Integration with SendPulse


It's been a while since we last shared news, but we've got some now! What do you know about sales funnels? And sales funnels in chatbots?

If you know something, the following information is for you.

We're excited to announce that we've successfully completed the integration between and SendPulse Chatbot!

This integration allows you to automate your business processes even more effectively, combining task management capabilities and client communication in one convenient Planfix interface.

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the features and functionality of the service,
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Key features of SendPulse Chatbot and why this service caught our attention:
To be honest, despite our praise for Planfix, the chatbot automation features there are simply inconvenient. There's no graphical interface for building sales funnel scenarios, adding buttons, and automatic replies.

SendPulse Chatbot handles this much better!

Here are some of its top features:

  1. Automated Messages: Create chatbots that automatically respond to client requests across popular messengers.
  2. Order Processing: Your clients can place orders directly through the chatbot, streamlining the service process.
  3. Personalization: Use client data to create personalized messages, enhancing satisfaction levels.
  4. Analytics and Reports: Track the effectiveness of your chatbots with detailed reports and analytics.
  5. CRM Integration: Combine data from your CRM system for more efficient client relationship management.
  6. Marketing Campaigns: Launch marketing campaigns through chatbots to increase conversion rates and attract new clients.

But your managers are in Planfix, while clients interact with chatbots living their virtual lives in SendPulse Chatbot.

How do you connect them?

Now, that's no longer a problem! We've figured it all out!

In other words, here's what we've done and how it works:

  1. Connect all your chatbots and business communication channels in SendPulse Chatbot. Customize any sales funnels there that automatically guide your clients to the desired outcome.
  2. Connect our integration, which links and mirrors current situations and dialogues from SendPulse Chatbot to Planfix.
  3. Enjoy the view in Planfix, observing how chatbots engage in real-time dialogues managed by your managers. Or have a manager intervene if a client is confused, asleep, unable to resolve an issue, or led astray by the chatbot.

If you have any questions or are interested in implementing this integration, please submit an application on our website for additional information and support.

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