Perfex CRM and TelegramBot Notification Module

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Category: Scripts

Description

Perfex CRM and TelegramBot Notification Module

Integrate Perfex CRM with Telegram using the Perfex CRM Telegram Integration Module to receive real-time notifications directly on your Telegram group or chat. This powerful module ensures you’re always up-to-date with instant alerts for critical CRM events, including updates to contacts, leads, invoices, tasks, projects, proposals, tickets, payments, staff, and contracts. By seamlessly connecting Perfex CRM with Telegram, you can enhance your workflow and improve communication efficiency, ensuring that important updates are never missed. Whether you’re managing sales leads or tracking project progress, this integration keeps you informed and responsive, allowing for quicker decision-making and improved customer service. Boost your CRM’s functionality with this essential integration and stay connected with your team and business operations at all times. The Perfex CRM Telegram Integration Module is an indispensable tool for businesses looking to optimize their CRM experience with the convenience of real-time messaging.

Current Version – 2.0

Demo

Experience the module firsthand by accessing our demo:

https://perfex.by8e.com/admin
Username: test@gmail.com
Password: test

Live Preview

Last Update	17 July 2024
Published	8 June 2020
High Resolution	No
Compatible Browsers	Firefox, Chrome, Edge
Files Included	HTML, PHP, SQL
Software Framework	CodeIgniter
Software Version	PHP 7.x, MySQL 5.x

Application Overview:

Step 1: Create a Telegram Bot

Open Telegram and search for “BotFather”
- Open the Telegram app on your phone or desktop.
- In the search bar, type “BotFather” and select the verified bot with a blue checkmark.
Start a conversation with BotFather
- Click on “Start” to begin the conversation.
Create a new bot
- Type /newbot and send the message.
- BotFather will ask for a name for your bot. Provide a name (e.g., “MyPerfexBot”).
- Next, BotFather will ask for a username for your bot. The username must end with “bot” (e.g., “my_perfex_bot”).
Get the bot token
- After creating the bot, BotFather will provide a bot token. This token is used to authenticate your bot and connect it to your application. Copy this token.

Step 2: Find Your Telegram Chat/Group ID

For a Personal Chat ID

Start a chat with your bot
- Search for your bot by its username in Telegram and start a conversation by sending a message.
Get updates to find the chat ID
- Visit the following URL in your browser, replacing YOUR_BOT_TOKEN with the token you received from BotFather:
- https://api.telegram.org/botYOUR_BOT_TOKEN/getUpdates
- Look for the chat object in the response. It should contain an id field, which is your personal chat ID.

For a Group Chat ID

Add your bot to a group
- Create a new group or use an existing group in Telegram.
- Add your bot to the group.
Send a message to the group
- Any member of the group should send a message to the group to trigger an update.
Get updates to find the group ID
- Visit the following URL in your browser, replacing YOUR_BOT_TOKEN with the token you received from BotFather:
- https://api.telegram.org/botYOUR_BOT_TOKEN/getUpdates
- Look for the chat object in the response. It should contain an id field, which is your group chat ID. Note that group chat IDs usually have a negative sign (e.g., -123456789).

Step 3: Configure Your Perfex CRM Module

Enter the bot token and chat/group ID in the module settings
- Open the settings for your Perfex CRM Telegram Integration Module.
- Enter the bot token you received from BotFather in the “Telegram Bot Token” field.
- Enter the chat ID or group ID in the “Telegram Chat/Group ID” field.
- Click “Submit” to save the settings.

Now, your Perfex CRM is connected to Telegram, and you will start receiving notifications as configured.

Key Features:

Real-time Notifications: Receive instant Telegram messages for CRM events such as additions, updates, and deletions of contacts, leads, invoices, tasks, projects, proposals, tickets, payments, staff, and contracts.
Easy Integration: Simple setup plug and play
Supports Multiple Modules: Integrates with various Perfex CRM modules including Contacts, Leads, Invoices, Tasks, Projects, Proposals, Tickets, Payments, Staff, and Contracts.
Group Notifications: Easily add the bot to any group where your staff members are or your group to receive all notifications.