Panoramica
Nel dinamico mondo delle vendite e del marketing, la comunicazione tempestiva è la chiave del successo. Immaginate una connessione senza soluzione di continuità che garantisca l'invio di messaggi WhatsApp proprio quando le attività di vendita vengono completate in ActiveCampaign, favorendo le conversioni con l'integrazione di WhatsApp in ActiveCampaign. In questo post del blog, stiamo per svelare la potenza dell'integrazione dimostrando come inviare messaggi WhatsApp attraverso TimelinesAI, attivando comunicazioni cruciali proprio quando le attività dell'affare vengono contrassegnate come completate in ActiveCampaign.
Questa fusione di automazione non solo ottimizza gli sforzi di vendita e di marketing, ma garantisce anche che il vostro team sia sempre sincronizzato, assicurandosi che nessuna opportunità vada persa. Scoprite insieme a noi come questa sinergia tra piattaforme può portare il vostro coinvolgimento dei clienti a nuovi livelli.
Creare il modello Zapier
1. In "Scegliere un trigger", fare clic sul pulsante a discesa "Quando questo accade...".
2. Digitare "Operazione completata".
3. Fare clic su "Operazione completata".
4. In "Scegliere un'azione", fare clic sul pulsante a discesa "Fai questo automaticamente!
5. Digitare "Invia messaggio a nuova chat".
6. Fare clic su "Invia messaggio a nuova chat".
7. Fare clic sul pulsante "Connetti le mie applicazioni".
Connecting your ActiveCampaign account
8. Cliccate su "Attività commerciale completata in ActiveCampaign".
9. Fare clic su "Accedi".
10. Si aprirà una nuova finestra che consentirà di inserire l'URL e la chiave API.
Collegare l'account TimelinesAI
11. Cliccate su "Invia messaggio a nuova chat in TimelinesAI".
12. Fare clic su "Accedi".
13. Si aprirà una nuova finestra che vi permetterà di inserire il vostro gettone.
Conclusione
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.
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- Automate WhatsApp Messages on Freshdesk New Contacts with TimelinesAI - April 18, 2024
