Omnichannel communication

Video

Omnichannel Customer Communication: No Lost Leads

Omnichannel customer communication in Planfix: bring WhatsApp, Telegram, Viber, email and forms into one window so no lead or client chat gets lost.

August 4, 2026 4 min read
Video

Facebook Lead Ads CRM Integration: Send Leads to Planfix

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.

March 4, 2026 4 min read
Use Cases

Turn TikTok Leads into CRM Deals

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…

February 25, 2026 17 min read 413
Tips

How to Create a Telegram Bot?

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…

August 14, 2026 10 min read 257
News

What’s New in Planfix: July 2026

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…

August 4, 2026 4 min read 165
News

What’s New in Planfix: May 2026

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…

June 3, 2026 4 min read 112
News

What’s New in Planfix: December 2025

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…

January 6, 2026 2 min read 138
News

What’s New in Planfix: November 2025

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…

December 3, 2025 2 min read 126
News

What’s New in Planfix: October 2025

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…

November 4, 2025 3 min read 181
News

What’s New in Planfix: May 2024

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…

June 3, 2024 2 min read 213
News

What’s New in Planfix: April 2024

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…

May 3, 2024 2 min read 254
News

What’s New in Planfix: September

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…

October 3, 2023 2 min read 274
News

What’s New in Planfix: November

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…

December 1, 2022 2 min read 376

Omnichannel communication in Planfix

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.