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Facebook Messenger + Perfex CRM

Create new Perfex CRM leads from new Facebook Messenger messages sent to page

Boost your business responsiveness and accuracy with this efficient workflow. When a new message is sent to your page on Facebook Messenger, a lead is directly created in your Perfex CRM. Streamline your communication and never miss a potential client with this seamless interaction between Facebook Messenger and Perfex CRM. Boost your engagement and lead management by keeping track of every conversation in real-time.

Boost your business responsiveness and accuracy with this efficient workflow. When a new message is sent to your page on Facebook Messenger, a lead is directly created in your Perfex CRM. Streamline your communication and never miss a potential client with this seamless interaction between Facebook Messenger and Perfex CRM. Boost your engagement and lead management by keeping track of every conversation in real-time.

  1. When this happens...
    Facebook MessengerFacebook Messenger
    New Message Sent to Page

    Triggers when a new Message is sent to a page.

    TriggerInstant
  2. automatically do this!
    Perfex CRMPerfex CRM
    Create Lead

    Creates a Lead in the system.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • PageRequired

    Trigger
    Instant
    Try It
  • Perfex CRM triggers, actions, and search

    New Contract

    Triggers when a new contract created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Estimate

    Triggers when a new estimate is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Scheduled
    Try It

    • Response Msg

    • PageRequired

    • Recipient IdRequired

    • TextRequired

    Action
    Write
  • Perfex CRM triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
  • Perfex CRM triggers, actions, and search

    New Payment

    Triggers when a new payment is created.

    Trigger
    Scheduled
    Try It
facebook-messenger logo
facebook-messenger logo

About Facebook Messenger

Facebook Messenger is a messaging app and platform. Users can send messages and exchange photos, videos, stickers, audio, and other files. This app on Zapier works for conversations that are sent to and from Facebook pages and does not yet support direct messages to a user.
Learn more

Related categories

  • Facebook
  • Social Media Marketing
perfex-crm logo
perfex-crm logo

About Perfex CRM

Perfex CRM Official Connector for seamless integrations and automations.
Learn more

Related categories

  • CRM (Customer Relationship Management)