Send automated WhatsApp messages when a new Opportunity is created in Capsule CRM

Seamlessly connect with clients through Capsule CRM and WhatsApp, and supercharge your sales strategy. Introducing an innovative integration that takes your customer relationship management to the next level. With this powerful solution, you can stay ahead of the game by automatically sending WhatsApp messages whenever a new opportunity is created in Capsule CRM. Experience unparalleled efficiency and real-time engagement to ensure no business opportunity goes unnoticed


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

How to integrate Capsule and WhatsApp

2. Type “New or updated opportunity”

Type "New or updated opportunity"

3. Click on New or Updated Opportunity

WhatsApp and Capsule integration

4. Type “Send message to new chat”

Type "Send message to new chat"

5. Click on Send Message to New Chat

Click on Send Message to New Chat

6. Click on Connect My Apps

Capsule WhatsApp integration

7. Click on New or Updated Opportunity in Capsule CRM

Connecting Capsule with WhatsApp

8. Click on Sign in

Click on Sign in

9. A new window will open allowing you to enter your Capsule Site address

WhatsApp Capsule integration

10. Click on Send Message to New Chat in TimelinesAI

Click on Send Message to New Chat in TimelinesAI

11. Click on Sign in

WhatsApp and Capsule integration

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

Synchronizing Capsule 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