WhatsApp module for Perfex
πŸ‘‰ Get it now - $39 only!Perfex CRM modules Β»
  • WhatsApp Official Cloud API Chat & Marketing module
  • πŸ’ΎModule's Installation
  • 🚧Configuration Steps
    • πŸ’»1) Meta Application Configuration
      • πŸ‘·β€β™‚οΈ1a) Manual Connection (Recommended)
      • πŸ“±1b) Embedded Connection (Advanced)
    • πŸ› οΈ2) Module's Configuration
    • πŸ’‘3) Optional Settings
  • πŸ‘·Operational Guides
    • πŸ’¬WhatsApp Chat Interface
    • πŸ‘₯Bulk Contacts & Groups
    • πŸ€–Bots
    • πŸ“„Templates
    • πŸ“ΆCampaigns
    • πŸš€Quick Replies
  • πŸ–¨οΈWhatsapp Logs
  • ⛓️Changelog
  • πŸ“šUseful Resources
  • πŸ‘‰Get it now - $39 only!
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  • πŸ“¦ Before You Begin
  • 1️⃣ Login as Administrator
  • 2️⃣ Upload the Module
  • 3️⃣ Activate the Module
  • 4️⃣ Enter Your License Key
  • βœ… You're All Set!
  • πŸ†˜ Need Help?

Module's Installation

PreviousWhatsApp Official Cloud API Chat & Marketing moduleNextConfiguration Steps

Last updated 28 days ago

Installing and activating your new module in Perfex CRM takes just a few seconds. Follow the step-by-step guide below to ensure a smooth setup process.

πŸ’‘ Need help? Our support team is here for you! If you run into any problems, feel free to open a support ticket β€” we’ll respond as soon as possible.

πŸ“¦ Before You Begin

Make sure you have:

  • Access to the Admin area of your Perfex CRM installation.

  • The ZIP file you downloaded from CodeCanyon (do not extract it).

  • Your License Key, usually provided after purchase.


1️⃣ Login as Administrator

Navigate to your Perfex CRM Admin area, then go to: SETUP > MODULES


2️⃣ Upload the Module

  • Click the Upload Module button.

  • Select the ZIP file you downloaded from CodeCanyon.

  • Press Install.

Perfex CRM will automatically extract and place the module in the correct folder.


3️⃣ Activate the Module

Once the upload is complete:

  • Locate the newly listed module.

  • Click Activate.


4️⃣ Enter Your License Key

After clicking Activate, you’ll be prompted to enter your License Key.

πŸ” This step verifies your purchase and enables full access to the module.

Once verified, you’ll see a message confirming successful activation.


βœ… You're All Set!

Your module is now ready to use. You can find it in the main navigation or follow its individual guide for usage instructions.


πŸ†˜ Need Help?

If anything doesn’t go as expected:

  • Double-check that your Perfex CRM version is compatible with the module.

  • Ensure your ZIP file is untouched (not extracted or renamed).

  • Reach out through the Support Ticketing Area β€” we’re happy to assist!

πŸ’Ύ