 Smart Routing & Multi-Number – Map phone numbers to teams/pipelines; round-robin or rule-based assignment; support multiple WABA numbers.
• 🔔 Bulk & One-to-One Campaigns – Segment via custom filters, tags, or pipelines; throttle rate and schedule campaigns safely.
• 🔒 Compliance & Opt-In – Built-in opt-in capture, footer attribution, GDPR tools, unsubscribe keywords, and per-template consent tracking.
• 🛠️ Admin Controls – Role-based permissions, per-user quotas, sandbox/testing mode, error handling with retry & fallback (email/SMS optional).
• 🔄 Lifetime Free Updates – Receive continuous improvements; wpshop.net provides limited support via email.

Detailed Overview

The WhatsApp Cloud API Business Integration module for Perfex CRM equips your sales, support, and finance teams with real-time WhatsApp inside the workflows they already use. Build trust with customers on their preferred channel, accelerate lead response times, reduce ticket back-and-forth, and boost invoice recovery with automated reminders—powered by Meta’s official Cloud API for reliability and compliance.

From templated drips for dormant leads to media-rich replies on tickets, this module centralizes conversations next to CRM records. Admins get granular control over templates, approval status, assignment rules, and analytics, while managers track response SLAs, agent productivity, and campaign ROI—all without leaving Perfex.

Comparison Table

Capability	This Module (Cloud API)	Unofficial Gateways / Web WhatsApp
Reliability & Uptime	✔ Meta Cloud API, server-grade	✖ Prone to bans / browser hacks
24-hr Session & Templates	✔ Full support with approvals	✖ Limited / non-compliant
Multi-Number / Team Routing	✔ Built-in mapping & rules	✖ Usually single device
Security & GDPR	✔ Tokens, scopes, PII controls	✖ Screen scraping / weak controls
Perfex Objects Integration	✔ Leads, Invoices, Tickets, Tasks	✖ Manual copy/paste
Ownership & Auditing	✔ Central logs & roles	✖ Agent phones silo data
Updates & Licensing	✔ GPL + lifetime free updates	✖ Recurring app/device fees

Installation Guide

1. Download & Install – Get the module ZIP from your wpshop.net account → Perfex Admin Setup → Modules → Install Module → Upload & Activate.
2. Create Meta App – Go to Meta for Developers → Create app (Business) → Add WhatsApp product → Connect/choose your WhatsApp Business Account (WABA).
3. Numbers & Templates – Add or select a phone number, verify it, and create/submit message templates (HSM) in Business Manager → WhatsApp Manager.
4. Tokens & IDs – Generate a system user or long-lived access token. Collect WABA ID, Phone Number ID, and App ID.
5. Webhook – In Meta app settings, set the module’s Callback URL & Verify Token (shown in module) and subscribe to WhatsApp events (messages, message_status, template_status, etc.).
6. Connect in Perfex – Open Settings → Integrations → WhatsApp Cloud API → paste Token, WABA & Phone IDs → choose default routing rules and media storage.
7. Automations – Under Automation enable triggers (new lead, invoice overdue, ticket reply, task status). Map each to a template (with variables) or a session message.
8. Test & Go Live – Use Sandbox/Test mode to send/receive with your verified numbers; verify logs and assignment before enabling for all teams.

Licensing Information

Distributed under the GPL (General Public License)—use and modify on unlimited Perfex installations. Purchases via wpshop.net include lifetime free updates and limited support via email for installation and core troubleshooting. Note: Meta/WhatsApp usage fees and template approval are handled in your own WABA and are not included.

FAQs

Do I need a verified WhatsApp Business Account?

We recommend a verified WABA for production throughput and template approvals. You can test in Sandbox first, then verify and scale.

Can I send messages outside the 24-hour window?

Yes—use approved message templates (HSM). The module maps CRM events to templates and variables (e.g., {customer_name}, {invoice_due_date}).

Does it support media and interactive buttons?

Absolutely. Send images, PDFs (e.g., invoices), audio, and interactive buttons/lists per WhatsApp Cloud API capabilities.

How are conversations assigned to staff?

Use routing rules: by pipeline, tag, country code, or round-robin. You can override at client or lead level.

What about opt-in and compliance?

The module includes opt-in capture, unsubscribe keywords, consent audit trails, and template approval tracking to help you stay compliant.

Why Choose the WhatsApp Cloud API Business Integration module for Perfex CRM?

This module gives you a secure, compliant, and scalable WhatsApp channel inside Perfex—no phones, no browser bots, no headaches. Close more deals with instant lead replies, reduce DSO with automated invoice nudges, and improve CSAT with fast, media-rich ticket updates. Backed by GPL freedom, lifetime updates, and wpshop.net’s reliable email support, it’s the professional way to bring WhatsApp into your CRM.

Start meaningful conversations today. Download the WhatsApp Cloud API Business Integration module for Perfex CRM from wpshop.net and turn WhatsApp into a high-conversion sales and support channel—complete with lifetime free updates and limited support via email.