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 set up the automation, follow the steps below:

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

CRM - Custom Fields in the Funnel Opportunity

1. Create the Automation:

• Access your CRM: Go to the Automations section.

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

2. Configure and Save:

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

• Configure a Trigger: Choose, "An opportunity field is updated".

• Set the Condition: Choose whichever you prefer (if you want to add a filter so the action is executed).

• Choose the Action: Send WhatsApp to the lead

• Configure the Action.

• Describe exactly what the action will do.

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

Tokens were used, which can be inserted using the button indicated in the image.

{contactfield=firstname} = (Lead) First Name {op=Link1} = (Opportunity) Link 1

3. Run the Automation:

• Start the Automation: Hit “play” to begin execution.

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

Done! Your automation is configured and working.