PlanFix Integrations

Planfix CRM's integration with Instagram helps you efficiently manage customer interactions by consolidating all inquiries in one place. Instantly respond to comments, Direct messages, and story reactions without the risk of being blocked for "unusual activity." All communications are accessible in a single interface, making customer service faster and more convenient.

The integration of the CRM Planfix with Facebook allows you to effectively manage customer communication by consolidating all requests in one place. You can respond instantly to comments, private messages, and interactions with posts without the risk of being blocked due to "unusual activity." All communications are available in a single window, ensuring fast and convenient customer service.

The integration of the Planfix with Telegram allows you to automate the process of sending announcements, news, updates, or even job postings directly to your channel. In your Planfix, you create a task, add the necessary photos and description to it, and with one click of a button, the content is published in your Telegram channel. This process is not only automated, but also flexible - you can use the formatting that is saved during the publication. Comments and feedback from users on Telegram can be automatically imported into Planfix, where you can analyze what your audience is saying and adapt your communication strategies accordingly.

The integration of Planfix with Telegra.ph opens new opportunities for bloggers, content managers, marketers, and real estate professionals. It allows for the easy creation of detailed property presentations with descriptions and photographs, significantly optimizing publication and promotion processes. The integration ensures automatic creation and editing of articles, adding images, and text formatting. It also enables the receipt of article links directly in Planfix tasks and their easy distribution among clients. Set automatic publication schedules and regular content updates enhance the efficiency of marketing and content management.

The integration of Planfix with Telegram Business allows you to connect your business account to Planfix for instant communication and chat management. Clients can send personal messages, which you can respond to immediately through Planfix, ensuring high-quality service. The ability to delegate chat management to an assistant enhances flexibility and optimizes workflows, maintaining a high level of client interaction. This integration significantly increases the efficiency of content and marketing management.

The integration of Viber Business, TurboSMS, and CRM Planfix allows you to send Viber messages to your customer base directly from Planfix. If a customer responds, the dialogue can continue in the same thread within Planfix. This ensures effective communication and enhances customer service levels.

You can register a single number for your business, make calls and send SMS messages from it. Aloware also allows you to work in online chat support and provides detailed information on the number & duration of incoming/outgoing calls and other parameters. At the same time, all information entered in Aloware is fully synchronized with Planfix.

The integration with PlanFix involves linking your chatbots and business channels in SendPulse to configure sales processes that automatically guide customers to the desired action. This combination also ensures synchronization of dialogues in PlanFix, allowing you to monitor interactions in real time. Managers can intervene promptly to resolve any issues, ensuring reliable and efficient communication.

Thanks to the flexible settings of the customer registration form, you can choose the type of data you want to collect – name, phone number, email address, Instagram login, and others. In addition, the platform also provides you with advanced technical information about each customer who visited your event, such as the number of webinar minutes they listened to, the country and city they watched it from, and clicks on banners/buttons/orders forms. When Planfix and Webinar stars integration is configured, a lead and a lead task are created in Planfix, to which all the information received is added. After that, you can immediately work with the client according to your company's business processes.

Integrating ChatGPT Assistant with CRM Planfix allows for automatic handling of user inquiries, real-time information provision, and data synchronization. The assistant can conduct dialogues as an operator (company manager), perform tasks such as finding available dates for renting a house, determining available sizes and colors of products, and clarifying the cost of services or products. This enhances work efficiency, reduces employee workload, and optimizes customer interaction processes.

You can issue an invoice manually at any time you want, or create the appropriate task for automatic invoicing. The invoice will be sent after the date you set or after the task status changes, depending on what you choose. All information about the invoice will be displayed in the same task from which it was sent.

With Planfix and WayForPay integration, you can set up automatic invoicing to the client after a certain event (date or task status) or send an invoice at the right time with a click. Once the payment is completed, the information will be added to the same task from which the invoice was sent. If necessary, the task status can be changed automatically.

The integration of Finmap and Planfix allows you to automatically update task statuses and send notifications when a payment is received. The payer only needs to indicate the order number in the payment description for the information to be directed to the corresponding task in Planfix. Monitor payments, receive delay reminders, and create financial reports in Planfix based on data from Finmap.
The integration of Planfix with Finmap enhances efficiency, planning accuracy, and communication with clients!

Planfix is fully synchronized with WooCommerce via webhook, which is a mechanism for event-driven communication between applications. We set up outgoing webhooks in WooCommerce and incoming webhooks in Planfix. So, when a customer places an order through WooCommerce, the platform sends the details to Planfix, so managers receive comprehensive information about the order and can synchronize the correct order statuses.

The integration of BaseLinker with CRM Planfix allows for the automatic transfer of data and updating of order statuses in Planfix. Orders from BaseLinker are transmitted to Planfix, where they are updated with current information and statuses. Additionally, order contacts are created, ensuring efficient management and increasing productivity.

You can assign tags to each client and set automation rules that will be applied in the absence or presence of certain tags. For example, when the status of a task for a client in Planfix changes, a certain tag will be added or deleted. After that, the automation you’ve defined will be launched.

With Neuron, you can create a list of scripts and add a link to it to a Planfix task. In the same task, you will receive full information about the implementation of a particular script during incoming/outgoing calls from your sales managers.

The integration of Looker Studio and the Planfix CRM allows for automatic data synchronization between the two systems, ensuring more efficient project management and analytics. You can create visual reports in Looker Studio based on data from Planfix, track task progress, and receive updates. This integration enhances planning accuracy and optimizes workflows.

With Adobe Acrobat Sign, you can send an invoice, certificate of completed works, a contract, and any other document for signature directly from PlanFix. A document for signature can be sent in response to the occurrence of a specified event (date or task status) or after the employee presses the necessary button at the right time. Signature confirmation will be added to the same task in PlanFix from which it was sent.

Get daily exchange rates right in your PlanFix task automatically or at the click of a button to make and receive payments based on the latest financial data.

Create an automatic email survey that the client receives immediately after the manager has completed a task in PlanFix. In this way, you will be able to collect valuable feedback about your work and constantly improve the service, hence increasing your profit.