In the dynamic world of customer relationship management, staying connected with your leads and clients at the right moment can make all the difference. To boost productivity with WhatsApp and Copper, integrating Copper CRM with WhatsApp automation offers a powerful solution to enhance your communication strategy. In this article, we will delve into the process of sending automated WhatsApp messages when the lead status is updated in Copper CRM. This innovative approach ensures that your messaging remains timely and relevant, strengthening your customer relationships and driving business growth.
1. Click on When this happens…
2. Type “Updated Lead Status”
3. Click on Updated Lead Status
4. Type “Send message to new chat”
5. Click on Send Message to New Chat
6. Click on Connect My Apps
7. Click on Updated Lead Status in Copper
8. Click on Sign in
9. A new window will open allowing you to enter your appropriate Email and Token
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 your appropriate Email and Token
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