Introducing a groundbreaking solution to enhance your lead management process. With the “Effortless Nutshell-WhatsApp Integration,” sending automated WhatsApp messages when a new lead is created in Nutshell CRM has never been simpler. Stay ahead in your outreach and streamline your communication, ensuring that no lead goes untouched.
1. Under “Choose A Trigger”, Click On The “When This Happens…” Dropdown Button
2. Type “New lead”
3. Click on New Lead
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 New Lead in Nutshell
9. Click on Sign in
10. 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
12. Click on Sign in
13. A new window will open allowing you to enter your Token
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