Experience the transformative power of real-time messaging with the Real-Time Messaging: WhatsApp and Vtiger Integration. Seamlessly connect your CRM strategy with instant communication as you automate WhatsApp messages to be sent when a lead is updated in Vtiger CRM. This integration empowers you to stay ahead of critical updates, ensuring your team remains agile and responsive in nurturing leads effectively.
1. Under “Choose a Trigger”, click on the “When this happens…” dropdown button
2. Type “Lead created or updated”
3. Click on Lead 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 Lead 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 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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