Learn more about our SugarCRM WhatsApp Integration, a powerful solution that simplifies your CRM operations. Effortlessly stay updated in real-time when a new record is added to SugarCRM. With this seamless integration, you can enhance collaboration and communication by sending automated WhatsApp messages to your team, ensuring everyone is on the same page and ready to take action.
1. Under “Choose A Trigger”, Click On The “When This Happens…” Dropdown Button
2. Type “New record”
3. Click on New Record
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 Record in SugarCRM
9. Click on Sign in
10. A new window will open allowing you to enter your Sugar Instance URL, Username and Password
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
Latest posts by admin@gushwork.ai (see all)
- Using WhatsApp in Education: A Thorough Overview - November 28, 2023
- How to Use WhatsApp for eCommerce to increase sales? - November 27, 2023
- WhatsApp for Seamless Hospitality: From Booking to Check-Out - November 27, 2023
