Streamlining prospect engagement has never been easier with “Seamless WhatsApp and Pardot Integration.” This feature enables you to automatically send WhatsApp messages when new prospects are added to your Pardot platform. It’s a game-changer for nurturing leads, ensuring timely communication, and fostering meaningful connections.
1. Under “Choose A Trigger”, Click On The “When This Happens…” Dropdown Button
2. Click on New Prospect
3. Type “Send message to new chat”
4. Under “Choose an Action”, click on the “automatically do this” dropdown button and type in “Send message to new chat”
5. Click on Connect My Apps
6. Click on New Prospect in Pardot
7. Click on Sign in
8. A new window will open allowing you to enter your Pardot Business Unit ID and API Version
9. Click on Open Send Message to New Chat in TimelinesAI
10. Click on Sign in
11. A new window will open allowing you to enter your Token
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