CRM - Automations in CRM with the Condition "The lead has a phone"
Access the CRM, and click on Automations;
Set the title and the condition, which, in this case, will be 'Does the lead have a phone number?'.
Set the settings;
Configure the condition that must be met for the automation to be triggered.
Determine what you want the CRM to do when the condition is met.
In the example, we will use 'Send WhatsApp to the lead'. This will cause leads who have WhatsApp to receive a personalized message of your choice on WhatsApp.
But you can set other conditions, such as:
Update lead data: This will ensure that whenever a lead has a phone number, the automation will automatically update their data.
Select the account that will send the messages, and enter the message that will be sent and click Save;
After saving your automation, click on the 'Play' icon to activate it.
