Welcome to a seamless world of communication and marketing automation! With our innovative integration, you can now send WhatsApp messages when new accounts are created in Freshsales, all thanks to the “Effortless Integration: WhatsApp and Freshsales.” This integration empowers you to effortlessly connect with your accounts, automate messages, and take your customer engagement to the next level. Keep your teams aligned, your prospects informed, and your sales process streamlined, all in real-time, through the powerful combination of Freshsales and WhatsApp.
1. Under “Choose A Trigger”, Click On The “When This Happens…” Dropdown Button
2. Type “New account”
3. Click on New Account
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 New Account in Freshsales Classic
9. Click on Sign in
10. A new window will open allowing you to enter your API Key and Subdomain
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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