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
2. Type “Lead won”
3. Click on Lead Won
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 Won in Nutshell
9. Click on Sign in
10. A new window will open allowing you to enter your Email Address
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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