Introducing the WhatsApp Vtiger Connector for Better Communication, a game-changer for your CRM strategy. With this integration, you can automate WhatsApp messages to be sent whenever a contact is updated in Vtiger CRM. Seamlessly bridge the gap between your CRM and messaging, ensuring your team stays informed, and client interactions are optimized in real-time.
1. Under “Choose a Trigger”, click on the “When this happens…” dropdown button
2. Type “Contact created or updated”
3. Click on Contact Created or Updated
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 Contact Created or Updated in Vtiger CRM
9. Click on Sign in
10. A new window will open allowing you to enter your Username, AccessKey, and Domain for your Vtiger CRM Account
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
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