Perfex CRM Integration

Overview

The Perfex CRM integration allows you to:

Import contacts from Perfex CRM
Sync customer and lead data automatically
Trigger campaigns based on CRM events
Keep contact information synchronized
Track campaign results in your CRM

Prerequisites

Perfex CRM installation (v2.3+)
Admin access to Perfex CRM
TelemanAI plugin for Perfex CRM
API access enabled in Perfex

Setup Instructions

Install TelemanAI Plugin in Perfex

Download the TelemanAI plugin for Perfex CRM
Extract to perfex_crm/modules/teleman/
In Perfex admin, go to Setup → Modules
Find “TelemanAI Integration” and click Activate

Configure Perfex in TelemanAI

Log in to TelemanAI dashboard
Navigate to Integrations → Perfex CRM
Enter your Perfex configuration:

Perfex URL: https://your-crm.com
Admin Email: [email protected]

The admin email must match a staff member in Perfex CRM.

Click Save Configuration

Generate API Token

In TelemanAI, click Generate Token
This sends a request to your Perfex installation
Perfex validates the email and generates a token
The token is automatically saved in TelemanAI

If token generation fails, verify:

The Perfex URL is correct and accessible
The admin email exists in Perfex
The TelemanAI plugin is activated

Verify Connection

Click Test Connection to ensure:

TelemanAI can reach your Perfex installation
The API token is valid
Data can be fetched successfully

Token Generation Flow

The integration uses a secure token exchange:

Request from TelemanAI

// API Endpoint
GET {PERFEX_URL}/teleman_token?email={ADMIN_EMAIL}

Response from Perfex

[
  "success",
  "Token generated successfully",
  "abc123def456ghi789jkl"
]

If the email doesn’t exist:

[
  "error",
  "Email not found in Perfex CRM",
  null
]

Importing Contacts from Perfex

Fetch Contacts

In TelemanAI:

Go to Integrations → Perfex CRM
Click Fetch Data
TelemanAI retrieves all contacts from Perfex

Review Contact Preview

The system displays fetched contacts:

Contact name (firstname + lastname)
Phone number
Email address
Company name
Contact type (customer/lead)

Import to TelemanAI

Review the contact list
Click Store Contacts
Contacts are imported with reference “perfex crm”
Duplicates (same phone number) are automatically skipped
Success message: “X new contacts stored”

API Endpoints

Fetch Contacts Endpoint

// API Endpoint
GET {PERFEX_URL}/teleman?email={ADMIN_EMAIL}&token={API_TOKEN}

Response Format:

[
  {
    "firstname": "John",
    "lastname": "Doe",
    "phonenumber": "+1234567890",
    "email": "[email protected]",
    "company": "Acme Corp",
    "type": "customer"
  },
  {
    "firstname": "Jane",
    "lastname": "Smith",
    "phonenumber": "+0987654321",
    "email": "[email protected]",
    "company": "Tech Solutions",
    "type": "lead"
  }
]

Perfex Plugin Implementation

Module Structure

perfex_crm/modules/teleman/
├── teleman.php              # Main module file
├── controllers/
│   └── Teleman.php           # Controller
├── views/
│   └── settings.php          # Settings page
└── install.php              # Installation script

Token Generation Endpoint

controllers/Teleman.php:

<?php
defined('BASEPATH') or exit('No direct script access allowed');

class Teleman extends App_Controller
{
    public function token()
    {
        $email = $this->input->get('email');
        
        // Verify email exists in staff
        $this->load->model('staff_model');
        $staff = $this->staff_model->get('', ['email' => $email]);
        
        if (!$staff) {
            echo json_encode(['error', 'Email not found in Perfex CRM', null]);
            return;
        }
        
        // Generate token
        $token = bin2hex(random_bytes(32));
        
        // Store token in database
        $this->db->where('email', $email);
        $this->db->update('tblstaff', ['teleman_token' => $token]);
        
        echo json_encode(['success', 'Token generated successfully', $token]);
    }
    
    public function contacts()
    {
        $email = $this->input->get('email');
        $token = $this->input->get('token');
        
        // Verify token
        $this->load->model('staff_model');
        $staff = $this->staff_model->get('', [
            'email' => $email,
            'teleman_token' => $token
        ]);
        
        if (!$staff) {
            http_response_code(401);
            echo json_encode(['error' => 'Unauthorized']);
            return;
        }
        
        // Get all contacts
        $this->load->model('clients_model');
        $contacts = $this->clients_model->get();
        
