Discover the power of SugarCRM WhatsApp Integration, a cutting-edge solution designed to streamline your CRM processes. With this integration, you’ll receive automated WhatsApp messages the moment a record is updated in SugarCRM, making sure your team is always responsive and aware of the latest changes. Elevate your CRM game and keep your business on the right track.
1. Under “Choose A Trigger”, Click On The “When This Happens…” Dropdown Button
2. Type “Updated record”
3. Click on Updated 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 Open Updated 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 Open 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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