Send automated WhatsApp messages when the Opportunity stage is updated in Copper CRM

In the realm of modern customer relationship management, timing is crucial, and effective communication can be the key to success. To synchronize WhatsApp conversations with Copper, the integration of Copper CRM with automated WhatsApp messaging presents a potent solution for optimizing your outreach strategy. This article will explore the method of sending automated WhatsApp messages precisely when the opportunity stage undergoes updates within Copper CRM. By adopting this innovative approach, you can ensure that your messaging is always timely and relevant, thereby fortifying client relationships and propelling your business towards growth


1. Click on When this happens…

How to integrate Copper and WhatsApp

2. Type “Updated Opportunity Stage”

Synchronizing Copper with WhatsApp

3. Click on Updated Opportunity Stage

WhatsApp and Copper integration

4. Type “Send message to new chat”

CopperCRM and WhatsApp integration

5. Click on Send Message to New Chat

CopperCRM and WhatsApp integration

6. Click on Connect My Apps

WhatsApp Copper integration

7. Click on Updated Opportunity Stage in Copper

Copper WhatsApp integration

8. Click on Sign in

Connecting Copper with WhatsApp

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

How to integrate Copper and WhatsApp

10. Click on Send Message to New Chat in TimelinesAI

Synchronizing Copper with WhatsApp

11. Click on Sign in

WhatsApp and Copper integration

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

CopperCRM and WhatsApp integration

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

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