        $result = [];
        foreach ($contacts as $contact) {
            // Get primary contact person
            $this->db->where('userid', $contact->userid);
            $this->db->where('is_primary', 1);
            $contact_person = $this->db->get('tblcontacts')->row();
            
            if ($contact_person && !empty($contact_person->phonenumber)) {
                $result[] = [
                    'firstname' => $contact_person->firstname,
                    'lastname' => $contact_person->lastname,
                    'phonenumber' => $contact_person->phonenumber,
                    'email' => $contact_person->email,
                    'company' => $contact->company,
                    'type' => 'customer'
                ];
            }
        }
        
        // Also get leads
        $this->load->model('leads_model');
        $leads = $this->leads_model->get();
        
        foreach ($leads as $lead) {
            if (!empty($lead->phonenumber)) {
                $result[] = [
                    'firstname' => $lead->name,
                    'lastname' => '',
                    'phonenumber' => $lead->phonenumber,
                    'email' => $lead->email,
                    'company' => $lead->company,
                    'type' => 'lead'
                ];
            }
        }
        
        header('Content-Type: application/json');
        echo json_encode($result);
    }
}

Routes Configuration

perfex_crm/application/config/routes.php: Add these routes:

$route['teleman_token'] = 'teleman/teleman/token';
$route['teleman'] = 'teleman/teleman/contacts';

Controller Reference

TelemanAI controller implementation (see PerfexController.php):

Key Methods

Method	Description	Line Reference
`index()`	Display integration page	16-27
`store()`	Save Perfex configuration	29-60
`generate_token()`	Request token from Perfex	65-133
`fetch_data()`	Fetch contacts from Perfex	138-209
`store_to_database()`	Import contacts to TelemanAI	214-260

Routes

Defined in routes/perfex.php:

Route	Method	Controller Action
`/dashboard/perfex`	GET	`index`
`/dashboard/perfex/store`	POST	`store`
`/dashboard/perfex/token`	POST	`generate_token`
`/dashboard/perfex/fetch_data`	GET	`fetch_data`
`/dashboard/perfex/store_data`	GET	`store_to_database`

Database Storage

Configuration stored in third_party table:

INSERT INTO third_party (
    user_id,
    application_name,
    application_url,
    user_email,
    user_token
) VALUES (
    1,
    'perfex',
    'https://your-crm.com',
    '[email protected]',
    'generated_token_here'
);

Imported contacts:

INSERT INTO contacts (
    user_id,
    name,
    phone,
    country,
    reference
) VALUES (
    1,
    'John Doe',
    '+1234567890',
    NULL,
    'perfex crm'
);

Campaign Triggers

Trigger on New Customer

In Perfex plugin:

hooks()->add_action('after_client_added', function($client_id) {
    $client = get_client($client_id);
    
    // Get primary contact
    $contact = $this->db->where('userid', $client_id)
                        ->where('is_primary', 1)
                        ->get('tblcontacts')
                        ->row();
    
    if ($contact && !empty($contact->phonenumber)) {
        // Trigger welcome call
        trigger_teleman_campaign([
            'campaign_id' => 201,
            'contact' => [
                'name' => $contact->firstname . ' ' . $contact->lastname,
                'phone' => $contact->phonenumber,
                'company' => $client->company
            ]
        ]);
    }
});

Trigger on Invoice Overdue

hooks()->add_action('after_invoice_updated', function($invoice_id) {
    $invoice = get_invoice_by_id($invoice_id);
    
    if ($invoice->status == 'overdue') {
        $client = get_client($invoice->clientid);
        $contact = get_primary_contact($invoice->clientid);
        
        trigger_teleman_campaign([
            'campaign_id' => 202,
            'contact' => [
                'name' => $contact->firstname . ' ' . $contact->lastname,
                'phone' => $contact->phonenumber,
                'invoice_number' => $invoice->number,
                'amount_due' => $invoice->total
            ]
        ]);
    }
});

Trigger on Lead Status Change

hooks()->add_action('lead_status_changed', function($lead_id, $status_id) {
    $lead = get_lead($lead_id);
    
    // Trigger campaign when lead becomes "Hot"
    if ($status_id == 3) { // Hot lead status ID
        trigger_teleman_campaign([
            'campaign_id' => 203,
            'contact' => [
                'name' => $lead->name,
                'phone' => $lead->phonenumber,
                'source' => $lead->source
            ]
        ]);
    }
});

Troubleshooting

Token Generation Failed

Problem: “The connection is failed” errorSolution:

Verify Perfex URL is correct and accessible
Ensure the TelemanAI plugin is installed and activated
Check that the email exists in Perfex staff

Test the endpoint manually:

curl "https://your-crm.com/[email protected]"

Review Perfex error logs

No Contacts Fetched

Problem: Fetch returns empty or failsSolution:

Verify contacts have phone numbers in Perfex
Check that primary contacts are set for customers
Ensure the API token is valid

