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…
2. Type “New Lead”
3. Click on New Lead
4. Click on Send Message to New Chat…
5. Type “Send message to new chat”
6. Click on Send Message to New Chat
7. Click on Connect My Apps
8. Click on New Lead in Copper
9. Click on Sign in
10. A new window will open allowing you to enter your appropriate Email and Token
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
Learn more about Seamless Messaging in Copper with WhatsApp.
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