> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-automations/crm-automation-with-whatsapp.md).

# CRM - Automation with WhatsApp

With SprintHub, you can automate sending messages via WhatsApp directly from your CRM, making communication with Leads that have Opportunities created easier. Use personalized strategies such as 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 new Leads coming in, task reminders, and much more. <br>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FDnC7yBsxQoId547gQvD4%2Filustracao-de-crm-de-design-plano-desenhado-a-mao_23-2149379498.png?alt=media&amp;token=91e26064-c285-4589-b636-6e115adb649e" alt=""><figcaption></figcaption></figure>

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 creating:** Click on "Create Automation" using the "+" button.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdUejW0OC6mQvUkLQ1YaA3lw-N8RgxF5ZtNlNljCWXaim7DQs7L9lNHz7BMABKmBTLlPJA2P1H9ZoJ5Yh66AYQSLDBCFtqWvtJ0ruV469RpKK7MdzDqN-aiKDXpJARn90_KhL3qTQ?key=RZTGUuLHvDGyNE4dWQ9ZNyRh" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfQrxJphSjZwt5urz4E0ChkxfoYdEkUz91GHXZHUzLhmsIpeS2Q3VWlWf-FoBR-yDVM9515IDRtnd2SjACmBrBzZcrkUYzTOKzZKfzYzdxg6QthbLSXvt0moB2DAB9fClirw2Xb?key=RZTGUuLHvDGyNE4dWQ9ZNyRh" alt=""><figcaption></figcaption></figure>

**2. Configure and Save:**

* **Enter a Title:** Give the automation a descriptive name.
* **Configure a Trigger:** You can use a trigger of your choice.
* **Set up the Condition:** You can use one or more conditions of your choice.

> But attention: 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:** You can 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.

{% embed url="<https://youtu.be/oR6eCXvFuio>" %}

{% hint style="info" %} <mark style="color:blue;">To create this automation in the funnel, switch to the “Pipeline Automations” tab and click “+ New Automation.”</mark>
{% endhint %}

**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 the chances of conversion by keeping in touch with Leads in a personalized and timely way. In addition, internal notifications ensure that 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:*

{% content-ref url="/pages/2cb55fa66f5184fa388d25debaedcac9221caca4" %}
[CRM - Automation - Function: Time Limiter](/en/topics/general/crm/crm-automations/crm-automation-function-time-limiter.md)
{% endcontent-ref %}


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