In the fast-paced world of customer relationship management, timely and personalized communication is the cornerstone of success. Effortless Communication: Keap and WhatsApp. Leveraging the power of automation, integrating Keap CRM with WhatsApp messaging offers a dynamic solution to enhance your engagement strategy. In this article, we will delve into the process of sending automated WhatsApp messages whenever a new contact is created in Keap CRM. This innovative approach ensures that your messaging remains both relevant and punctual, fortifying customer connections and driving business growth.
1. Click on When this happens…
2. Type “New Contact”
3. Click on New Contact
4. Type “Send message to new chat”
5. Click on Send Message to New Chat
6. Click on Connect My Apps
7. Click on New Contact in Keap
8. Click on Sign in
9. A new window will open allowing you to log in to your Keap account
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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