Send automated WhatsApp messages when a New Lead is created in Copper CRM

In today’s fast-paced business environment, effective communication is paramount for success. Integrating your customer relationship management (CRM) system with popular messaging platforms like WhatsApp can streamline your processes and enhance your customer engagement. In this article, we’ll explore how to send automated WhatsApp messages whenever a new lead is created in Copper CRM, offering you a powerful tool to stay connected with your prospects and convert them into loyal customers effortlessly.


1. Click on When this happens…

Synchronizing Copper with WhatsApp

2. Type “New Lead”

WhatsApp and Copper integration

3. Click on New Lead

CopperCRM and WhatsApp integration

4. Click on Send Message to New Chat…

WhatsApp Copper integration

5. Type “Send message to new chat”

Copper WhatsApp integration

6. Click on Send Message to New Chat

Connecting Copper with WhatsApp

7. Click on Connect My Apps

How to integrate Copper and WhatsApp

8. Click on New Lead in Copper

Synchronizing Copper with WhatsApp

9. Click on Sign in

WhatsApp and Copper integration

10. A new window will open allowing you to enter your appropriate Email and Token

CopperCRM and WhatsApp integration

11. Click on Send Message to New Chat in TimelinesAI

WhatsApp Copper integration

12. Click on Sign in

Copper WhatsApp integration

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

Connecting Copper with WhatsApp

Learn more about Seamless Messaging in Copper 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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