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Envía mensajes automatizados de WhatsApp cuando se crea un nuevo trato en Teamleader Focus

¿Cansado de enviar manualmente mensajes de WhatsApp a clientes cuando se crean nuevos tratos en Teamleader Focus? Si es así, debes revisar nuestra nueva integración Teamleader Focus. Con esta integración, puedes enviar automáticamente mensajes personalizados de WhatsApp a clientes tan pronto como se crea un nuevo trato. Esto puede ayudarte a ponerte en […]

November 9, 20231 min read
Envía mensajes automatizados de WhatsApp cuando se crea un nuevo trato en Teamleader Focus

Are you tired of manually sending WhatsApp messages to customers when new deals are created in Teamleader Focus? If so, you need to check out our new integrationTeamleader Focus.

With this integration, you can automatically send personalized WhatsApp messages to customers as soon as a new deal is created. This can help you get in touch with customers quickly and easily, and it can also help you close more deals.

To use this integration, simply connect your Teamleader Focus account to our integration and create a new automation. You can customize the automation to send a different message to different types of deals, and you can also add variables to the message so that it is personalized to each customer.

Once you have created your automation, you can sit back and relax while our integration takes care of the rest. We will automatically send the WhatsApp message to your customer, and you will be notified once it has been sent.

1. Under “Choose A Trigger”, Click On The “When This Happens…” Dropdown Button

TeamLeader Focus and WhatsApp integration

2. Type and click on “New Deal”

WhatsApp TeamLeader Focus integration

3. Under “Choose an Action”, click on the “automatically do this” dropdown button and type in “Send message to new chat”.

TeamLeader Focus WhatsApp integration

4. Click on Connect My Apps

TeamLeader Focus WhatsApp integration

5. Click on New Deal in Teamleader Focus

WhatsApp TeamLeader Focus integration

6. Click on Sign in

TeamLeader Focus and WhatsApp integration

7. A new window will open allowing you to enter your credential to your Teamleader focus account

WhatsApp and TeamLeader Focus integration

8. Click on Send Message to New Chat in TimelinesAI

Synchronizing TeamLeader Focus with WhatsApp

9. Click on Sign in

TeamLeader Focus and WhatsApp integration

10. A new window will open allowing you to enter your Token

How to integrate TeamLeader Focus and WhatsApp