Getting Started
The WhatsApp Official Cloud API Chat & Marketing module integrates the official Meta WhatsApp Cloud API with Perfex CRM, enabling real-time two-way communication between your staff and clients directly from the Perfex CRM dashboard. With this module, your team can chat with customers, run marketing campaigns, set up automated bots, and manage message templates โ all without leaving your CRM.
Unlike third-party WhatsApp solutions, this module connects directly to the official WhatsApp Cloud API provided by Meta, ensuring reliable message delivery, compliance with WhatsApp Business policies, and access to the latest platform features.
Key Featuresโ
- Real-Time Chat Interface โ send and receive WhatsApp messages from within Perfex CRM with a familiar chat UI
- Marketing Campaigns โ create and send bulk WhatsApp campaigns to targeted contact lists using approved templates
- Message Templates โ design, submit, and manage WhatsApp-approved message templates for notifications and campaigns
- Bot Automation โ build automated reply flows triggered by keywords, events, or schedules
- Quick Replies โ save frequently used responses for rapid one-tap replies during live chats
- Bulk Contacts & Groups โ organize contacts into groups for targeted campaign delivery
- Comprehensive Logs โ track all automated interactions including campaign deliveries and bot responses with detailed logging
Requirementsโ
| Requirement | Details |
|---|---|
| Perfex CRM | v3.0 or higher |
| PHP | 7.4 or higher |
| Facebook Developers Account | Required to create and manage your Meta App |
| Facebook App | Created via a verified or unverified Business/Individual account |
| WhatsApp Business Account | Linked to your Meta App |
| SSL Certificate | Your Perfex CRM domain must be served over HTTPS (required for webhooks) |
If business verification is skipped on your Meta account, WhatsApp messaging will be limited โ you can only message up to 250 unique users per 24-hour period and cannot use certain template categories. Complete business verification to unlock full messaging capacity.
Installationโ
Follow these steps to install the module in your Perfex CRM instance:
- Log in to your Perfex CRM as an Administrator.
- Navigate to Setup > Modules from the main menu.
- Click the Upload Module button.
- Select the ZIP file downloaded from CodeCanyon and press Install.
- Once uploaded, locate the WhatsApp Cloud API Chat & Marketing module in the modules list.
- Click Activate to enable the module.
- Enter your License Key when prompted to verify your purchase.
After successful activation, the WhatsApp module will appear in your Perfex CRM sidebar navigation.
If the module does not appear in the sidebar after activation, clear your browser cache and refresh the page. Ensure your license key was accepted and the module status shows "Active" under Setup > Modules.
Post-Installation Checklistโ
Before you can start sending and receiving WhatsApp messages, complete the following:
- Create a Facebook Developers Account (if you don't already have one)
- Create a Facebook/Meta App with WhatsApp product enabled
- Generate a permanent access token for the WhatsApp Cloud API
- Configure the webhook URL in your Meta App settings
- Complete business verification (recommended for full messaging capacity)
- Module activated and license key verified in Perfex CRM
What's Next?โ
- Configuration โ set up your Meta App, configure API credentials, and connect the WhatsApp Cloud API
- Usage Guide โ learn how to chat, run campaigns, manage templates, bots, quick replies, and bulk contacts
- WhatsApp Logs โ view and manage logs of all automated interactions, campaigns, and bot responses