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
2. Type “New or updated opportunity”
3. Click on New or Updated Opportunity
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 or Updated Opportunity in Capsule CRM
8. Click on Sign in
9. A new window will open allowing you to enter your Capsule Site address
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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