Send automated WhatsApp messages when a Lead is won in Nutshell CRM

Elevate your lead management to new heights with our Nutshell-WhatsApp integration. When a lead is won in Nutshell CRM, you can automate WhatsApp messages seamlessly. This not only celebrates your sales success but also enhances customer satisfaction through personalized communication. Discover the power of “Enhance Lead Management: Nutshell-WhatsApp Integration.”


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

Connecting Nutshell with WhatsApp

2. Type “Lead won”

Type "Lead won"

3. Click on Lead Won

Click on Lead Won

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

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

5. Type “Send message to new chat”

WhatsApp and Nutshell integration

6. Click on Send Message to New Chat

Synchronizing Nutshell with WhatsApp

7. Click on Connect My Apps

Click on Connect My Apps

8. Click on Lead Won in Nutshell

Click on Lead Won in Nutshell

9. Click on Sign in

WhatsApp and Nutshell integration

10. A new window will open allowing you to enter your Email Address

Nutshell and WhatsApp integration

11. Click on Send Message to New Chat in TimelinesAI

WhatsApp Nutshell integration

12. Click on Sign in

Sign in to Nutshell

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

Connecting Nutshell 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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