CRM - Automation to Send WhatsApp to Website Visitors

Discover how to automatically send a WhatsApp message to visitors of your website who already have an identified Lead in Sprinthub. Whenever they access, a message will be triggered to encourage them to interact with the agent.

Follow the steps below:

1. Create an Automation:

• Go to the CRM via “Find Services”. Or just type the name, and the function appears.

• Go to the Automations section.

• Start creation: Click "Create Automation" using the "+" button.

Funnel automation will be used, but attention: it only works for Open Opportunities.

1. Configure and Save:

• Enter a Title: Give the automation a descriptive name.

• Set up a Trigger: "The lead visits a tracked URL" OR "The lead visits a landing page" Use both triggers or just one of them.

• Configure the Condition: You can use a condition of your choice.

But note: without using triggers, it will be necessary to enable condition checks. These checks will occur at varying time intervals, which can range from minutes to hours, depending on the number of automations and leads in your instance.

• Choose the Action: Send WhatsApp to the Lead.

• Configure the Action.

• Describe exactly what the action will do.

• Save the Automation: After configuring, save the automation.

CONCLUSION:

Implementing this Sprinthub automation is an effective strategy to proactively engage website visitors. By automatically sending a WhatsApp message to identified leads with open opportunities, you increase the chances of interaction and accelerate the conversion process. In addition to optimizing service, this approach ensures that no qualified lead goes unnoticed, strengthening the relationship with potential customers.