Send automated WhatsApp messages when a New Person is created in Nutshell CRM

Your communication strategy is about to get a significant boost. With the synergy of Nutshell CRM and WhatsApp, you can now send automated messages when a new person is created in Nutshell CRM. This “Streamline Communication with Nutshell and WhatsApp” integration keeps your contacts engaged and ensures that your outreach is both efficient and personalized.


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

Connecting Nutshell with WhatsApp

2. Type “New person”

Nutshell WhatsApp integration

3. Click on New Person

WhatsApp Nutshell integration

4. Under “Choose an Action”, click on the “automatically do this” dropdown button

Connect Nutshell with WhatsApp via Zapier

5. Type “Send message to new “

WhatsApp and Nutshell integration

6. Click on Send Message to New Chat

Synchronizing Nutshell with WhatsApp

7. Click on Connect My Apps

How to integrate Nutshell and WhatsApp

8. Click on New Person in Nutshell

Synchronizing Nutshell with WhatsApp

9. Click on Sign in

Connect Nutshell account

10. A new window will open allowing you to enter your Email Address and API Key

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

WhatsApp Nutshell integration

12. Click on Sign in

Nutshell WhatsApp integration

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

Connecting Nutshell 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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