CRM - Automation with WhatsApp

With SprintHub, you can automate sending messages via WhatsApp directly from your CRM, making communication easier with Leads who have Opportunities created. Use personalized strategies like reminders, alerts, confirmations, follow-ups, and remarketing to reactivate Leads effectively. In addition, these automations can also be used to notify your team about important events, such as the arrival of new Leads, task reminders, and much more.

1. Create an Automation:

• Access your CRM: Through “Find Services”. Or just type the name, and the feature appears.

• Go to the Automations section.

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

2. Configure and Save:

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

• Set up a Trigger: You can use a trigger of your choice.

• Configure the Condition: You can use one or more conditions 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: It is possible to use one or more actions of your choice.

• Configure the Action.

• Describe exactly what the action will do.

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

To create this automation in the funnel. Switch to the “Funnel Automations” tab and click “+ New Automation.”

CONCLUSION

Using CRM automation to send messages via WhatsApp with SprintHub is a powerful strategy to optimize communication with your Leads and team. This approach not only improves process efficiency but also increases conversion chances by keeping contact with Leads in a personalized and timely manner. Additionally, internal notifications ensure your team is always informed and aligned, promoting a more agile and organized workflow. With SprintHub, your company turns WhatsApp into a strategic tool for engagement, retention, and success.

To learn more about the Time Limiter in your CRM automation, click the article below:

CRM - Automation - Function: Time Limiter