Send automated WhatsApp messages when a New Company is created in Nutshell CRM

In the world of CRM, engagement is key. Our Nutshell-WhatsApp integration takes your communication strategy to the next level. When a new company is created in Nutshell CRM, you can send automated WhatsApp messages instantly, fostering strong client relationships and ultimately boosting engagement. Experience the potential of Boosted Engagement with Nutshell and WhatsApp.


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

Connecting Nutshell with WhatsApp

2. Type “New company”

Type "New company"

3. Click on New Company

Click on New Company

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”

Type "Send message to new chat"

6. Click on Send Message to New Chat

Click on Send Message to New Chat

7. Click on Connect My Apps

How to integrate Nutshell and WhatsApp

8. Click on Open New Company in Nutshell

Click on Open New Company in Nutshell

9. Click on Sign in

Click on Sign in

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

 A new window will open allowing you to enter your Email Address and API Key

11. Click on Send Message to New Chat in TimelinesAI

WhatsApp Nutshell integration

12. Click on Sign in

Nutshell WhatsApp integration

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

Connecting Nutshell with WhatsApp

Table of Contents

Omnichannel Automation Platform

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

ajkasjdlaspng

Latest from Blog