In the dynamic realm of customer relationship management, keeping your finger on the pulse of every lead update can be the key to seizing opportunities and nurturing potential clients effectively. Imagine a world where these updates seamlessly trigger WhatsApp messages, ensuring instant engagement and timely responses. Well, the future is here, and in this blog post, we’re about to unveil the magic of WhatsApp and Microsoft Dynamics 365 CRM Integration Benefits by integrating Microsoft Dynamics 365 CRM with TimelinesAI.
Join us as we explore how you can effortlessly send WhatsApp messages through TimelinesAI whenever a lead is updated in your CRM system, revolutionizing your lead management and customer engagement processes. Get ready to embark on a journey towards enhanced productivity and responsiveness like never before!
1. Under “Choose a Trigger” click on the “When this happens…” dropdown button
2. Type “Lead Updated”
3. Click on “Lead Updated”
4. Under “Choose an Action” click on the “automatically do this!” dropdown button
5. Type “Send Message to New Chat”
6. Click on “Send Message to New Chat”
7. Click on Connect My Apps
8. Click on “Lead Updated in Microsoft Dynamics 365 CRM”
9. Click on “Sign in”
10. A new window will open allowing you to enter your Dynamics Domain
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
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