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Manychat + Perfex CRM

Create new leads in Perfex CRM for every new tagged user in Manychat

Streamline your contact management by instantly turning new tagged users in the Manychat app into leads in the Perfex CRM app. With this efficient workflow, each time you tag a user in Manychat, the information of that user turns into a lead in Perfex CRM. This not only helps improve your response time but also ensures no potential leads fall through the cracks, optimizing your marketing and sales efforts.

Streamline your contact management by instantly turning new tagged users in the Manychat app into leads in the Perfex CRM app. With this efficient workflow, each time you tag a user in Manychat, the information of that user turns into a lead in Perfex CRM. This not only helps improve your response time but also ensures no potential leads fall through the cracks, optimizing your marketing and sales efforts.

  1. When this happens...
    ManychatManychat
    New Tagged User

    Triggers when a new tag is added to a user.

    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?
  • Manychat triggers, actions, and search

    Chat Opened

    Triggers when a chat is opened with a user.

    Trigger
    Instant
    Try It
  • Manychat triggers, actions, and search

    New Order Paid

    Triggers when a user has purchased an order.

    Trigger
    Instant
    Try It

    • Custom FieldRequired

    Trigger
    Instant
    Try It

    • UserRequired

    • TagRequired

    Action
    Write

    • EventRequired

    Trigger
    Instant
    Try It
  • Manychat triggers, actions, and search

    New Subscriber

    Triggers when a user subscribes to your page.

    Trigger
    Instant
    Try It

    • TagRequired

    Trigger
    Instant
    Try It

    • First Name

    • Last Name

    • Phone

    • WhatsApp Phone

    • Email

    • Gender

    • Has Opt In Sms

    • Has Opt In Email

    • Consent Phrase

    Action
    Write
manychat logo
manychat logo

About Manychat

Manychat is an all-in-one Messenger Marketing platform. Create your Facebook Messenger bot for marketing, sales and support with our simple drag'n'drop builder. Effectively promote with built-in tools for growing audience. Start today – it's easy and free.
Learn more

Related categories

  • Social Media Marketing

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perfex-crm logo

About Perfex CRM

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

Related categories

  • CRM (Customer Relationship Management)