Brevo SMS notification Module for Perfex CRM formerly SendInBlue

Introduction

Perfex CRM is a popular CRM (Customer Relationship Management) software that helps businesses manage their contacts, sales, and customer interactions. One of the key features of Perfex CRM is its integration with third-party modules, which enable businesses to automate various tasks and workflows. The Brevo SMS Notification Module is one such module that allows businesses to send SMS notifications to their customers, partners, and team members seamlessly. In this tutorial, we will guide you through the complete process of setting up and using the Brevo SMS Notification Module with Perfex CRM.

What is the Brevo SMS Notification Module?

The Brevo SMS Notification Module is a popular integration module that allows Perfex CRM users to send SMS notifications to their contacts. With this module, businesses can automate various tasks such as sending appointment reminders, transaction updates, and customer notifications. The module uses the SendInBlue API to send SMS notifications, which means that you need to have a SendInBlue account to use this module.

Requirements

Before you start setting up the Brevo SMS Notification Module, make sure you have the following requirements met:

1. A Perfex CRM account with a valid license.
2. A SendInBlue account with a valid API key.
3. A computer with internet access.
4. Familiarity with Perfex CRM and SendInBlue.

Setting up the Brevo SMS Notification Module

To set up the Brevo SMS Notification Module, follow these steps:

Step 1: Install the Brevo SMS Notification Module

1. Log in to your Perfex CRM account and go to the "Modules" tab.
2. Click on the "Add Module" button and search for "Brevo SMS Notification Module".
3. Click on the "Install" button to install the module.

Step 2: Configure the Brevo SMS Notification Module

1. Once the module is installed, go to the "Modules" tab and click on the "Brevo SMS Notification Module" link.
2. Click on the "Settings" tab and enter your SendInBlue API key in the "API Key" field.
3. Click on the "Save" button to save your settings.

Step 3: Configure the SMS Notifications

1. To configure the SMS notifications, go to the "Settings" tab and click on the "SMS Notifications" link.
2. Select the type of notification you want to send (e.g. appointment reminder, transaction update, etc.).
3. Enter the details of the notification (e.g. message text, recipient's phone number, etc.).
4. Click on the "Save" button to save your settings.

Step 4: Send SMS Notifications

1. To send SMS notifications, go to the "Contacts" tab and select the contact(s) you want to send the notification to.
2. Click on the "Actions" tab and select the "Send SMS Notification" option.
3. Select the notification you want to send and enter any additional details (e.g. custom message text, etc.).
4. Click on the "Send" button to send the notification.

Conclusion

That's it! You have now successfully set up and configured the Brevo SMS Notification Module with Perfex CRM. With this module, you can automate various tasks and send SMS notifications to your contacts seamlessly. Make sure to test your settings and notifications to ensure they are working correctly.