PerfexCRM + WA Web Plus Integration

Integrate PerfexCRM to WA Web Plus in one click, or tell Integrately AI how you want each lead handled. Capture customer chats, update your CRM records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • WA Web Plus
    WhatsApp event is received in WA Web Plus Instant
Arrow Right
2.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready WorkflowsReady Workflows   for PerfexCRM + WA Web Plus Integration

Capture WhatsApp interactions, create leads, update customer records, alert your team, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your PerfexCRM + WA Web Plus flow

Streamline communication and data management by syncing your core tools with finance, storage, and team messaging platforms. Pick a combination and activate it in one click.

PerfexCRM
WA Web Plus
+
StripeStripe (4)
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
+
TrelloTrello (4)
W
P
S
When a WhatsApp event is received in WA Web Plus, create a PerfexCRM lead and a Stripe customer.
WA Web Plus chat events instantly create leads in PerfexCRM and corresponding customers in Stripe without manual data entry.
W
P
S
When a WhatsApp event is received in WA Web Plus, create a PerfexCRM customer and generate a Stripe invoice.
Turn WhatsApp inquiries into PerfexCRM customer records and issue Stripe invoices automatically.
W
P
S
When a WhatsApp event is received in WA Web Plus, search for a PerfexCRM customer and review Stripe invoices.
Look up existing PerfexCRM customers and search Stripe invoices whenever a WhatsApp message arrives.
W
P
S
When a WhatsApp event is received in WA Web Plus, update a PerfexCRM customer and log payment details in Stripe.
Keep PerfexCRM customer records updated and track payment data in Stripe automatically.

Supported triggers and actions for PerfexCRM and WA Web Plus

Mix and match to build the exact automation you need

PerfexCRM
PerfexCRM Triggers & Actions
No trigger is available
Create lead in PerfexCRM
Generates new leads for potential customers
Try it →
Search lead in PerfexCRM
Retrieves information for a particular lead
Try it →
Create customer in PerfexCRM
Adds a new customer to the database
Try it →
Create ticket in PerfexCRM
Generates a new ticket
Try it →
Search customer in PerfexCRM
Locates and retrieves customer information
Try it →
Update customer in PerfexCRM
Updates a customer's information
Try it →
Create task in PerfexCRM
Creates a new task
Try it →
Create contact in PerfexCRM
Adds a new contact to the database
Try it →
Create invoice in PerfexCRM
Generates invoices for sales transactions
Try it →
Search invoice in PerfexCRM
Locates and retrieves invoices with
Try it →
Update task in PerfexCRM
Updates the task with new information or changes
Try it →
Search task in PerfexCRM
Searches for a task
Try it →
Create project in PerfexCRM
Creates a new project
Try it →
Search project in PerfexCRM
Searches for a project
Try it →
Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
Try it →
Search ticket in PerfexCRM
Searches for a ticket
Try it →
WA Web Plus
WA Web Plus Triggers & Actions
Instant
WhatsApp event is received in WA Web Plus
Triggers the automation when a WhatsApp event is received
Try it →
No action is available

What can you automate with PerfexCRM + WA Web Plus?

Streamline your customer operations by automating data flow between your WhatsApp management and CRM platforms.

What you can automate?
🔄
Automate Lead Creation From Chats
Turn every incoming WhatsApp interaction into a new PerfexCRM lead automatically. Eliminate manual data entry and speed up response times for prospective clients.
📋
Capture Every Submitted Chat Field
Map available WhatsApp chat details into precise PerfexCRM customer and contact fields instead of generic notes. Your CRM becomes a reliable source for review.
🔔
Alert Your Team Instantly
Notify designated staff members the moment a customer message arrives. Ensure urgent inquiries receive immediate attention without checking dashboards manually.
🔀
Route Based on Chat Content
Execute different actions depending on the specific content or tags in the WhatsApp message. Direct VIP inquiries to senior reps while standard requests follow normal flows.
📝
Keep Customer Records Up To Date
Update existing PerfexCRM customer profiles automatically whenever new details are shared in ongoing WhatsApp conversations. Prevent outdated information.
🔍
Search Before Creating Records
Check if a customer already exists in PerfexCRM before creating a new entry. Avoid duplicate records and maintain a clean database effortlessly.
💳
Manage Invoices and Billing Status
Create PerfexCRM invoices and customer accounts automatically when chat discussions confirm a purchase. Keep sales and billing synchronized.
🌐
Extend Workflows With Supporting Apps
Connect your core pair with Slack, Gmail, or Stripe to notify teams, send emails, or manage payments as part of a multi-step automation.
And much more...

Who is PerfexCRM + WA Web Plus integration for?

Connecting PerfexCRM and WA Web Plus helps support, sales, and management teams eliminate manual data entry and keep customer records instantly updated.

Performance Marketers
Performance Marketers
Customer Support Leads
Customer Support Leads
Project Managers
Project Managers
Sales Directors
Sales Directors
Account Managers
Account Managers
Operations Managers
Operations Managers
📈
Performance Marketers
You're running campaigns that generate inbound chats, but your tracking metrics only update when someone manually exports records, so the lead counts you review are always outdated — with this integration, every new interaction lands in your CRM instantly and your data stays current.
Customer Support Leads
You manage client inquiries arriving via messaging channels, but delayed ticket creation leaves customers waiting for a response — automating both apps means every chat event instantly generates a support ticket and your team can act immediately.
📋
Project Managers
You coordinate client deliverables based on chat conversations, but tracking project updates by hand leads to missed milestones and incomplete records — connecting these apps means every project task is created automatically and your timeline remains accurate.
💼
Sales Directors
Your team handles high volumes of prospect enquiries every day, but manual lead entry causes backlogs in the pipeline — with this integration, every chat inquiry creates a PerfexCRM lead instantly and your sales reps never miss a follow-up.
🤝
Account Managers
You depend on upstream conversations to update client details, but scattered notes lead to communication gaps with your accounts — automating both apps means customer records update in real time and your relationship history stays complete.
📊
Operations Managers
You need reliable audit trails across customer touchpoints, but manual record-keeping results in missing entries and mismatched data — integrating these apps means every interaction is logged reliably and your database stays pristine.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate PerfexCRM + WA Web Plus

Build and manage your PerfexCRM + WA Web Plus automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect PerfexCRM + WA Web Plus with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect PerfexCRM to WA Web Plus?
Frequently Asked Questions
You can connect PerfexCRM to WA Web Plus in 1 click using ready workflows or by describing your process to Integrately AI. You can also connect other popular tools like Slack, Gmail, and Google Drive.
Can I automatically create PerfexCRM leads from WA Web Plus messages?
Frequently Asked Questions
Can I connect PerfexCRM, WA Web Plus, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for PerfexCRM and WA Web Plus?
Frequently Asked Questions
How does PerfexCRM handle customer records during automation?
Frequently Asked Questions
Can WA Web Plus trigger actions in PerfexCRM in real time?
Frequently Asked Questions
Do I need coding skills to automate PerfexCRM and WA Web Plus?
Frequently Asked Questions
Is the PerfexCRM and WA Web Plus integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect PerfexCRM or WA Web Plus With 1500+ Other Apps

PerfexCRM
Popular PerfexCRM Integrations
Connect PerfexCRM to CRMs, project management, and billing tools to manage your client relationships effectively.
See All
PerfexCRM Integrations arrow right
No popular apps found
WA Web Plus
Popular WA Web Plus Integrations
Sync WA Web Plus with messaging, support, and marketing platforms to keep customer communications flowing across your stack.