Discover noCRM WhatsApp Integration, an innovative solution designed to optimize your lead management processes. With this integration, you’ll receive automated WhatsApp messages the moment a new lead is assigned or re-assigned to someone in noCRM. Say goodbye to communication gaps and hello to streamlined lead coordination, ensuring your sales team operates seamlessly and efficiently.
1. Under “Choose A Trigger”, Click On The “When This Happens…” Dropdown Button
2. Type “New lead assigned”
3. Click on New Lead Assigned
4. Under “Choose an Action”, click on the “automatically do this” dropdown button and type in “Send message to new chat”
5. Click on Send Message to New Chat
6. Click on Connect My Apps
7. Click on New Lead Assigned in noCRM.io
8. Click on Sign in
9. A new window will open allowing you to enter your Account’s name and API Key
10. Click on Send Message to New Chat in TimelinesAI
11. Click on Sign in
12. A new window will open allowing you to enter your Token
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