Send automated WhatsApp messages when a Contact is Updated in Capsule CRM

Enhance your CRM experience with Capsule WhatsApp Integration, a powerful solution designed to streamline your customer relationship management. With this integration, you can effortlessly stay in the loop and boost your communication efficiency. Imagine receiving instant WhatsApp messages whenever a contact is updated in Capsule CRM. Say goodbye to missed updates and hello to real-time notifications, all thanks to this seamless integration.


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

Connecting Capsule with WhatsApp

2. Type “New or updated contact”

Type "New or updated contact"

3. Click on New or Updated Contact

WhatsApp Capsule integration

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

Capsule and WhatsApp integration

5. Type “Send message to new chat”

WhatsApp and Capsule integration

6. Click on Send Message to New Chat

Synchronizing Capsule with WhatsApp

7. Click on Connect My Apps

How to integrate Capsule and WhatsApp

8. Click on New or Updated Contact in Capsule CRM

Click on New or Updated Contact in Capsule CRM

9. Click on Sign in

WhatsApp and Capsule integration

10. A new window will open allowing you to enter your Capsule Site address

Capsule and WhatsApp integration

11. Click on Send Message to New Chat in TimelinesAI

WhatsApp Capsule integration

12. Click on Sign in

Click on Sign in

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

Connecting Capsule with WhatsApp

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Omnichannel Automation Platform

TimelinesAI helps businesses with multiple individual numbers gain 360° visibility & boost performance on WhatsApp.

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