Boost Deal Velocity: Auto-Send WhatsApp Messages for Completed ActiveCampaign Tasks

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Visión general

En el dinámico mundo de las ventas y el marketing, la comunicación puntual es la piedra angular del éxito. Imagina una conexión perfecta que garantice que tus mensajes de WhatsApp se envían precisamente cuando se completan las tareas del acuerdo en ActiveCampaign, impulsando las conversiones con la integración de WhatsApp en ActiveCampaign. En esta entrada de blog, estamos a punto de revelar el poder de la integración demostrando cómo enviar mensajes de WhatsApp a través de TimelinesAI, activando comunicaciones cruciales precisamente cuando las tareas del acuerdo se marcan como completadas en ActiveCampaign.

Esta fusión de automatización no sólo agiliza sus esfuerzos de ventas y marketing, sino que también garantiza que su equipo esté siempre sincronizado, asegurándose de que no se pierda ninguna oportunidad. Acompáñanos a explorar cómo esta sinergia entre plataformas que cambia las reglas del juego puede elevar la captación de clientes a nuevas cotas.

Creación de la plantilla Zapier

1. En "Elegir un activador", haga clic en el botón desplegable "Cuando esto ocurra...".

2. Escriba "Tarea de trato completada"

3. Haga clic en "Tarea completada".

4. En "Elegir una acción", haga clic en el botón desplegable "¡Hacer esto automáticamente!

5. Escriba "Enviar mensaje a nuevo chat"

6. Haga clic en "Enviar mensaje a nuevo chat"

7. Haga clic en el botón "Conectar mis aplicaciones".

Connecting your ActiveCampaign account

8. Haga clic en "Tarea de trato completada en ActiveCampaign".

9. Haga clic en "Iniciar sesión".

10. Se abrirá una nueva ventana que le permitirá introducir su Url y Clave API

Conexión de su cuenta TimelinesAI

11. Haga clic en "Enviar mensaje a nuevo chat en TimelinesAI"

12. Haga clic en "Iniciar sesión"

13. Se abrirá una nueva ventana que le permitirá introducir su Token

Conclusión

The dynamic duo of TimelinesAI and ActiveCampaign empowers you to propel your deals forward faster than ever. By automating WhatsApp messages upon completion of tasks within ActiveCampaign, you unlock a powerful advantage:

Instantaneous Action: Get notified instantly when critical tasks on your deals are completed, allowing for immediate follow-up and next steps.
Enhanced Communication: Reach out to clients or team members directly through WhatsApp, fostering stronger collaboration and keeping everyone in the loop.
Streamlined Deal Flow: Eliminate communication delays and expedite the entire deal process, ultimately boosting your sales velocity and closing more deals.

This innovative integration empowers your team to work smarter, not harder. Leverage the combined power of TimelinesAI and ActiveCampaign to accelerate your deals, improve communication, and ultimately achieve significant sales growth.

FAQs: Boost Deal Velocity: Auto-Send WhatsApps for Completed ActiveCampaign Tasks

What kind of ActiveCampaign tasks trigger WhatsApp messages?

You can configure the system to send WhatsApp messages upon completion of any specific tasks associated with your deals in ActiveCampaign. This could include tasks like sending a proposal, collecting a signature, or scheduling a call.

Who receives the WhatsApp message triggered by a completed task?

The recipient of the message is entirely customizable. You can choose to send it directly to the client contact for the deal, to specific team members responsible for follow-up actions, or even to a designated manager for oversight.

What information is included in the automated WhatsApp message?

The message content can be tailored to your needs. It might include a notification about the completed task, a brief update on the deal's progress, and a call to action for the recipient, such as scheduling a next step meeting.

Are there any limitations to using WhatsApp with ActiveCampaign tasks?

While we, at TimelinesAI facilitates the integration, remember WhatsApp's limitations. Sending bulk messages or overly promotional content might be restricted. Ensure your message content aligns with their business communication policies.

Do I need any additional software besides TimelinesAI and ActiveCampaign?

We, at TimelinesAI offers a native solution for sending WhatsApp messages based on completed tasks in ActiveCampaign. These tools could allow for additional actions alongside the WhatsApp message, such as updating other deal details within ActiveCampaign or assigning specific tasks to team members.