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

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Overview

In the dynamic world of sales and marketing, timely communication is the cornerstone of success. Imagine a seamless connection that ensures your WhatsApp messages are sent precisely when deal tasks are completed in ActiveCampaign, driving conversions with WhatsApp Integration in ActiveCampaign. In this blog post, we’re about to unveil the power of integration by demonstrating how to send WhatsApp messages through TimelinesAI, triggering crucial communications precisely when deal tasks are marked as completed in ActiveCampaign.

This fusion of automation not only streamlines your sales and marketing efforts but also guarantees that your team is always in sync, making sure no opportunity is missed. Join us as we explore how this game-changing synergy between platforms can elevate your customer engagement to new heights.

Creating your Zapier template

1. Under “Choose a Trigger”, click on the “When this happens…” dropdown button

2. Type “Deal Task Completed”

3. Click on “Deal Task Completed”

4. Under “Choose an Action”, click on the “automatically do this!” dropdown button

5. Type “Send Message to New Chat”

6. Click “Send Message to New Chat”

7. Click on the “Connect My Apps” button

Connecting your ActiveCampaign account

8. Click on “Deal Task Completed in ActiveCampaign”

9. Click on “Sign in”

10. A new window will open allowing you to enter your API Url and Key

Connecting your TimelinesAI account

11. Click on “Send Message to New Chat in TimelinesAI”

12. Click on “Sign in”

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

Conclusion

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.