> 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-sending-opportunity-custom-field-information-via-whatsapp.md).

# CRM - Sending Opportunity Custom Field information via WhatsApp

## With SprintHub, it is possible to send your Lead personalized messages based on fields with specific data (a link, product name, etc.). 

### To create the automation, follow the steps below: <br>

First, you will need to create your Custom Fields, see how in this article:

{% content-ref url="/pages/dd60df70ba23778ad95b214799e61b7267308f65" %}
[CRM - Custom Fields in the Pipeline Opportunity](/en/topics/general/crm/crm-initial-settings/crm-opportunity-fields/crm-custom-fields-in-the-pipeline-opportunity.md)
{% endcontent-ref %}

1\. **Create the Automation**:

* Access your CRM: Go to the Automations section.
* Start creation: Click "Create Automation" using the "+" button.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc2vDXjNhaqGlnWVw0WLbMg7PGaiVSqMgkynWtRhtL8l6x4yjpXJZvwA9Ci0eTjlC01hpVCi-s9ShnN14QGQ1yxA6HLAD9r6B9c4gIwWVTtnT0wBJC2_NFuIV1t9YBOisXi-zQvgIC3Bm0VK2UULBcohse1?key=ZurF5JFE-xAo1pU0fq0FrQ" alt=""><figcaption></figcaption></figure>

2\. **Configure and Save:**

* Enter a Title: Give the automation a descriptive name.
* Configure a Trigger: Choose "A field of the opportunity is updated."
* Set the Condition: Choose according to your preference (if you want to add a filter for the action to be executed).
* 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.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfAELkXwkUNvzbBVr3NuZh4aYAHXN9AOzkLpRmllbo60nLAD_TELCLPS-G0IG8XEnZ03jHWz8GYKSnln5k72vrAKDggVTNtiAmBhkWPVsNRv4oMhYqL3M47oEQTTdtRfesqLCVrBjxxQnLZzmBwR-kHpym2?key=ZurF5JFE-xAo1pU0fq0FrQ" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcDWqFLFSEUVQuxMypSURekg8-h__G7rYCvNBDhRr7JVr24A3pBDk2LSYQdwlkwph1okZYIHSj2apNffx0t1WMVN5p_PpnqOtw4hwzSePxEvtTJTGFdsRRxFMQ8opxVIQWmWlz-LI8-8TmPW2uDz15jhJQ?key=ZurF5JFE-xAo1pU0fq0FrQ" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:blue;">Tokens were used, which can be inserted using the button indicated in the image.</mark>*&#x20;

<mark style="color:blue;">{contactfield=firstname} = (Lead) First Name</mark>\ <mark style="color:blue;">{op=Link1} = (Opportunity) Link 1</mark>
{% endhint %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXepfudyumNTk2G1faYyFDRXZuoJowmbWA_C3bfs2foq_UJ1YpkvkQr7S3CypWK7fnuw9WBBpPTGNQFCnRrxgvSeY76B5mSA22tkS6qq8NjABF_VzAc0z6LhEB5-CniioEnG51eWOOFsU48a3ZHHGSs3gHU?key=ZurF5JFE-xAo1pU0fq0FrQ" alt=""><figcaption></figcaption></figure>

3\. **Run the Automation:**

* Start the Automation: Press “play” to begin execution.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfih-VB0dkbqYZXs5tWzQsvSH1_ygEZeWHuXLxUNEy4FeFnePBWmntw34LbzDjOYQyvSAVPpNYa1CknlWGEOgxErkqmS8WnQilq4OuPauW5_ygvqSJKRc_UcMER_bKcH8-mb9rLQ2YT15NPdwfBgsVAZnYi?key=ZurF5JFE-xAo1pU0fq0FrQ" alt=""><figcaption></figcaption></figure>

By following these steps, you will ensure that your Leads receive the desired information.&#x20;

*Done! Your automation is configured and running.*


---

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