Test the contacts endpoint:

curl "https://your-crm.com/[email protected]&token=YOUR_TOKEN"

Authentication Error

Problem: 401 Unauthorized when fetching dataSolution:

Regenerate the API token
Verify email and token match in the request
Check that the token hasn’t been modified in the database
Ensure the staff member still exists in Perfex

Module Not Found

Problem: TelemanAI plugin doesn’t appear in PerfexSolution:

Verify plugin is in correct directory: modules/teleman/
Check file permissions (755 for directories, 644 for files)
Ensure teleman.php exists in the module root
Clear Perfex cache
Check Perfex system requirements are met

Duplicate Contacts

Problem: Same contacts imported multiple timesSolution:

TelemanAI checks phone numbers to prevent duplicates
Ensure phone numbers are formatted consistently in Perfex
Normalize phone formats before import
Check the reference field to identify source

Security Best Practices

Security Recommendations:

Use HTTPS for both Perfex and TelemanAI
Never expose API tokens in client-side code
Implement IP whitelisting for API access
Rotate tokens periodically
Store tokens in encrypted database fields
Log all API access attempts
Use Perfex’s built-in security features

Advanced Configuration

Custom Fields Mapping

Map Perfex custom fields to TelemanAI:

$result[] = [
    'firstname' => $contact_person->firstname,
    'lastname' => $contact_person->lastname,
    'phonenumber' => $contact_person->phonenumber,
    'email' => $contact_person->email,
    'company' => $contact->company,
    'type' => 'customer',
    'custom_field_1' => get_custom_field_value($contact->userid, 'preferred_contact_time'),
    'custom_field_2' => get_custom_field_value($contact->userid, 'timezone')
];

Selective Contact Sync

Sync only specific customer groups:

// Only sync customers in group ID 3
$this->db->where('groups_in', 3);
$contacts = $this->clients_model->get();

Webhook Integration

Receive updates from TelemanAI:

// In Perfex plugin
public function webhook()
{
    $data = json_decode(file_get_contents('php://input'), true);
    
    if ($data['event'] === 'call_completed') {
        // Update contact activity
        $this->db->insert('tblcontactsactivity', [
            'contact_id' => $data['contact_id'],
            'description' => 'Called via TelemanAI: ' . $data['status'],
            'date' => date('Y-m-d H:i:s')
        ]);
    }
}

Next Steps

Contact Management

Manage your Perfex contacts in TelemanAI

Campaign Automation

Automate campaigns based on CRM events

Analytics

Track campaign performance

API Reference

Complete API documentation

Third-Party Services

Payment Gateways

Perfex CRM Integration

Overview

Prerequisites

Setup Instructions

Token Generation Flow

Request from TelemanAI

Response from Perfex

Importing Contacts from Perfex

API Endpoints

Fetch Contacts Endpoint

Perfex Plugin Implementation

Module Structure

Token Generation Endpoint

Routes Configuration

Controller Reference

Key Methods

Routes

Database Storage

Campaign Triggers

Trigger on New Customer

Trigger on Invoice Overdue

Trigger on Lead Status Change

Troubleshooting

Security Best Practices

Advanced Configuration

Custom Fields Mapping

Selective Contact Sync

Webhook Integration

Next Steps

Contact Management

Campaign Automation

Analytics

API Reference

Build docs developers (and LLMs) love

Third-Party Services

Payment Gateways

​Overview

​Prerequisites

​Setup Instructions

​Token Generation Flow

​Request from TelemanAI

​Response from Perfex

​Importing Contacts from Perfex

​API Endpoints

​Fetch Contacts Endpoint

​Perfex Plugin Implementation

​Module Structure

​Token Generation Endpoint

​Routes Configuration

​Controller Reference

​Key Methods

​Routes

​Database Storage

​Campaign Triggers

​Trigger on New Customer

​Trigger on Invoice Overdue

​Trigger on Lead Status Change

​Troubleshooting

​Security Best Practices

​Advanced Configuration

​Custom Fields Mapping

​Selective Contact Sync

​Webhook Integration

​Next Steps

Contact Management

Campaign Automation

Analytics

API Reference

Build docs developers (and LLMs) love

Overview

Prerequisites

Setup Instructions

Token Generation Flow

Request from TelemanAI

Response from Perfex

Importing Contacts from Perfex

API Endpoints

Fetch Contacts Endpoint

Perfex Plugin Implementation

Module Structure

Token Generation Endpoint

Routes Configuration

Controller Reference

Key Methods

Routes

Database Storage

Campaign Triggers

Trigger on New Customer

Trigger on Invoice Overdue

Trigger on Lead Status Change

Troubleshooting

Security Best Practices

Advanced Configuration

Custom Fields Mapping

Selective Contact Sync

Webhook Integration

Next Steps