Send WhatsApp Messages when New Deals is created in Freshsales

Elevate your sales game with our powerful integration! With the ability to send WhatsApp messages when new deals are created in Freshsales, you can boost engagement and streamline your communication effortlessly. In addition, our “Boost Engagement: WhatsApp + Freshsales Integration” allows you to seamlessly connect with prospects, automate messages, and enhance your marketing efforts. Stay ahead of the competition and engage your prospects in real-time, thanks to this seamless connection between Freshsales and WhatsApp.

1. Under “Choose a Trigger”, click on the “When this happens…” dropdown button

How to integrate Freshsales and WhatsApp

2. Click on New Deal…

Synchronizing Freshsales with WhatsApp

3. Type “New Deal”

WhatsApp and Freshsales integration

4. Click on New Deal

Freshsales and WhatsApp integration

5. Under “Choose an Action”, click on the “automatically do this” dropdown button

WhatsApp Freshsales integration

6. Type “Send message to new chat”

Type "Send message to new chat"

7. Click on Send Message to New Chat

Click on Send Message to New Chat

8. Click on Connect My Apps

Click on Connect My Apps

9. Click on New Deal in Freshsales Classic

Synchronizing Freshsales with WhatsApp

10. Click on Sign in

WhatsApp and Freshsales integration

11. A new window will open allowing you to enter your API Key and Subdomain

Freshsales and WhatsApp integration

12. Click on Send Message to New Chat in TimelinesAI

WhatsApp Freshsales integration

13. Click on Sign in

Freshsales WhatsApp integration

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

Connecting Freshsales with WhatsApp

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


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