Elevate Customer Engagement with WhatsApp and Vtiger integration. Seamlessly connecting WhatsApp and Vtiger CRM, this integration empowers you to send WhatsApp messages as opportunities are updated in Vtiger CRM. Stay in sync with your clients, respond promptly to changes, and nurture relationships effectively with real-time communication.
1. Under “Choose a Trigger”, click on the “When this happens…” dropdown button
2. Type “Opportunity created or updated”
3. Click on Opportunity Created or Updated
4. Under “Choose an Action”, click on the “automatically do this” dropdown button
5. Type “Send message to new chat”
6. Click on Send Message to New Chat
7. Click on Connect My Apps
8. Click on Opportunity Created or Updated in Vtiger CRM
9. Click on Sign in
10. A new window will open allowing you to enter your Username, AccessKey, and Domain for your Vtiger CRM Account
11. Click on Send Message to New Chat in TimelinesAI
12. Click on Sign in
13. A new window will open allowing you to enter your Token
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