In the realm of efficient customer relationship management, staying in sync with the progress of your business opportunities is vital. By seamlessly integrating Keap CRM with automated WhatsApp messaging, you can elevate your communication strategy to a new level, reaping the full WhatsApp and Keap Integration Benefits. This article will guide you through the process of sending automated WhatsApp messages whenever an opportunity stage moves within Keap CRM. This innovative approach ensures that your communication remains both timely and targeted, enhancing customer engagement and driving business success.
1. Click on When this happens…
2. Type “Opportunity Stage Moved”
3. Click on Opportunity Stage Moved
4. Type “Send message to new chat”
5. Click on Send Message to New Chat
6. Click on Connect My Apps
7. Click on Opportunity Stage Moved in Keap
8. Click on Sign in
9. A new window will open allowing you to log in to your Keap account
10. Click on Send Message to New Chat in TimelinesAI
11. Click on Sign in
12. A new window will open allowing you to enter Token
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