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…
2. Type “Updated Opportunity Stage”
3. Click on Updated Opportunity Stage
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 Opportunity Stage 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 Token
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