Set up a Facebook Lead Ads CRM integration in Planfix without Zapier: connect your page, map form fields and get every lead as a task. Video guide.
TikTok has become one of the fastest-growing lead generation channels for modern businesses. Ads perform well, forms convert instantly, and potential clients can leave…
With over 1 billion Telegram users, the app is one of the most powerful channels for business communication. But here's what we've experienced firsthand: knowing how to…
July's Planfix update is here, and we're excited to show you new features that will make your life easier and increase productivity.Keep reading for more - there's…
Throughout May, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user experience. Stay…
Throughout December 2025, the Planfix team was fine-tuning the system. We're excited to announce a host of fixes designed to increase efficiency and improve user…
November’s Planfix update is here, and we're excited to show you new features that will make your life easier and increase productivity.Keep reading for more - there's…
October may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize your workflow even…
1.5-minute video + steps: use the task chat in Planfix instead of personal chats, so work messages, files and client replies stay with the task.
May's Planfix update is here, and we're excited to show you new features that will make your life easier and increase productivity. Keep reading for more - there's…
April may be over, but our efforts to improve Planfix are just getting into full swing. Check out our latest updates and improvements to optimize your workflow even…
We've added direct integration with the WhatsApp Cloud API. You can find details on how to set it up in the documentation. — An icon has been added to the top menu of…
3:54 video + steps: run customer conversations through one shared inbox in Planfix, reply from the task, hand it over and keep the full history.
3.5-minute video + steps: create a Facebook lead ad from your page, build the lead form and sync its fields so each lead lands in Planfix as a task.
3-minute video + steps: two automatic script examples in Planfix that email a client when a task is completed and send an SMS from a task field.
We have integrated Planfix with SMS services: Twilio, Plivo, Vonage, Telnyx, SimpleTexting, TextUs. We've added a search for the planner filters by name. So now it's…
Omnichannel in Planfix means client messages from WhatsApp, Telegram, Viber, Facebook, Instagram and website chats arrive in one system as tasks with contact cards. Your team replies in task comments, and the reply goes back through the client’s channel. These articles show how to keep leads and conversations from getting lost.
