Send automated WhatsApp messages when the Lead status is updated in Copper CRM

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…

WhatsApp and Copper integration

2. Type “Updated Lead Status”

CopperCRM and WhatsApp integration

3. Click on Updated Lead Status

WhatsApp Copper integration

4. Type “Send message to new chat”

Copper WhatsApp integration

5. Click on Send Message to New Chat

Connecting Copper with WhatsApp

6. Click on Connect My Apps

How to integrate Copper and WhatsApp

7. Click on Updated Lead Status in Copper

Synchronizing Copper with WhatsApp

8. Click on Sign in

WhatsApp and Copper integration

9. A new window will open allowing you to enter your appropriate Email and Token

CopperCRM and WhatsApp integration

10. Click on Send Message to New Chat in TimelinesAI

WhatsApp Copper integration

11. Click on Sign in

Copper WhatsApp integration

12. A new window will open allowing you to enter your appropriate Email and Token

Connecting Copper with WhatsApp

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Omnichannel Automation Platform

TimelinesAI helps businesses with multiple individual numbers gain 360° visibility & boost performance on WhatsApp.

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