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Discussion on Facebook & Instagram Leads Synchronization module for Perfex CRM - Marketing Automation for Meta Ads

Discussion on Facebook & Instagram Leads Synchronization module for Perfex CRM - Marketing Automation for Meta Ads

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167 comments found.

hi i have 5 form 5 froms for 5 different sales perosn can we auto assign is possible ?

You can assign custom fields at each form and then be able to categorize leads accordingly.

Can you give me a reference on how to do it

Yeap, opening a support ticket within support area after purchase will end up in being guided by the engineers regarding your set up.

I want to purchase your software but before that I have few queries.

1. I have one facebook page and in that I have 5 different forms. And I want to give leads from all 5 forms to different 3 sales executives. How to do that. (Form A : sales A, form b : sales A, form C : sales B, form D : sales D like that)

2. Can I create round robin in the leads flow, like one form is assigned to 3 executives and all of them Get one lead turn by turn.

You will probably need to assign some custom fields to each form, so you can recognize each lead per sales target.

We dont have a round robin option at the moment, but thats a good addition to be considered. I’ll ensure that our development team receives this suggestion.

Can you develop that feature?

And what happen, If I want to alot leads of one campaign to 3 sales executives?

We will note your requests for potential addition to the backlog of this item’s development.

Thank you for sharing your feedback.

My License keep saying that Purchase key is not valid. Why?

This is not supposed to be happening.

Please raise a support ticketin within the support portal, so our engineers can help you with the local issue you are facing.

cannot selected product through support portal, I have flushed the licensed but still said my purchase code is invalid :(

Sounds like you are having an active support pack. Do you? If no, you will need to renew your support in order to be able to raise a support ticket.

Unable to choose one page, only all pages working (randomly choose pages). Do you have any ide? I opened a ticket, but doesen’t get help yet.

All support tickets are being responded within this item’s support turnaround time.

Can we get an updated documentation for Request for App Review?

Are all of these still needed? 1. ads_management 2. leads_retrieval 3. pages_manage_ads 4. pages_manage_metadata 5. pages_read_engagement

Before even getting to that step. When I submit a test lead, it’s not coming over to the CRM. Is there anyway you could assist?

Please raise a support ticket within support area so our engineers can help you with this technical question. Its sales here.

If I have SaaS Addon for Perfex CRM, can I enable this Addon for all users/companies without the Extended License?

You can either use an extended license or multiple single licenses in order to have it running in multiple instances.

Not on different domain names. Just one domain but with different companies using the SaaS Addon.

I wrote “multiple instances” – not domains. Each Perfex CRM instance is considered as a single copy and needs the respective license, according to CodeCanyon’s licensing policy > https://codecanyon.net/licenses/standard

Hello guys,

Message: app_tabs->add_settings_tab is deprecated since version 3.2.0! Use app->add_settings_section instead.

Can you please update the module.

Hello.

Thats a deprecation warning – not an error that blocks functionality and our team has already added it in the to-do’s list for next update.

To connect with facebook, Do I need to create an app everytime? Is there way like I have partner account I just login and connect with my pages, I have sass version it is very difficult to create an app for every clients

You need to create the application once per tenant and this is an one time task.

Hi I need all in one place

1. Advance Saas Version

2. Facebook and Google Integration

3. WhatsBot – WhatsApp Marketing, Bot, Chat & AI Personal Assistant Module for Perfex CRM

4. WhatsApp Official Cloud API Chat & Marketing module for Perfex CRM

5. Webhook Module (Send System leads to third party software)

6. Custom Leads Filters

7. Lead Follow up Scheduler

8. Mobile App

9. Lead Distribution System

10. In Sass version Custom Leads Statuses for all clients

let me know the cost and support

Your statements are correct.

Ok, if i purchased all modules from different vendors do i need to face any dependency errors or compatibility issues ?

We can only tell about our modules, which are independent and error-free.

Do you have a option or plugins to integrate Facebook, Insta , Google and LinkedIn Leads are in one place ? with Saas base plans

Our module supports Meta Pages Leads. It is an extension (module) for Perfex CRM. All available items can be found in portfolio.

iarts Purchased

Hello on Fetch/relist Facebook pages we receive Invalid Scopes: manage_pages.

Please raise a support ticket within support area so our engineers can help you with your local issue.

I would like to ask if this module is already compatible with the latest Perfex CRM versions, especially version 3.2+. If not, could you please provide an update to ensure full compatibility and stability with Perfex CRM 3.2 and higher?

Yes, it is compatible with the last version of Perfex CRM.

Need the ability to assign a lead to multiple staff members. Could you please let us know when this update is expected to be released? It’s a much-needed feature for our workflow right now.

This is not added to our backlog yet, but I noted your upvote for future implementation. Thanks!

Hello,

Please update the plugin to show the pages under the business manager. because it only shows the pages not under the business manager!

thnaks

Thats normal – our module uses personal tokens to handle the pages you admin under your personal account.

Hi, Thanks for the response.

However, almost all Facebook pages nowadays are managed under Business Manager — it’s become the standard. So, it’s really important for the plugin to support pages under the Business Manager as well.

This is a necessary feature now, not just optional. Please consider updating the module to support this.

Thanks again!

We will evaluate your suggestion. Thanks

Will this also work for Instagram?! or just fb?!

It works for Facebook Page related Leads.

Hi, If we have 3 sales people, how to allocate or assign leads to them, I think we can assign one page leads to one person only., however we run ads on one page and as the lead flow is heavy we hired 3 people, now we manually allocate those leads, kindly suggest how to do this

Leads are getting assigned to a specific Staff member.

Supporting multiple members is an addition our team will soon offer in a future update.

You state that we can use this module as saas. So does each tenant have to follow the steps in the video or can they connect directly to their own page as a result of our configuration?

So does every tenant have to go into Facebook developer and create their own application?

Or can he complete the process by simply connecting to Facebook through the application we set up and subscribing to his own page?

You can either create different apps for every tenant or one application that will contain all tenant’s URLs in the allowed list.

An uncaught Exception was encountered Type: GuzzleHttp\Exception\InvalidArgumentException

Message: json_decode error: Syntax error

Filename: /home/probiz/public_html/application/vendor/guzzlehttp/guzzle/src/Utils.php

Line Number: 277

Backtrace:

File: /home/probiz/public_html/application/vendor/guzzlehttp/guzzle/src/functions.php Line: 149 Function: jsonDecode

File: /home/probiz/public_html/modules/facebookleadsintegration/controllers/Facebookleadsintegration.php Line: 183 Function: GuzzleHttp\json_decode

File: /home/probiz/public_html/index.php Line: 322 Function: require_once

Sounds like a technical issue that you face there!

Please raise a support ticket within our support portal so our engineers can help you with that.

Does it work with leads obtained from META form ads?

It works for Leads generated by Forms added in Pages.

hello, when i click fetch facebok pages, i get an this error;

Feature Not Available Facebook Login is currently unavailable for this app.

That means you havent properly configured your module – please raise a support ticket within our support portal so our engineers can help you with that.

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