Step by Step Integration

Twilio Integration steps

Zoom Integration

Zoom Integration

Staff Permission

Twilio No & Permission

Mail Box

Integration

Whatsapp Integration

Integration

Api's setup cost

Twilio & Zoom setup

1st Step

Note: Before make a call kindly set your Geographic Permissions click here:

Install the lead mamanger module and activate from modules.

1- Open then Perfex CRM click into Setup

2- Setup--> Settings--> Lead manager--> Twilio Voice call

Enter below fields:

1-Account SID:

2-Auth Token:

3-Twilio Phone Number: There is no space allowed in phone number. Correct formate is- +1123456789

4-Twiml app SID:

2nd Step

URL- https://www.twilio.com/console

1- Account SID

2- Auth Token

3rd Step

URL- https://www.twilio.com/console/phone-numbers/incoming

1st Step

Step 1- Phone Numbers--> Manage--> TwiMl Apps--> click on Create new TwiML App

Step 2- 2.1 Friendly Name: Lead manager

Step 2- 2.2 Voice Configuration:

Step 2- 2.2.1 Request URL: https://example.com/lead_manager/Call_control/handleCall

Step 2- 2.2.2 Request Method: HTTP GET

2nd Step

click on Left side top corner Develop Tab

Step 1- Phone Numbers--> Manage--> TwiMl Apps--> click on Create new TwiML App

1st Step

Step1: Click on Develop Tab --> Phone Numbers --> Manage--> Active numbers---> Add the webhook

Step2: Click on Active Number--> Configure Tab

Add Webhook under "A CALL COMES IN" https://domain name/lead_manager/Call_control/handleCall

Request Method: HTTP GET

1st Step

Note:Before make a call kindly set your Geographic Permissions click here:

Step1: Open then Perfex CRM click into Setup

Step2: Setup--> Settings--> Sms--> Twilio

2nd Step

URL- https://www.twilio.com/console

1- Account SID

2- Auth Token

3rd Step

Step3: Click on Develop Tab --> Phone Numbers --> Manage--> Active Number--->
Click on it --> Configure-->Scroll down

Under MESSAGING SERVICE "A MESSAGE COMES IN" Select Webhook

URL: https://domain name/lead_manager/Sms_control/incoming_sms_webhook

Request Method:HTTP GET

For getting missed call notification kindly add cron default functionality of CRM

1st Step

Step1: Setup--> Settings--> Lead manager--> Zoom Meeting

Create the developer account on zoom

Step2: Choose your app type- Server to Server OAuth
https://marketplace.zoom.us/develop/apps/

Step3: App Credentials

1st Step

Step1: Setup--> Settings--> Staff--> New staff members--->Profile(No special char or space allowed in number)

2nd Step

Step1: Setup--> Settings--> Staff--> New staff members--->Permissions

Mailbox is a module feature where you can add each staff email smtp and imap settings seperatly and allow them to access its own. Navigate to Mailbox >> setting

Note : CRON url should be adden in cpanel cron job otherwise IMAP will not work

1st Step

Note: Whatsapp integration would be support only perfex version grater than or equal to v2.9.0 otherwise contact us to customize.

Note: There is no support avilable without having facebook business approved account for whatsapp features.

Navigate to the Messaging > Senders > WhatsApp Senders section in the Twilio Console. Click the "Submit a WhatsApp Sender" button to create a new sender profile. If you already have a WhatsApp sender, the button will say "New WhatsApp Sender". Here you can create a new sender with your verified facebook business id.

Configure the above sender endpoint on just click on sender number. Note: all webhhooks would be set on post because whatsapp endpoint only support post.

2nd Step

Access the WhatsApp Message Templates page in Console by navigating to Messaging -> Senders -> WhatsApp Templates. Click the Submit a Message Template button. If you are not creating a template for the first time, you will see the New message template button. Click it to create additional templates. Read more about it click here.

All these above template content should be add here to. Navigate to CRM Setup >> Lead manager >> whatsapp template >> click on add template

3rd Step

Integration of Lead Manager module with whatsapp is too easy if you have a verified bussiness account on Facebook and approved by whatsapp.

Staff contact (number provided by twilio) should be whatsapp enabled. To nevigate this action go to you staff profile and update `Is twilio number whatsapp enable` to "yes"

Client/Lead contact (phone number) should be whatsapp enabled. To nevigate this action go to you Client/Lead profile and update `is twilio number whatsapp enable` to "yes".

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Now focus more on your core business and forget your tension on regards to API integration.We are here to save your valuable time and efforts by integrating all API's with lead manager.

Perfex Crm + Lead Manager + Twilio, Zoom Api's(30$)

Lead Manager + Twilio, Zoom Api's(20$)

If you are interested lets connect with us: sales@zonvoir.com

Step by Step Integration

Twilio Integration with Lead manager module.

Find details in Twilio account

Find the Twilio Phone Number.

Create New Twiml App SID.

Find the Twiml App SID in twilio account.

Twilio Voice Numbers & SMS Webhooks Setup

Twilio Sms integration

Find details in Twilio account

Missed call Notifications:

Zoom Api integration with lead manager

How to assign twilio number to staff.

How to assign Staff permission.

Mail Box Integration

In Twilio

Whatsapp Templates

IN CRM

Whatsapp Template

Cost for API's Integration

Our other modules